Creative Planning’s EXL Service EXLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.75M | Buy |
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|
2025
Q2 | $3.17M | Buy |
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|
2025
Q1 | $2.93M | Buy |
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|
2024
Q4 | $2.31M | Buy |
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|
2024
Q3 | $1.43M | Buy |
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|
2024
Q2 | $687K | Buy |
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|
2024
Q1 | $553K | Buy |
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|
2023
Q4 | $401K | Sell |
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|
2023
Q3 | $407K | Buy |
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|
2023
Q2 | $344K | Sell |
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|
2023
Q1 | $390K | Buy |
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|
2022
Q4 | $373K | Sell |
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|
2022
Q3 | $380K | Buy |
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|
2022
Q2 | $253K | Buy |
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|
2022
Q1 | $217K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $3K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $26K | Buy |
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|
2016
Q2 | $2K | Sell |
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|
2016
Q1 | $12K | Buy |
|