Creative Planning’s eXp World Holdings EXPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $115K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $618K | Sell |
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|
2023
Q2 | $1.25M | Buy |
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|
2023
Q1 | $784K | Buy |
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|
2022
Q4 | $634K | Buy |
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|
2022
Q3 | $627K | Sell |
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|
2022
Q2 | $728K | Sell |
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|
2022
Q1 | $2.27M | Buy |
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|
2021
Q4 | $347K | Buy |
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|
2021
Q3 | $316K | Buy |
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|
2021
Q2 | $250K | Sell |
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|
2021
Q1 | $331K | Sell |
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|
2020
Q4 | $238K | Buy |
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