Creative Planning’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
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|
2025
Q1 | $1.66M | Buy |
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|
2024
Q4 | $1.66M | Sell |
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|
2024
Q3 | $2.46M | Buy |
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|
2024
Q2 | $1.62M | Buy |
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|
2024
Q1 | $902K | Buy |
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|
2023
Q4 | $530K | Sell |
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|
2023
Q3 | $537K | Buy |
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|
2023
Q2 | $340K | Sell |
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|
2023
Q1 | $397K | Buy |
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|
2022
Q4 | $329K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $358K | Buy |
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|
2020
Q4 | $325K | Buy |
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|
2020
Q3 | $257K | Hold |
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|
2020
Q2 | $289K | Hold |
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|
2020
Q1 | $257K | Sell |
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|
2019
Q4 | $248K | Hold |
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|
2019
Q3 | $251K | Hold |
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|
2019
Q2 | $211K | Hold |
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|
2019
Q1 | $208K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $82K | Hold |
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|
2017
Q1 | $84K | Hold |
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|
2016
Q4 | $85K | Buy |
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|
2016
Q3 | $71K | Hold |
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|
2016
Q2 | $82K | Hold |
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|
2016
Q1 | $71K | Hold |
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|
2015
Q4 | $70K | Hold |
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|
2015
Q3 | $62K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $62K | Hold |
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|
2014
Q4 | $58K | Hold |
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|
2014
Q3 | $50K | Sell |
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|
2014
Q2 | $56K | Buy |
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|
2014
Q1 | $53K | Sell |
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|
2013
Q4 | $62K | Hold |
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|
2013
Q3 | $57K | Hold |
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|
2013
Q2 | $47K | Buy |
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