Creative Planning’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
23,297
+2,847
| +14% | +$213K | ﹤0.01% | 1423 |
|
|
2025
Q1 | $1.66M | Buy |
20,450
+1,863
| +10% | +$151K | ﹤0.01% | 1324 |
|
|
2024
Q4 | $1.66M | Sell |
18,587
-2,733
| -13% | -$244K | ﹤0.01% | 1258 |
|
|
2024
Q3 | $2.46M | Buy |
21,320
+4,250
| +25% | +$490K | ﹤0.01% | 960 |
|
|
2024
Q2 | $1.62M | Buy |
17,070
+6,164
| +57% | +$586K | ﹤0.01% | 1092 |
|
|
2024
Q1 | $902K | Buy |
10,906
+4,886
| +81% | +$404K | ﹤0.01% | 1397 |
|
|
2023
Q4 | $530K | Sell |
6,020
-253
| -4% | -$22.3K | ﹤0.01% | 1674 |
|
|
2023
Q3 | $537K | Buy |
6,273
+2,627
| +72% | +$225K | ﹤0.01% | 1515 |
|
|
2023
Q2 | $340K | Sell |
3,646
-341
| -9% | -$31.8K | ﹤0.01% | 1806 |
|
|
2023
Q1 | $397K | Buy |
3,987
+666
| +20% | +$66.4K | ﹤0.01% | 1618 |
|
|
2022
Q4 | $329K | Buy |
+3,321
| New | +$329K | ﹤0.01% | 1656 |
|
|
2021
Q2 | – | Sell |
-3,678
| Closed | -$358K | – | 2101 |
|
|
2021
Q1 | $358K | Buy |
3,678
+65
| +2% | +$6.33K | ﹤0.01% | 1647 |
|
|
2020
Q4 | $325K | Buy |
3,613
+39
| +1% | +$3.51K | ﹤0.01% | 1543 |
|
|
2020
Q3 | $257K | Hold |
3,574
| – | – | ﹤0.01% | 1502 |
|
|
2020
Q2 | $289K | Hold |
3,574
| – | – | ﹤0.01% | 1313 |
|
|
2020
Q1 | $257K | Sell |
3,574
-22
| -0.6% | -$1.58K | ﹤0.01% | 1234 |
|
|
2019
Q4 | $248K | Hold |
3,596
| – | – | ﹤0.01% | 1498 |
|
|
2019
Q3 | $251K | Hold |
3,596
| – | – | ﹤0.01% | 1465 |
|
|
2019
Q2 | $211K | Hold |
3,596
| – | – | ﹤0.01% | 1579 |
|
|
2019
Q1 | $208K | Buy |
+3,596
| New | +$208K | ﹤0.01% | 1547 |
|
|
2017
Q3 | – | Sell |
-2,806
| Closed | -$82K | – | 2408 |
|
|
2017
Q2 | $82K | Hold |
2,806
| – | – | ﹤0.01% | 2122 |
|
|
2017
Q1 | $84K | Hold |
2,806
| – | – | ﹤0.01% | 2056 |
|
|
2016
Q4 | $85K | Buy |
2,806
+6
| +0.2% | +$182 | ﹤0.01% | 1960 |
|
|
2016
Q3 | $71K | Hold |
2,800
| – | – | ﹤0.01% | 2078 |
|
|
2016
Q2 | $82K | Hold |
2,800
| – | – | ﹤0.01% | 1790 |
|
|
2016
Q1 | $71K | Hold |
2,800
| – | – | ﹤0.01% | 1838 |
|
|
2015
Q4 | $70K | Hold |
2,800
| – | – | ﹤0.01% | 1831 |
|
|
2015
Q3 | $62K | Buy |
+2,800
| New | +$62K | ﹤0.01% | 1878 |
|
|
2015
Q2 | – | Sell |
-2,800
| Closed | -$62K | – | 1632 |
|
|
2015
Q1 | $62K | Hold |
2,800
| – | – | ﹤0.01% | 1853 |
|
|
2014
Q4 | $58K | Hold |
2,800
| – | – | ﹤0.01% | 1885 |
|
|
2014
Q3 | $50K | Sell |
2,800
-244
| -8% | -$4.36K | ﹤0.01% | 1907 |
|
|
2014
Q2 | $56K | Buy |
3,044
+244
| +9% | +$4.49K | ﹤0.01% | 1791 |
|
|
2014
Q1 | $53K | Sell |
2,800
-400
| -13% | -$7.57K | ﹤0.01% | 1755 |
|
|
2013
Q4 | $62K | Hold |
3,200
| – | – | ﹤0.01% | 1458 |
|
|
2013
Q3 | $57K | Hold |
3,200
| – | – | ﹤0.01% | 1434 |
|
|
2013
Q2 | $47K | Buy |
+3,200
| New | +$47K | ﹤0.01% | 1417 |
|