D.A. Davidson & Co’s Expand Energy Corporation Common Stock EXE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $544K | Buy |
+4,655
| New | +$544K | ﹤0.01% | 1016 |
|
2024
Q3 | – | Sell |
-3,000
| Closed | -$247K | – | 1438 |
|
2024
Q2 | $247K | Sell |
3,000
-1,800
| -38% | -$148K | ﹤0.01% | 1221 |
|
2024
Q1 | $426K | Sell |
4,800
-1,000
| -17% | -$88.8K | ﹤0.01% | 1041 |
|
2023
Q4 | $446K | Sell |
5,800
-2,400
| -29% | -$185K | ﹤0.01% | 994 |
|
2023
Q3 | $707K | Sell |
8,200
-2,551
| -24% | -$220K | 0.01% | 796 |
|
2023
Q2 | $900K | Buy |
10,751
+1,112
| +12% | +$93.1K | 0.01% | 724 |
|
2023
Q1 | $733K | Buy |
+9,639
| New | +$733K | 0.01% | 777 |
|