Dakota Wealth Management’s EXL Service EXLS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$465K	Buy	10,614 +4,338	+69%	+$190K	0.01%	530
2025 Q1	$296K	Sell	6,276 -221	-3%	-$10.4K	0.01%	612
2024 Q4	$288K	Buy	6,497 +311	+5%	+$13.8K	0.01%	613
2024 Q3	$236K	Sell	6,186 -221	-3%	-$8.43K	0.01%	646
2024 Q2	$201K	Buy	+6,407	New	+$201K	﹤0.01%	665