Envestnet Asset 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 | $25.6M | Sell |
583,654
-11,019
| -2% | -$483K | 0.01% | 1101 |
|
|
2025
Q1 | $28.1M | Sell |
594,673
-43,344
| -7% | -$2.05M | 0.01% | 980 |
|
|
2024
Q4 | $28.3M | Buy |
638,017
+42,808
| +7% | +$1.9M | 0.01% | 982 |
|
|
2024
Q3 | $22.7M | Buy |
595,209
+101,588
| +21% | +$3.88M | 0.01% | 1090 |
|
|
2024
Q2 | $15.5M | Buy |
493,621
+11,924
| +2% | +$374K | 0.01% | 1273 |
|
|
2024
Q1 | $15.3M | Buy |
481,697
+45,807
| +11% | +$1.46M | 0.01% | 1262 |
|
|
2023
Q4 | $13.4M | Buy |
435,890
+38,338
| +10% | +$1.18M | 0.01% | 1264 |
|
|
2023
Q3 | $11.1M | Buy |
397,552
+116,702
| +42% | +$3.27M | 0.01% | 1301 |
|
|
2023
Q2 | $8.48M | Sell |
280,850
-28,320
| -9% | -$856K | ﹤0.01% | 1390 |
|
|
2023
Q1 | $10M | Buy |
309,170
+49,700
| +19% | +$1.61M | ﹤0.01% | 1245 |
|
|
2022
Q4 | $8.79M | Buy |
259,470
+12,010
| +5% | +$407K | ﹤0.01% | 1267 |
|
|
2022
Q3 | $7.29M | Sell |
247,460
-7,730
| -3% | -$228K | ﹤0.01% | 1296 |
|
|
2022
Q2 | $7.52M | Buy |
255,190
+17,060
| +7% | +$503K | ﹤0.01% | 1301 |
|
|
2022
Q1 | $6.82M | Sell |
238,130
-3,055
| -1% | -$87.5K | ﹤0.01% | 1430 |
|
|
2021
Q4 | $6.98M | Sell |
241,185
-14,970
| -6% | -$433K | ﹤0.01% | 1403 |
|
|
2021
Q3 | $6.31M | Buy |
256,155
+22,830
| +10% | +$562K | ﹤0.01% | 1397 |
|
|
2021
Q2 | $4.96M | Buy |
233,325
+7,065
| +3% | +$150K | ﹤0.01% | 1529 |
|
|
2021
Q1 | $4.08M | Sell |
226,260
-43,080
| -16% | -$777K | ﹤0.01% | 1533 |
|
|
2020
Q4 | $4.59M | Sell |
269,340
-28,630
| -10% | -$487K | ﹤0.01% | 1313 |
|
|
2020
Q3 | $3.93M | Sell |
297,970
-3,155
| -1% | -$41.6K | ﹤0.01% | 1283 |
|
|
2020
Q2 | $3.82M | Buy |
301,125
+12,365
| +4% | +$157K | ﹤0.01% | 1254 |
|
|
2020
Q1 | $3.01M | Sell |
288,760
-33,140
| -10% | -$345K | ﹤0.01% | 1232 |
|
|
2019
Q4 | $4.47M | Buy |
321,900
+16,350
| +5% | +$227K | ﹤0.01% | 1187 |
|
|
2019
Q3 | $4.09M | Buy |
305,550
+3,405
| +1% | +$45.6K | ﹤0.01% | 1163 |
|
|
2019
Q2 | $4M | Buy |
302,145
+12,780
| +4% | +$169K | 0.01% | 1178 |
|
|
2019
Q1 | $3.47M | Buy |
289,365
+26,080
| +10% | +$313K | ﹤0.01% | 1190 |
|
|
2018
Q4 | $2.77M | Buy |
+263,285
| New | +$2.77M | ﹤0.01% | 1168 |
|
|
2018
Q3 | – | Sell |
-42,955
| Closed | -$486K | – | 1670 |
|
|
2018
Q2 | $486K | Sell |
42,955
-230
| -0.5% | -$2.6K | ﹤0.01% | 1332 |
|
|
2018
Q1 | $475K | Sell |
43,185
-34,680
| -45% | -$381K | ﹤0.01% | 1229 |
|
|
2017
Q4 | $940K | Buy |
77,865
+740
| +1% | +$8.93K | ﹤0.01% | 1233 |
|
|
2017
Q3 | $899K | Sell |
77,125
-3,610
| -4% | -$42.1K | ﹤0.01% | 1208 |
|
|
2017
Q2 | $896K | Buy |
80,735
+780
| +1% | +$8.66K | ﹤0.01% | 1231 |
|
|
2017
Q1 | $758K | Buy |
79,955
+1,985
| +3% | +$18.8K | ﹤0.01% | 1341 |
|
|
2016
Q4 | $787K | Buy |
77,970
+50,050
| +179% | +$505K | ﹤0.01% | 1287 |
|
|
2016
Q3 | $278K | Buy |
27,920
+19,560
| +234% | +$195K | ﹤0.01% | 1884 |
|
|
2016
Q2 | $88K | Buy |
+8,360
| New | +$88K | ﹤0.01% | 2494 |
|
|
2016
Q1 | – | Sell |
-6,885
| Closed | -$62K | – | 3102 |
|
|
2015
Q4 | $62K | Sell |
6,885
-115
| -2% | -$1.04K | ﹤0.01% | 2576 |
|
|
2015
Q3 | $52K | Buy |
+7,000
| New | +$52K | ﹤0.01% | 2639 |
|
|
2013
Q4 | – | Sell |
-445
| Closed | -$3K | – | 2477 |
|
|
2013
Q3 | $3K | Sell |
445
-580
| -57% | -$3.91K | ﹤0.01% | 2045 |
|
|
2013
Q2 | $6K | Buy |
+1,025
| New | +$6K | ﹤0.01% | 1826 |
|