Envestnet Asset Management’s eXp World Holdings EXPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-403,324
| Closed | -$3.94M | – | 4473 |
|
|
2025
Q1 | $3.94M | Sell |
403,324
-25,088
| -6% | -$245K | ﹤0.01% | 2297 |
|
|
2024
Q4 | $4.93M | Buy |
428,412
+2,706
| +0.6% | +$31.1K | ﹤0.01% | 2108 |
|
|
2024
Q3 | $6M | Sell |
425,706
-53,135
| -11% | -$749K | ﹤0.01% | 1982 |
|
|
2024
Q2 | $5.4M | Sell |
478,841
-5,837
| -1% | -$65.9K | ﹤0.01% | 1977 |
|
|
2024
Q1 | $5.01M | Buy |
484,678
+20,710
| +4% | +$214K | ﹤0.01% | 1972 |
|
|
2023
Q4 | $7.2M | Buy |
463,968
+54,074
| +13% | +$839K | ﹤0.01% | 1645 |
|
|
2023
Q3 | $6.66M | Buy |
409,894
+71,183
| +21% | +$1.16M | ﹤0.01% | 1627 |
|
|
2023
Q2 | $6.87M | Sell |
338,711
-3,923
| -1% | -$79.6K | ﹤0.01% | 1518 |
|
|
2023
Q1 | $4.35M | Buy |
342,634
+81,948
| +31% | +$1.04M | ﹤0.01% | 1720 |
|
|
2022
Q4 | $2.89M | Buy |
260,686
+31,889
| +14% | +$353K | ﹤0.01% | 1928 |
|
|
2022
Q3 | $2.57M | Buy |
228,797
+17,480
| +8% | +$196K | ﹤0.01% | 1932 |
|
|
2022
Q2 | $2.49M | Buy |
211,317
+54,627
| +35% | +$643K | ﹤0.01% | 1971 |
|
|
2022
Q1 | $3.32M | Buy |
156,690
+143,503
| +1,088% | +$3.04M | ﹤0.01% | 1866 |
|
|
2021
Q4 | $444K | Buy |
13,187
+7,788
| +144% | +$262K | ﹤0.01% | 3140 |
|
|
2021
Q3 | $215K | Buy |
+5,399
| New | +$215K | ﹤0.01% | 3471 |
|