Envestnet Portfolio Solutions’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Sell |
7,491
-1,276
| -15% | -$95.3K | ﹤0.01% | 1043 |
|
|
2025
Q1 | $711K | Sell |
8,767
-2,528
| -22% | -$205K | ﹤0.01% | 915 |
|
|
2024
Q4 | $1.01M | Sell |
11,295
-1,647
| -13% | -$147K | ﹤0.01% | 920 |
|
|
2024
Q3 | $1.49M | Buy |
12,942
+27
| +0.2% | +$3.11K | ﹤0.01% | 766 |
|
|
2024
Q2 | $1.23M | Buy |
12,915
+34
| +0.3% | +$3.23K | ﹤0.01% | 795 |
|
|
2024
Q1 | $1.07M | Sell |
12,881
-778
| -6% | -$64.3K | ﹤0.01% | 822 |
|
|
2023
Q4 | $1.2M | Buy |
13,659
+543
| +4% | +$47.8K | 0.01% | 742 |
|
|
2023
Q3 | $1.12M | Buy |
+13,116
| New | +$1.12M | 0.01% | 724 |
|