Everhart Financial Group’s eXp World Holdings EXPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Sell |
46,683
-6,658
| -12% | -$60.6K | 0.05% | 247 |
|
|
2025
Q1 | $522K | Sell |
53,341
-195
| -0.4% | -$1.91K | 0.07% | 199 |
|
|
2024
Q4 | $616K | Hold |
53,536
| – | – | 0.13% | 155 |
|
|
2024
Q3 | $754K | Buy |
53,536
+4,255
| +9% | +$60K | 0.17% | 138 |
|
|
2024
Q2 | $556K | Buy |
49,281
+11
| +0% | +$124 | 0.14% | 147 |
|
|
2024
Q1 | $509K | Buy |
49,270
+184
| +0.4% | +$1.9K | 0.15% | 142 |
|
|
2023
Q4 | $762K | Hold |
49,086
| – | – | 0.27% | 73 |
|
|
2023
Q3 | $797K | Buy |
49,086
+4,472
| +10% | +$72.6K | 0.34% | 61 |
|
|
2023
Q2 | $905K | Buy |
+44,614
| New | +$905K | 0.37% | 58 |
|