Everhart Financial Group’s Exponent EXPO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,529
Closed -$205K 343
2025
Q1
$205K Buy
+2,529
New +$205K 0.03% 318
2024
Q4
Sell
-2,243
Closed -$259K 319
2024
Q3
$259K Buy
+2,243
New +$259K 0.06% 280