EverSource Wealth Advisors’s EXL Service EXLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Buy |
2,883
+2,456
| +575% | +$108K | 0.01% | 1071 |
|
|
2025
Q1 | $20.2K | Buy |
427
+47
| +12% | +$2.22K | ﹤0.01% | 1679 |
|
|
2024
Q4 | $16.9K | Buy |
380
+157
| +70% | +$6.97K | ﹤0.01% | 1722 |
|
|
2024
Q3 | $8.51K | Buy |
223
+41
| +23% | +$1.56K | ﹤0.01% | 1958 |
|
|
2024
Q2 | $6.42K | Buy |
182
+87
| +92% | +$3.07K | ﹤0.01% | 2114 |
|
|
2024
Q1 | $2.76K | Hold |
95
| – | – | ﹤0.01% | 2282 |
|
|
2023
Q4 | $2.93K | Sell |
95
-52
| -35% | -$1.6K | ﹤0.01% | 2063 |
|
|
2023
Q3 | $4.12K | Buy |
147
+52
| +55% | +$1.46K | ﹤0.01% | 1777 |
|
|
2023
Q2 | $2.87K | Hold |
95
| – | – | ﹤0.01% | 1933 |
|
|
2023
Q1 | $3.08K | Hold |
95
| – | – | ﹤0.01% | 1809 |
|
|
2022
Q4 | $3.22K | Sell |
95
-65
| -41% | -$2.2K | ﹤0.01% | 1759 |
|
|
2022
Q3 | $5K | Buy |
+160
| New | +$5K | ﹤0.01% | 1363 |
|