Financial Advocates Investment Management’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 | – | Sell |
-10,180
| Closed | -$99.6K | – | 654 |
|
|
2025
Q1 | $99.6K | Sell |
10,180
-900
| -8% | -$8.8K | 0.01% | 694 |
|
|
2024
Q4 | $128K | Sell |
11,080
-300
| -3% | -$3.45K | 0.01% | 711 |
|
|
2024
Q3 | $160K | Buy |
11,380
+1,000
| +10% | +$14.1K | 0.01% | 719 |
|
|
2024
Q2 | $117K | Buy |
+10,380
| New | +$117K | 0.01% | 687 |
|
|
2024
Q1 | – | Sell |
-10,480
| Closed | -$163K | – | 765 |
|
|
2023
Q4 | $163K | Sell |
10,480
-200
| -2% | -$3.1K | 0.01% | 691 |
|
|
2023
Q3 | $173K | Sell |
10,680
-300
| -3% | -$4.87K | 0.01% | 658 |
|
|
2023
Q2 | $223K | Sell |
10,980
-4,600
| -30% | -$93.3K | 0.02% | 614 |
|
|
2023
Q1 | $198K | Buy |
15,580
+200
| +1% | +$2.54K | 0.01% | 682 |
|
|
2022
Q4 | $170K | Sell |
15,380
-700
| -4% | -$7.76K | 0.01% | 698 |
|
|
2022
Q3 | $180K | Sell |
16,080
-510
| -3% | -$5.71K | 0.01% | 695 |
|
|
2022
Q2 | $196K | Sell |
16,590
-2,550
| -13% | -$30.1K | 0.02% | 629 |
|
|
2022
Q1 | $405K | Sell |
19,140
-406
| -2% | -$8.59K | 0.03% | 496 |
|
|
2021
Q4 | $655K | Sell |
19,546
-190
| -1% | -$6.37K | 0.04% | 420 |
|
|
2021
Q3 | $784K | Buy |
19,736
+2,090
| +12% | +$83K | 0.05% | 368 |
|
|
2021
Q2 | $694K | Buy |
17,646
+11,122
| +170% | +$437K | 0.05% | 391 |
|
|
2021
Q1 | $298K | Buy |
+6,524
| New | +$298K | 0.02% | 593 |
|