Focus Financial Network’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,489
| Closed | -$219K | – | 661 |
|
|
2023
Q4 | $219K | Buy |
+2,489
| New | +$219K | 0.01% | 655 |
|
|
2022
Q1 | – | Sell |
-3,267
| Closed | -$381K | – | 543 |
|
|
2021
Q4 | $381K | Buy |
3,267
+34
| +1% | +$3.97K | 0.06% | 255 |
|
|
2021
Q3 | $366K | Hold |
3,233
| – | – | 0.05% | 309 |
|
|
2021
Q2 | $288K | Sell |
3,233
-113
| -3% | -$10.1K | 0.04% | 344 |
|
|
2021
Q1 | $326K | Buy |
+3,346
| New | +$326K | 0.04% | 326 |
|