Forum Financial Management’s Expand Energy Corporation Common Stock EXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Buy |
4,116
+90
| +2% | +$10.5K | 0.01% | 429 |
|
|
2025
Q1 | $448K | Hold |
4,026
| – | – | 0.01% | 415 |
|
|
2024
Q4 | $401K | Buy |
4,026
+1,376
| +52% | +$137K | 0.01% | 477 |
|
|
2024
Q3 | $218K | Buy |
2,650
+1
| +0% | +$82 | ﹤0.01% | 681 |
|
|
2024
Q2 | $218K | Hold |
2,649
| – | – | ﹤0.01% | 638 |
|
|
2024
Q1 | $235K | Hold |
2,649
| – | – | ﹤0.01% | 623 |
|
|
2023
Q4 | $204K | Sell |
2,649
-163
| -6% | -$12.5K | ﹤0.01% | 636 |
|
|
2023
Q3 | $242K | Buy |
2,812
+163
| +6% | +$14.1K | 0.01% | 502 |
|
|
2023
Q2 | $222K | Hold |
2,649
| – | – | 0.01% | 574 |
|
|
2023
Q1 | $201K | Sell |
2,649
-10
| -0.4% | -$760 | 0.01% | 571 |
|
|
2022
Q4 | $251K | Sell |
2,659
-21
| -0.8% | -$1.98K | 0.01% | 451 |
|
|
2022
Q3 | $252K | Buy |
2,680
+31
| +1% | +$2.92K | 0.01% | 407 |
|
|
2022
Q2 | $215K | Hold |
2,649
| – | – | 0.01% | 489 |
|
|
2022
Q1 | $230K | Buy |
+2,649
| New | +$230K | 0.01% | 509 |
|