Forum Financial Management’s Expand Energy Corp EXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $761K | Sell |
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|
2025
Q3 | $813K | Buy |
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|
2025
Q2 | $481K | Buy |
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|
2025
Q1 | $448K | Hold |
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|
2024
Q4 | $401K | Buy |
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|
2024
Q3 | $218K | Buy |
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|
2024
Q2 | $218K | Hold |
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|
2024
Q1 | $235K | Hold |
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|
2023
Q4 | $204K | Sell |
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|
2023
Q3 | $242K | Buy |
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|
2023
Q2 | $222K | Hold |
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|
2023
Q1 | $201K | Sell |
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|
2022
Q4 | $251K | Sell |
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|
2022
Q3 | $252K | Buy |
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|
2022
Q2 | $215K | Hold |
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|
2022
Q1 | $230K | Buy |
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