Geneos Wealth 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 | $101K | Sell |
861
-1,228
| -59% | -$144K | ﹤0.01% | 1254 |
|
|
2025
Q1 | $233K | Buy |
2,089
+1,436
| +220% | +$160K | ﹤0.01% | 1164 |
|
|
2024
Q4 | $65K | Buy |
653
+14
| +2% | +$1.39K | ﹤0.01% | 1218 |
|
|
2024
Q3 | $52.6K | Buy |
639
+400
| +167% | +$32.9K | ﹤0.01% | 1183 |
|
|
2024
Q2 | $19.6K | Buy |
239
+100
| +72% | +$8.22K | ﹤0.01% | 1357 |
|
|
2024
Q1 | $12.3K | Hold |
139
| – | – | ﹤0.01% | 1501 |
|
|
2023
Q4 | $10.7K | Hold |
139
| – | – | ﹤0.01% | 1533 |
|
|
2023
Q3 | $12K | Hold |
139
| – | – | ﹤0.01% | 1516 |
|
|
2023
Q2 | $11.6K | Hold |
139
| – | – | ﹤0.01% | 1534 |
|
|
2023
Q1 | $10.6K | Hold |
139
| – | – | ﹤0.01% | 1537 |
|
|
2022
Q4 | $13.1K | Hold |
139
| – | – | ﹤0.01% | 1458 |
|
|
2022
Q3 | $13K | Sell |
139
-171
| -55% | -$16K | ﹤0.01% | 1455 |
|
|
2022
Q2 | $25K | Buy |
310
+2
| +0.6% | +$161 | ﹤0.01% | 1599 |
|
|
2022
Q1 | $26K | Buy |
308
+2
| +0.7% | +$169 | ﹤0.01% | 1684 |
|
|
2021
Q4 | $19K | Buy |
306
+75
| +32% | +$4.66K | ﹤0.01% | 1917 |
|
|
2021
Q3 | $14K | Sell |
231
-19
| -8% | -$1.15K | ﹤0.01% | 2097 |
|
|
2021
Q2 | $13K | Sell |
250
-95
| -28% | -$4.94K | ﹤0.01% | 2110 |
|
|
2021
Q1 | $15K | Buy |
345
+7
| +2% | +$304 | ﹤0.01% | 2222 |
|
|
2020
Q4 | $14K | Buy |
+338
| New | +$14K | ﹤0.01% | 2098 |
|