HighTower Advisors’s EXL Service EXLS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.97M Buy
67,832
+1,663
+3% +$72.8K ﹤0.01% 1352
2025
Q1
$3.12M Buy
66,169
+34
+0.1% +$1.61K ﹤0.01% 1277
2024
Q4
$2.94M Buy
66,135
+6,048
+10% +$268K ﹤0.01% 1300
2024
Q3
$2.29M Sell
60,087
-1,417
-2% -$54.1K ﹤0.01% 1432
2024
Q2
$1.93M Sell
61,504
-2,360
-4% -$74.1K ﹤0.01% 1468
2024
Q1
$2.04M Buy
63,864
+1,349
+2% +$43K ﹤0.01% 1427
2023
Q4
$1.93M Buy
62,515
+6,415
+11% +$198K ﹤0.01% 1442
2023
Q3
$1.58M Sell
56,100
-2,000
-3% -$56.3K ﹤0.01% 1510
2023
Q2
$1.76M Buy
+58,100
New +$1.76M ﹤0.01% 1421
2020
Q1
Sell
-18,875
Closed -$270K 2127
2019
Q4
$270K Buy
18,875
+800
+4% +$11.4K ﹤0.01% 1778
2019
Q3
$248K Buy
18,075
+560
+3% +$7.68K ﹤0.01% 1917
2019
Q2
$239K Buy
17,515
+630
+4% +$8.6K ﹤0.01% 1926
2019
Q1
$211K Buy
+16,885
New +$211K ﹤0.01% 1919