HighTower Advisors’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $210K | Buy |
+3,214
| New | +$228K | ﹤0.01% | 3447 |
|
|
2025
Q4 | – | Sell |
-2,887
| Closed | -$201K | – | 3756 |
|
|
2025
Q3 | $201K | Sell |
2,887
-398
| -12% | -$28.4K | ﹤0.01% | 3378 |
|
|
2025
Q2 | $245K | Sell |
3,285
-1,435
| -30% | -$111K | ﹤0.01% | 3107 |
|
|
2025
Q1 | $383K | Sell |
4,720
-1,721
| -27% | -$150K | ﹤0.01% | 2672 |
|
|
2024
Q4 | $574K | Sell |
6,441
-358
| -5% | -$36.1K | ﹤0.01% | 2365 |
|
|
2024
Q3 | $792K | Sell |
6,799
-851
| -11% | -$89K | ﹤0.01% | 2071 |
|
|
2024
Q2 | $729K | Sell |
7,650
-1,917
| -20% | -$173K | ﹤0.01% | 2052 |
|
|
2024
Q1 | $783K | Sell |
9,567
-11,590
| -55% | -$959K | ﹤0.01% | 1962 |
|
|
2023
Q4 | $1.88M | Sell |
21,157
-530
| -2% | -$43.4K | ﹤0.01% | 1472 |
|
|
2023
Q3 | $1.87M | Buy |
21,687
+2,135
| +11% | +$193K | ﹤0.01% | 1413 |
|
|
2023
Q2 | $1.82M | Buy |
19,552
+1,026
| +6% | +$96.5K | ﹤0.01% | 1399 |
|
|
2023
Q1 | $1.84M | Buy |
18,526
+7,875
| +74% | +$801K | ﹤0.01% | 1334 |
|
|
2022
Q4 | $1.05M | Buy |
10,651
+94
| +0.9% | +$9.13K | ﹤0.01% | 1641 |
|
|
2022
Q3 | $926K | Sell |
10,557
-498
| -5% | -$47.2K | ﹤0.01% | 1650 |
|
|
2022
Q2 | $1.01M | Buy |
11,055
+1,326
| +14% | +$125K | ﹤0.01% | 1621 |
|
|
2022
Q1 | $1.06M | Sell |
9,729
-1,626
| -14% | -$157K | ﹤0.01% | 1726 |
|
|
2021
Q4 | $1.33M | Buy |
11,355
+512
| +5% | +$60.2K | ﹤0.01% | 1603 |
|
|
2021
Q3 | $1.24M | Buy |
10,843
+630
| +6% | +$67.9K | ﹤0.01% | 1536 |
|
|
2021
Q2 | $913K | Buy |
10,213
+388
| +4% | +$36.3K | ﹤0.01% | 1688 |
|
|
2021
Q1 | $959K | Sell |
9,825
-386
| -4% | -$36.2K | ﹤0.01% | 1590 |
|
|
2020
Q4 | $925K | Buy |
10,211
+938
| +10% | +$74.8K | ﹤0.01% | 1303 |
|
|
2020
Q3 | $673K | Sell |
9,273
-494
| -5% | -$39.3K | ﹤0.01% | 1421 |
|
|
2020
Q2 | $790K | Buy |
9,767
+1,686
| +21% | +$121K | ﹤0.01% | 1220 |
|
|
2020
Q1 | $581K | Buy |
8,081
+1,552
| +24% | +$113K | ﹤0.01% | 1267 |
|
|
2019
Q4 | $451K | Buy |
6,529
+3,168
| +94% | +$209K | ﹤0.01% | 1494 |
|
|
2019
Q3 | $234K | Sell |
3,361
-739
| -18% | -$49.9K | ﹤0.01% | 1958 |
|
|
2019
Q2 | $240K | Buy |
+4,100
| New | +$233K | ﹤0.01% | 1934 |
|
Other funds holding EXPO
VPM
VCM
CCA
GCM
RA
