HighTower Advisors’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $245K | Sell |
3,285
-1,435
| -30% | -$107K | ﹤0.01% | 3090 |
|
2025
Q1 | $383K | Sell |
4,720
-1,721
| -27% | -$140K | ﹤0.01% | 2659 |
|
2024
Q4 | $574K | Sell |
6,441
-358
| -5% | -$31.9K | ﹤0.01% | 2354 |
|
2024
Q3 | $792K | Sell |
6,799
-851
| -11% | -$99.1K | ﹤0.01% | 2070 |
|
2024
Q2 | $729K | Sell |
7,650
-1,917
| -20% | -$183K | ﹤0.01% | 2048 |
|
2024
Q1 | $783K | Sell |
9,567
-11,590
| -55% | -$949K | ﹤0.01% | 1958 |
|
2023
Q4 | $1.88M | Sell |
21,157
-530
| -2% | -$47K | ﹤0.01% | 1466 |
|
2023
Q3 | $1.87M | Buy |
21,687
+2,135
| +11% | +$184K | ﹤0.01% | 1411 |
|
2023
Q2 | $1.83M | Buy |
19,552
+1,026
| +6% | +$95.8K | ﹤0.01% | 1397 |
|
2023
Q1 | $1.84M | Buy |
18,526
+7,875
| +74% | +$781K | ﹤0.01% | 1332 |
|
2022
Q4 | $1.06M | Buy |
10,651
+94
| +0.9% | +$9.31K | ﹤0.01% | 1633 |
|
2022
Q3 | $926K | Sell |
10,557
-498
| -5% | -$43.7K | ﹤0.01% | 1641 |
|
2022
Q2 | $1.01M | Buy |
11,055
+1,326
| +14% | +$122K | ﹤0.01% | 1615 |
|
2022
Q1 | $1.06M | Sell |
9,729
-1,626
| -14% | -$177K | ﹤0.01% | 1721 |
|
2021
Q4 | $1.34M | Buy |
11,355
+512
| +5% | +$60.2K | ﹤0.01% | 1597 |
|
2021
Q3 | $1.24M | Buy |
10,843
+630
| +6% | +$71.8K | ﹤0.01% | 1534 |
|
2021
Q2 | $913K | Buy |
10,213
+388
| +4% | +$34.7K | ﹤0.01% | 1686 |
|
2021
Q1 | $959K | Sell |
9,825
-386
| -4% | -$37.7K | ﹤0.01% | 1588 |
|
2020
Q4 | $925K | Buy |
10,211
+938
| +10% | +$85K | ﹤0.01% | 1295 |
|
2020
Q3 | $673K | Sell |
9,273
-494
| -5% | -$35.9K | ﹤0.01% | 1413 |
|
2020
Q2 | $790K | Buy |
9,767
+1,686
| +21% | +$136K | ﹤0.01% | 1217 |
|
2020
Q1 | $581K | Buy |
8,081
+1,552
| +24% | +$112K | ﹤0.01% | 1255 |
|
2019
Q4 | $451K | Buy |
6,529
+3,168
| +94% | +$219K | ﹤0.01% | 1492 |
|
2019
Q3 | $234K | Sell |
3,361
-739
| -18% | -$51.5K | ﹤0.01% | 1952 |
|
2019
Q2 | $240K | Buy |
+4,100
| New | +$240K | ﹤0.01% | 1924 |
|