IFP Advisors’s EXL Service EXLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $158K | Buy |
5,199
+2,174
| +72% | +$75K | ﹤0.01% | 1527 |
|
|
2025
Q4 | $128K | Sell |
3,025
-1,483
| -33% | -$60.6K | ﹤0.01% | 1631 |
|
|
2025
Q3 | $198K | Buy |
4,508
+1,629
| +57% | +$70.5K | 0.01% | 1291 |
|
|
2025
Q2 | $131K | Buy |
2,879
+158
| +6% | +$7.22K | ﹤0.01% | 1494 |
|
|
2025
Q1 | $128K | Sell |
2,721
-33
| -1% | -$1.59K | ﹤0.01% | 1397 |
|
|
2024
Q4 | $122K | Buy |
2,754
+102
| +4% | +$4.41K | ﹤0.01% | 1367 |
|
|
2024
Q3 | $101K | Buy |
2,652
+2,507
| +1,729% | +$87.6K | ﹤0.01% | 1397 |
|
|
2024
Q2 | $4.55K | Hold |
145
| – | – | ﹤0.01% | 2595 |
|
|
2024
Q1 | $4.61K | Sell |
145
-75
| -34% | -$2.33K | ﹤0.01% | 2475 |
|
|
2023
Q4 | $6.79K | Sell |
220
-215
| -49% | -$6.09K | ﹤0.01% | 2319 |
|
|
2023
Q3 | $12.2K | Sell |
435
-385
| -47% | -$11.3K | ﹤0.01% | 2165 |
|
|
2023
Q2 | $24.8K | Buy |
820
+750
| +1,071% | +$23.7K | ﹤0.01% | 1910 |
|
|
2023
Q1 | $827 | Sell |
70
-560
| -89% | -$18.6K | ﹤0.01% | 3113 |
|
|
2022
Q4 | $28K | Buy |
630
+50
| +9% | +$1.74K | ﹤0.01% | 2645 |
|
|
2022
Q3 | $26K | Sell |
580
-25
| -4% | -$816 | ﹤0.01% | 2863 |
|
|
2022
Q2 | $27K | Hold |
605
| – | – | ﹤0.01% | 2609 |
|
|
2022
Q1 | $27K | Buy |
605
+465
| +332% | +$11.8K | ﹤0.01% | 2609 |
|
|
2021
Q4 | $4K | Sell |
140
-55
| -28% | -$1.45K | ﹤0.01% | 2565 |
|
|
2021
Q3 | $5K | Hold |
195
| – | – | ﹤0.01% | 2548 |
|
|
2021
Q2 | $4K | Sell |
195
-90
| -32% | -$1.79K | ﹤0.01% | 2541 |
|
|
2021
Q1 | $5K | Sell |
285
-410
| -59% | -$6.99K | ﹤0.01% | 2407 |
|
|
2020
Q4 | $12K | Hold |
695
| – | – | ﹤0.01% | 1984 |
|
|
2020
Q3 | $9K | Sell |
695
-155
| -18% | -$1.99K | ﹤0.01% | 1940 |
|
|
2020
Q2 | $11K | Sell |
850
-95
| -10% | -$1.12K | ﹤0.01% | 1778 |
|
|
2020
Q1 | $10K | Sell |
945
-460
| -33% | -$6.27K | ﹤0.01% | 1760 |
|
|
2019
Q4 | $19K | Buy |
1,405
+105
| +8% | +$1.44K | ﹤0.01% | 1627 |
|
|
2019
Q3 | $17K | Buy |
+1,300
| New | +$17.4K | ﹤0.01% | 1829 |
|
|
2019
Q1 | – | Sell |
-1,115
| Closed | -$12K | – | 2676 |
|
|
2018
Q4 | $12K | Sell |
1,115
-165
| -13% | -$1.92K | ﹤0.01% | 2404 |
|
|
2018
Q3 | $17K | Hold |
1,280
| – | – | ﹤0.01% | 2537 |
|
|
2018
Q2 | $14K | Buy |
1,280
+580
| +83% | +$6.61K | ﹤0.01% | 2686 |
|
|
2018
Q1 | $8K | Hold |
700
| – | – | ﹤0.01% | 2913 |
|
|
2017
Q4 | $8K | Buy |
700
+365
| +109% | +$4.46K | ﹤0.01% | 2958 |
|
|
2017
Q3 | $4K | Buy |
+335
| New | +$3.75K | ﹤0.01% | 3499 |
|
|
2017
Q1 | – | Sell |
-1,060
| Closed | -$11K | – | 4029 |
|
|
2016
Q4 | $11K | Hold |
1,060
| – | – | ﹤0.01% | 2838 |
|
|
2016
Q3 | $11K | Buy |
1,060
+610
| +136% | +$6.2K | ﹤0.01% | 2766 |
|
|
2016
Q2 | $5K | Buy |
+450
| New | +$4.56K | ﹤0.01% | 3135 |
|
|
2016
Q1 | – | Sell |
-310
| Closed | -$3K | – | 2692 |
|
|
2015
Q4 | $3K | Buy |
+310
| New | +$2.71K | ﹤0.01% | 3173 |
|
Other funds holding EXLS
VCM
VPM
GCM
