IFP Advisors’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-733
| Closed | -$88.1K | – | 1487 |
|
|
2025
Q1 | $88.1K | Sell |
733
-52
| -7% | -$6.25K | ﹤0.01% | 1599 |
|
|
2024
Q4 | $86.9K | Buy |
785
+40
| +5% | +$4.43K | ﹤0.01% | 1541 |
|
|
2024
Q3 | $97.9K | Sell |
745
-93
| -11% | -$12.2K | ﹤0.01% | 1414 |
|
|
2024
Q2 | $105K | Hold |
838
| – | – | ﹤0.01% | 1350 |
|
|
2024
Q1 | $102K | Buy |
838
+77
| +10% | +$9.36K | ﹤0.01% | 1278 |
|
|
2023
Q4 | $96.7K | Buy |
761
+140
| +23% | +$17.8K | ﹤0.01% | 1261 |
|
|
2023
Q3 | $71.1K | Sell |
621
-5,528
| -90% | -$633K | ﹤0.01% | 1420 |
|
|
2023
Q2 | $745K | Buy |
6,149
+5,645
| +1,120% | +$684K | 0.03% | 522 |
|
|
2023
Q1 | $23.1K | Sell |
504
-494
| -49% | -$22.7K | ﹤0.01% | 1954 |
|
|
2022
Q4 | $67K | Sell |
998
-310
| -24% | -$20.8K | ﹤0.01% | 2022 |
|
|
2022
Q3 | $76K | Buy |
1,308
+274
| +26% | +$15.9K | ﹤0.01% | 2052 |
|
|
2022
Q2 | $55K | Hold |
1,034
| – | – | ﹤0.01% | 2100 |
|
|
2022
Q1 | $55K | Buy |
1,034
+635
| +159% | +$33.8K | ﹤0.01% | 2100 |
|
|
2021
Q4 | $55K | Buy |
399
+84
| +27% | +$11.6K | ﹤0.01% | 1491 |
|
|
2021
Q3 | $39K | Buy |
315
+4
| +1% | +$495 | ﹤0.01% | 1629 |
|
|
2021
Q2 | $40K | Buy |
311
+50
| +19% | +$6.43K | ﹤0.01% | 1616 |
|
|
2021
Q1 | $27K | Sell |
261
-54
| -17% | -$5.59K | ﹤0.01% | 1705 |
|
|
2020
Q4 | $29K | Sell |
315
-82
| -21% | -$7.55K | ﹤0.01% | 1653 |
|
|
2020
Q3 | $34K | Buy |
397
+55
| +16% | +$4.71K | ﹤0.01% | 1421 |
|
|
2020
Q2 | $22K | Buy |
342
+100
| +41% | +$6.43K | ﹤0.01% | 1527 |
|
|
2020
Q1 | $15K | Buy |
242
+5
| +2% | +$310 | ﹤0.01% | 1592 |
|
|
2019
Q4 | $18K | Hold |
237
| – | – | ﹤0.01% | 1652 |
|
|
2019
Q3 | $17K | Buy |
+237
| New | +$17K | ﹤0.01% | 1828 |
|
|
2019
Q1 | $36K | Sell |
466
-1,250
| -73% | -$96.6K | ﹤0.01% | 1104 |
|
|
2018
Q4 | $114K | Buy |
1,716
+323
| +23% | +$21.5K | 0.01% | 1120 |
|
|
2018
Q3 | $102K | Buy |
1,393
+150
| +12% | +$11K | ﹤0.01% | 1452 |
|
|
2018
Q2 | $91K | Buy |
1,243
+249
| +25% | +$18.2K | ﹤0.01% | 1516 |
|
|
2018
Q1 | $64K | Hold |
994
| – | – | ﹤0.01% | 1658 |
|
|
2017
Q4 | $64K | Sell |
994
-274
| -22% | -$17.6K | ﹤0.01% | 1656 |
|
|
2017
Q3 | $76K | Buy |
1,268
+25
| +2% | +$1.5K | ﹤0.01% | 1701 |
|
|
2017
Q2 | $70K | Buy |
1,243
+124
| +11% | +$6.98K | ﹤0.01% | 1731 |
|
|
2017
Q1 | $63K | Hold |
1,119
| – | – | ﹤0.01% | 1772 |
|
|
2016
Q4 | $59K | Sell |
1,119
-377
| -25% | -$19.9K | ﹤0.01% | 1766 |
|
|
2016
Q3 | $77K | Sell |
1,496
-53
| -3% | -$2.73K | ﹤0.01% | 1525 |
|
|
2016
Q2 | $76K | Buy |
1,549
+1,083
| +232% | +$53.1K | ﹤0.01% | 1491 |
|
|
2016
Q1 | $36K | Sell |
466
-407
| -47% | -$31.4K | ﹤0.01% | 1104 |
|
|
2015
Q4 | $39K | Buy |
+873
| New | +$39K | ﹤0.01% | 1749 |
|