IFP Advisors’s eXp World Holdings EXPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.65K | Buy |
346
+207
| +149% | +$5.17K | ﹤0.01% | 3009 |
|
|
2025
Q1 | $1.44K | Buy |
+139
| New | +$1.44K | ﹤0.01% | 3247 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4279 |
|
|
2023
Q4 | – | Sell |
-9
| Closed | -$146 | – | 3137 |
|
|
2023
Q3 | $146 | Sell |
9
-2,074
| -100% | -$33.6K | ﹤0.01% | 3209 |
|
|
2023
Q2 | $42.2K | Hold |
2,083
| – | – | ﹤0.01% | 1682 |
|
|
2023
Q1 | $35.3K | Sell |
2,083
-1,003
| -33% | -$17K | ﹤0.01% | 1752 |
|
|
2022
Q4 | $55K | Sell |
3,086
-1,507
| -33% | -$26.9K | ﹤0.01% | 2167 |
|
|
2022
Q3 | $80K | Buy |
4,593
+20
| +0.4% | +$348 | ﹤0.01% | 2013 |
|
|
2022
Q2 | $79K | Hold |
4,573
| – | – | ﹤0.01% | 1843 |
|
|
2022
Q1 | $79K | Buy |
+4,573
| New | +$79K | ﹤0.01% | 1843 |
|
|
2021
Q3 | – | Sell |
-685
| Closed | -$27K | – | 3727 |
|
|
2021
Q2 | $27K | Buy |
+685
| New | +$27K | ﹤0.01% | 1791 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3380 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3275 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3145 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3024 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3014 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3079 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3245 |
|
|
2019
Q1 | – | Sell |
-450
| Closed | -$2K | – | 2661 |
|
|
2018
Q4 | $2K | Hold |
450
| – | – | ﹤0.01% | 3097 |
|
|
2018
Q3 | $4K | Buy |
+450
| New | +$4K | ﹤0.01% | 3247 |
|