IFP 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 | $5.81K | Sell |
89
-130
| -59% | -$9.24K | ﹤0.01% | 3431 |
|
|
2025
Q4 | $15.2K | Buy |
219
+10
| +5% | +$702 | ﹤0.01% | 2855 |
|
|
2025
Q3 | $14.5K | Buy |
209
+109
| +109% | +$7.79K | ﹤0.01% | 2728 |
|
|
2025
Q2 | $15.2K | Buy |
100
+22
| +28% | +$1.71K | ﹤0.01% | 2687 |
|
|
2025
Q1 | $6.32K | Buy |
78
+52
| +200% | +$4.53K | ﹤0.01% | 2741 |
|
|
2024
Q4 | $2.32K | Buy |
26
+1
| +4% | +$101 | ﹤0.01% | 3050 |
|
|
2024
Q3 | $2.88K | Sell |
25
-4
| -14% | -$418 | ﹤0.01% | 2827 |
|
|
2024
Q2 | $2.76K | Buy |
29
+22
| +314% | +$1.98K | ﹤0.01% | 2751 |
|
|
2024
Q1 | $579 | Buy |
+7
| New | +$579 | ﹤0.01% | 2957 |
|
|
2023
Q4 | – | Sell |
-99
| Closed | -$8.47K | – | 3137 |
|
|
2023
Q3 | $8.47K | Buy |
99
+88
| +800% | +$7.96K | ﹤0.01% | 2321 |
|
|
2023
Q2 | $1.03K | Buy |
+11
| New | +$1.03K | ﹤0.01% | 3075 |
|
|
2023
Q1 | – | Sell |
-261
| Closed | -$30K | – | 3725 |
|
|
2022
Q4 | $30K | Buy |
261
+16
| +7% | +$1.55K | ﹤0.01% | 2586 |
|
|
2022
Q3 | $28K | Buy |
245
+148
| +153% | +$14K | ﹤0.01% | 2812 |
|
|
2022
Q2 | $11K | Hold |
97
| – | – | ﹤0.01% | 3318 |
|
|
2022
Q1 | $11K | Buy |
97
+84
| +646% | +$8.1K | ﹤0.01% | 3318 |
|
|
2021
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 2777 |
|
|
2021
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 2843 |
|
|
2021
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 2734 |
|
|
2021
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 2663 |
|
|
2020
Q4 | $2K | Sell |
13
-13
| -50% | -$1.04K | ﹤0.01% | 2603 |
|
|
2020
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 2468 |
|
|
2020
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 2377 |
|
|
2020
Q1 | $2K | Sell |
26
-67
| -72% | -$4.87K | ﹤0.01% | 2350 |
|
|
2019
Q4 | $7K | Buy |
93
+67
| +258% | +$4.42K | ﹤0.01% | 2062 |
|
|
2019
Q3 | $2K | Buy |
+26
| New | +$1.75K | ﹤0.01% | 2680 |
|
|
2019
Q1 | – | Sell |
-104
| Closed | -$5K | – | 2673 |
|
|
2018
Q4 | $5K | Sell |
104
-138
| -57% | -$6.92K | ﹤0.01% | 2832 |
|
|
2018
Q3 | $13K | Hold |
242
| – | – | ﹤0.01% | 2693 |
|
|
2018
Q2 | $12K | Buy |
242
+104
| +75% | +$4.77K | ﹤0.01% | 2781 |
|
|
2018
Q1 | $5K | Hold |
138
| – | – | ﹤0.01% | 3153 |
|
|
2017
Q4 | $5K | Hold |
138
| – | – | ﹤0.01% | 3200 |
|
|
2017
Q3 | $5K | Sell |
138
-214
| -61% | -$7.07K | ﹤0.01% | 3383 |
|
|
2017
Q2 | $10K | Buy |
352
+214
| +155% | +$6.39K | ﹤0.01% | 3011 |
|
|
2017
Q1 | $4K | Hold |
138
| – | – | ﹤0.01% | 3401 |
|
|
2016
Q4 | $4K | Hold |
138
| – | – | ﹤0.01% | 3385 |
|
|
2016
Q3 | $4K | Buy |
138
+92
| +200% | +$2.4K | ﹤0.01% | 3318 |
|
|
2016
Q2 | $1K | Buy |
+46
| New | +$1.2K | ﹤0.01% | 3604 |
|
Other funds holding EXPO
VPM
VCM
CCA
GCM
RA
