Independent Advisor Alliance’s Expand Energy Corporation Common Stock EXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Sell |
18,650
-727
| -4% | -$85K | 0.06% | 258 |
|
|
2025
Q1 | $2.16M | Sell |
19,377
-1,125
| -5% | -$125K | 0.07% | 243 |
|
|
2024
Q4 | $2.04M | Buy |
20,502
+13,039
| +175% | +$1.3M | 0.03% | 511 |
|
|
2024
Q3 | $614K | Buy |
7,463
+201
| +3% | +$16.5K | 0.02% | 418 |
|
|
2024
Q2 | $597K | Sell |
7,262
-3,661
| -34% | -$301K | 0.02% | 422 |
|
|
2024
Q1 | $970K | Buy |
10,923
+52
| +0.5% | +$4.62K | 0.04% | 327 |
|
|
2023
Q4 | $836K | Buy |
10,871
+2,700
| +33% | +$208K | 0.03% | 337 |
|
|
2023
Q3 | $705K | Hold |
8,171
| – | – | 0.03% | 350 |
|
|
2023
Q2 | $684K | Buy |
8,171
+100
| +1% | +$8.37K | 0.03% | 361 |
|
|
2023
Q1 | $614K | Buy |
+8,071
| New | +$614K | 0.03% | 382 |
|
|
2022
Q4 | – | Sell |
-5,783
| Closed | -$545K | – | 645 |
|
|
2022
Q3 | $545K | Sell |
5,783
-1,366
| -19% | -$129K | 0.03% | 353 |
|
|
2022
Q2 | $580K | Buy |
7,149
+1,212
| +20% | +$98.3K | 0.03% | 345 |
|
|
2022
Q1 | $517K | Buy |
5,937
+375
| +7% | +$32.7K | 0.02% | 387 |
|
|
2021
Q4 | $359K | Buy |
+5,562
| New | +$359K | 0.02% | 475 |
|