Inspire Investing’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $391K | Buy |
5,230
+1,004
| +24% | +$75K | 0.04% | 483 |
|
2025
Q1 | $343K | Sell |
4,226
-269
| -6% | -$21.8K | 0.04% | 638 |
|
2024
Q4 | $401K | Buy |
4,495
+910
| +25% | +$81.1K | 0.04% | 589 |
|
2024
Q3 | $413K | Sell |
3,585
-109
| -3% | -$12.6K | 0.04% | 490 |
|
2024
Q2 | $351K | Sell |
3,694
-638
| -15% | -$60.7K | 0.04% | 593 |
|
2024
Q1 | $358K | Sell |
4,332
-9
| -0.2% | -$744 | 0.04% | 613 |
|
2023
Q4 | $382K | Buy |
4,341
+758
| +21% | +$66.7K | 0.04% | 710 |
|
2023
Q3 | $307K | Buy |
3,583
+223
| +7% | +$19.1K | 0.04% | 578 |
|
2023
Q2 | $314K | Buy |
3,360
+646
| +24% | +$60.3K | 0.04% | 629 |
|
2023
Q1 | $271K | Buy |
2,714
+338
| +14% | +$33.7K | 0.03% | 759 |
|
2022
Q4 | $235K | Buy |
2,376
+16
| +0.7% | +$1.59K | 0.03% | 564 |
|
2022
Q3 | $207K | Buy |
2,360
+29
| +1% | +$2.54K | 0.03% | 466 |
|
2022
Q2 | $213K | Buy |
2,331
+135
| +6% | +$12.3K | 0.03% | 412 |
|
2022
Q1 | $237K | Buy |
2,196
+66
| +3% | +$7.12K | 0.03% | 415 |
|
2021
Q4 | $249K | Buy |
2,130
+150
| +8% | +$17.5K | 0.03% | 494 |
|
2021
Q3 | $224K | Sell |
1,980
-3,168
| -62% | -$358K | 0.03% | 721 |
|
2021
Q2 | $459K | Buy |
5,148
+156
| +3% | +$13.9K | 0.06% | 368 |
|
2021
Q1 | $486K | Buy |
+4,992
| New | +$486K | 0.07% | 301 |
|
2020
Q3 | – | Sell |
-2,571
| Closed | -$208K | – | 473 |
|
2020
Q2 | $208K | Sell |
2,571
-379
| -13% | -$30.7K | 0.07% | 431 |
|
2020
Q1 | $212K | Buy |
+2,950
| New | +$212K | 0.08% | 391 |
|
2018
Q1 | – | Sell |
-1,530
| Closed | -$54K | – | 362 |
|
2017
Q4 | $54K | Buy |
+1,530
| New | +$54K | 0.05% | 671 |
|