JFS Wealth Advisors’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 | $35.7K | Buy |
305
+170
| +126% | +$19.9K | ﹤0.01% | 535 |
|
|
2025
Q1 | $15K | Hold |
135
| – | – | ﹤0.01% | 746 |
|
|
2024
Q4 | $13.4K | Buy |
135
+49
| +57% | +$4.88K | ﹤0.01% | 767 |
|
|
2024
Q3 | $7.07K | Buy |
86
+13
| +18% | +$1.07K | ﹤0.01% | 985 |
|
|
2024
Q2 | $6K | Buy |
73
+4
| +6% | +$329 | ﹤0.01% | 993 |
|
|
2024
Q1 | $6.13K | Hold |
69
| – | – | ﹤0.01% | 1029 |
|
|
2023
Q4 | $5.31K | Sell |
69
-3
| -4% | -$231 | ﹤0.01% | 1031 |
|
|
2023
Q3 | $6.21K | Buy |
72
+35
| +95% | +$3.02K | ﹤0.01% | 903 |
|
|
2023
Q2 | $3.1K | Buy |
37
+8
| +28% | +$670 | ﹤0.01% | 1214 |
|
|
2023
Q1 | $2.21K | Sell |
29
-13
| -31% | -$989 | ﹤0.01% | 1323 |
|
|
2022
Q4 | $3.96K | Buy |
42
+1
| +2% | +$94 | ﹤0.01% | 1084 |
|
|
2022
Q3 | $4K | Buy |
41
+19
| +86% | +$1.85K | ﹤0.01% | 1118 |
|
|
2022
Q2 | $2K | Buy |
22
+1
| +5% | +$91 | ﹤0.01% | 1421 |
|
|
2022
Q1 | $2K | Buy |
21
+15
| +250% | +$1.43K | ﹤0.01% | 1529 |
|
|
2021
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1909 |
|