Johnson Financial Group Inc (Wisconsin)’s EXL Service EXLS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,630	Closed	-$71.8K	–	987
2025 Q3	$71.8K	Buy	+1,630	New	+$70.6K	﹤0.01%	524
2025 Q2	–	Sell	-1,925	Closed	-$90.9K	–	770
2025 Q1	$90.9K	Hold	1,925	–	–	﹤0.01%	502
2024 Q4	$96.8K	Buy	+1,925	New	+$83.3K	﹤0.01%	375
2022 Q1	–	Sell	-30	Closed	-$1K	–	711
2021 Q4	$1K	Sell	30 -30	-50%	-$790	﹤0.01%	712
2021 Q3	$1K	Hold	60	–	–	﹤0.01%	681
2021 Q2	$1K	Buy	+60	New	+$1.19K	﹤0.01%	697
2017 Q2	–	Sell	-2,250	Closed	-$21K	–	582
2017 Q1	$21K	Hold	2,250	–	–	﹤0.01%	511
2016 Q4	$23K	Buy	2,250 +1,125	+100%	+$10.8K	﹤0.01%	493
2016 Q3	$11K	Sell	1,125 -1,500	-57%	-$15.3K	﹤0.01%	576
2016 Q2	$28K	Hold	2,625	–	–	﹤0.01%	517
2016 Q1	$27K	Sell	2,625 -1,625	-38%	-$14.9K	0.01%	452
2015 Q4	$38K	Sell	4,250 -4,500	-51%	-$39.3K	0.01%	420
2015 Q3	$65K	Buy	8,750 +4,250	+94%	+$31.5K	0.01%	426
2015 Q2	$31K	Buy	+4,500	New	+$31.3K	0.01%	551
2013 Q3	–	Sell	-370	Closed	-$2K	–	681
2013 Q2	$2K	Buy	+370	New	+$2.27K	﹤0.01%	668