Johnson Financial Group Inc (Wisconsin)’s EXL Service EXLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$96.8K | ﹤0.01% | 375 |
|
|
2022
Q1 | – | Sell |
-30
| Closed | -$1K | – | 711 |
|
|
2021
Q4 | $1K | Sell |
30
-30
| -50% | -$1K | ﹤0.01% | 712 |
|
|
2021
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 681 |
|
|
2021
Q2 | $1K | Buy |
+60
| New | +$1K | ﹤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% | +$11.5K | ﹤0.01% | 493 |
|
|
2016
Q3 | $11K | Sell |
1,125
-1,500
| -57% | -$14.7K | ﹤0.01% | 576 |
|
|
2016
Q2 | $28K | Hold |
2,625
| – | – | ﹤0.01% | 517 |
|
|
2016
Q1 | $27K | Sell |
2,625
-1,625
| -38% | -$16.7K | 0.01% | 452 |
|
|
2015
Q4 | $38K | Sell |
4,250
-4,500
| -51% | -$40.2K | 0.01% | 420 |
|
|
2015
Q3 | $65K | Buy |
8,750
+4,250
| +94% | +$31.6K | 0.01% | 426 |
|
|
2015
Q2 | $31K | Buy |
+4,500
| New | +$31K | 0.01% | 551 |
|
|
2013
Q3 | – | Sell |
-370
| Closed | -$2K | – | 681 |
|
|
2013
Q2 | $2K | Buy |
+370
| New | +$2K | ﹤0.01% | 668 |
|