Jones Financial Companies’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3K | Buy |
233
+4
| +2% | +$297 | ﹤0.01% | 2665 |
|
|
2025
Q1 | $18.8K | Buy |
229
+7
| +3% | +$576 | ﹤0.01% | 2457 |
|
|
2024
Q4 | $19.8K | Buy |
222
+192
| +640% | +$17.1K | ﹤0.01% | 2269 |
|
|
2024
Q3 | $3.4K | Buy |
+30
| New | +$3.4K | ﹤0.01% | 2547 |
|
|
2022
Q3 | – | Sell |
-10
| Closed | -$1K | – | 595 |
|
|
2022
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 635 |
|
|
2021
Q1 | – | Sell |
-19
| Closed | -$2K | – | 802 |
|
|
2020
Q4 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 596 |
|