Kestra Advisory Services’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 | $586K | Sell |
5,014
-51
| -1% | -$5.96K | ﹤0.01% | 1848 |
|
|
2025
Q1 | $564K | Buy |
5,065
+379
| +8% | +$42.2K | ﹤0.01% | 1744 |
|
|
2024
Q4 | $466K | Buy |
+4,686
| New | +$466K | ﹤0.01% | 1915 |
|
|
2024
Q1 | – | Sell |
-2,730
| Closed | -$210K | – | 2542 |
|
|
2023
Q4 | $210K | Buy |
2,730
+284
| +12% | +$21.9K | ﹤0.01% | 2081 |
|
|
2023
Q3 | $211K | Sell |
2,446
-605
| -20% | -$52.2K | ﹤0.01% | 1905 |
|
|
2023
Q2 | $255K | Buy |
+3,051
| New | +$255K | ﹤0.01% | 1743 |
|
|
2023
Q1 | – | Sell |
-3,533
| Closed | -$333K | – | 2329 |
|
|
2022
Q4 | $333K | Buy |
3,533
+1,392
| +65% | +$131K | ﹤0.01% | 1663 |
|
|
2022
Q3 | $202K | Buy |
+2,141
| New | +$202K | ﹤0.01% | 1875 |
|