Kestra Advisory Services’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,627
| Closed | -$234K | – | 2792 |
|
|
2024
Q4 | $234K | Sell |
2,627
-559
| -18% | -$49.8K | ﹤0.01% | 2383 |
|
|
2024
Q3 | $367K | Buy |
3,186
+104
| +3% | +$12K | ﹤0.01% | 1965 |
|
|
2024
Q2 | $293K | Sell |
3,082
-34
| -1% | -$3.23K | ﹤0.01% | 2123 |
|
|
2024
Q1 | $258K | Buy |
3,116
+126
| +4% | +$10.4K | ﹤0.01% | 2116 |
|
|
2023
Q4 | $263K | Buy |
2,990
+174
| +6% | +$15.3K | ﹤0.01% | 1932 |
|
|
2023
Q3 | $241K | Buy |
2,816
+229
| +9% | +$19.6K | ﹤0.01% | 1815 |
|
|
2023
Q2 | $241K | Buy |
2,587
+88
| +4% | +$8.21K | ﹤0.01% | 1788 |
|
|
2023
Q1 | $249K | Sell |
2,499
-3,463
| -58% | -$345K | ﹤0.01% | 1686 |
|
|
2022
Q4 | $591K | Buy |
5,962
+2,746
| +85% | +$272K | 0.01% | 1307 |
|
|
2022
Q3 | $282K | Sell |
3,216
-625
| -16% | -$54.8K | ﹤0.01% | 1630 |
|
|
2022
Q2 | $351K | Buy |
3,841
+1,653
| +76% | +$151K | ﹤0.01% | 1529 |
|
|
2022
Q1 | $236K | Buy |
2,188
+132
| +6% | +$14.2K | ﹤0.01% | 1739 |
|
|
2021
Q4 | $240K | Sell |
2,056
-93
| -4% | -$10.9K | ﹤0.01% | 1759 |
|
|
2021
Q3 | $243K | Buy |
+2,149
| New | +$243K | ﹤0.01% | 1840 |
|