Kestra Private Wealth Services’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
2,212
+545
| +33% | +$62.3K | ﹤0.01% | 1380 |
|
|
2025
Q1 | $200K | Buy |
+1,667
| New | +$200K | ﹤0.01% | 1383 |
|
|
2024
Q4 | – | Sell |
-1,617
| Closed | -$212K | – | 1437 |
|
|
2024
Q3 | $212K | Sell |
1,617
-770
| -32% | -$101K | ﹤0.01% | 1240 |
|
|
2024
Q2 | $298K | Sell |
2,387
-325
| -12% | -$40.6K | 0.01% | 1046 |
|
|
2024
Q1 | $330K | Sell |
2,712
-5
| -0.2% | -$608 | 0.01% | 974 |
|
|
2023
Q4 | $346K | Sell |
2,717
-42
| -2% | -$5.34K | 0.01% | 886 |
|
|
2023
Q3 | $316K | Buy |
2,759
+705
| +34% | +$80.8K | 0.01% | 849 |
|
|
2023
Q2 | $249K | Sell |
2,054
-581
| -22% | -$70.4K | 0.01% | 885 |
|
|
2023
Q1 | $290K | Buy |
2,635
+419
| +19% | +$46.1K | 0.01% | 789 |
|
|
2022
Q4 | $230K | Buy |
+2,216
| New | +$230K | 0.01% | 756 |
|
|
2022
Q1 | – | Sell |
-1,762
| Closed | -$237K | – | 1014 |
|
|
2021
Q4 | $237K | Buy |
1,762
+3
| +0.2% | +$404 | 0.01% | 849 |
|
|
2021
Q3 | $210K | Sell |
1,759
-100
| -5% | -$11.9K | 0.01% | 837 |
|
|
2021
Q2 | $235K | Sell |
1,859
-98
| -5% | -$12.4K | 0.01% | 754 |
|
|
2021
Q1 | $211K | Buy |
+1,957
| New | +$211K | 0.01% | 720 |
|