Kovitz Investment Group Partners’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
$419K Sell
9,571
-71
-0.7% -$3.11K ﹤0.01% 1033
2025
Q1
$455K Buy
9,642
+45
+0.5% +$2.12K ﹤0.01% 924
2024
Q4
$426K Sell
9,597
-912
-9% -$40.5K ﹤0.01% 938
2024
Q3
$386K Sell
10,509
-6,936
-40% -$255K ﹤0.01% 806
2024
Q2
$547K Buy
+17,445
New +$547K ﹤0.01% 638