Lee Financial’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-150
| Closed | -$13.2K | – | 391 |
|
|
2023
Q4 | $13.2K | Hold |
150
| – | – | ﹤0.01% | 384 |
|
|
2023
Q3 | $12.8K | Hold |
150
| – | – | ﹤0.01% | 373 |
|
|
2023
Q2 | $14K | Hold |
150
| – | – | ﹤0.01% | 360 |
|
|
2023
Q1 | $15K | Buy |
150
+20
| +15% | +$1.99K | ﹤0.01% | 358 |
|
|
2022
Q4 | $12.9K | Hold |
130
| – | – | ﹤0.01% | 415 |
|
|
2022
Q3 | $11K | Hold |
130
| – | – | ﹤0.01% | 416 |
|
|
2022
Q2 | $12K | Hold |
130
| – | – | ﹤0.01% | 418 |
|
|
2022
Q1 | $14K | Hold |
130
| – | – | ﹤0.01% | 388 |
|
|
2021
Q4 | $15K | Sell |
130
-35
| -21% | -$4.04K | ﹤0.01% | 415 |
|
|
2021
Q3 | $19K | Hold |
165
| – | – | ﹤0.01% | 338 |
|
|
2021
Q2 | $15K | Hold |
165
| – | – | ﹤0.01% | 355 |
|
|
2021
Q1 | $16K | Sell |
165
-85
| -34% | -$8.24K | ﹤0.01% | 333 |
|
|
2020
Q4 | $23K | Hold |
250
| – | – | 0.01% | 269 |
|
|
2020
Q3 | $18K | Hold |
250
| – | – | 0.01% | 318 |
|
|
2020
Q2 | $20K | Sell |
250
-35
| -12% | -$2.8K | 0.01% | 276 |
|
|
2020
Q1 | $20K | Hold |
285
| – | – | 0.01% | 232 |
|
|
2019
Q4 | $20K | Hold |
285
| – | – | ﹤0.01% | 252 |
|
|
2019
Q3 | $20K | Sell |
285
-35
| -11% | -$2.46K | ﹤0.01% | 254 |
|
|
2019
Q2 | $19K | Hold |
320
| – | – | ﹤0.01% | 263 |
|
|
2019
Q1 | $18K | Hold |
320
| – | – | ﹤0.01% | 262 |
|
|
2018
Q4 | $16K | Sell |
320
-60
| -16% | -$3K | ﹤0.01% | 240 |
|
|
2018
Q3 | $20K | Hold |
380
| – | – | ﹤0.01% | 247 |
|
|
2018
Q2 | $18K | Hold |
380
| – | – | ﹤0.01% | 363 |
|
|
2018
Q1 | $15K | Hold |
380
| – | – | ﹤0.01% | 397 |
|
|
2017
Q4 | $14K | Buy |
380
+50
| +15% | +$1.84K | ﹤0.01% | 282 |
|
|
2017
Q3 | $12K | Hold |
330
| – | – | ﹤0.01% | 302 |
|
|
2017
Q2 | $10K | Hold |
330
| – | – | ﹤0.01% | 317 |
|
|
2017
Q1 | $10K | Hold |
330
| – | – | ﹤0.01% | 274 |
|
|
2016
Q4 | $10K | Buy |
+330
| New | +$10K | 0.01% | 285 |
|