LGT Financial Advisors’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 |
-202
| Closed | -$18K | – | 449 |
|
|
2024
Q4 | $18K | Hold |
202
| – | – | 0.04% | 332 |
|
|
2024
Q3 | $23.3K | Hold |
202
| – | – | 0.06% | 252 |
|
|
2024
Q2 | $19.2K | Hold |
202
| – | – | 0.04% | 311 |
|
|
2024
Q1 | $16.7K | Hold |
202
| – | – | 0.02% | 397 |
|
|
2023
Q4 | $17.8K | Hold |
202
| – | – | 0.02% | 377 |
|
|
2023
Q3 | $17.3K | Buy |
+202
| New | +$17.3K | 0.02% | 370 |
|