Lido Advisors’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Buy |
4,537
+116
| +3% | +$8.67K | ﹤0.01% | 1149 |
|
|
2025
Q1 | $358K | Buy |
+4,421
| New | +$358K | ﹤0.01% | 1059 |
|
|
2022
Q3 | – | Sell |
-3,775
| Closed | -$345K | – | 865 |
|
|
2022
Q2 | $345K | Buy |
+3,775
| New | +$345K | ﹤0.01% | 583 |
|
|
2022
Q1 | – | Sell |
-3,182
| Closed | -$371K | – | 906 |
|
|
2021
Q4 | $371K | Buy |
3,182
+1,190
| +60% | +$139K | ﹤0.01% | 630 |
|
|
2021
Q3 | $225K | Buy |
+1,992
| New | +$225K | ﹤0.01% | 765 |
|