LPL Financial’s EXL Service EXLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.71M | Sell |
154,752
-12,707
| -8% | -$438K | ﹤0.01% | 2676 |
|
|
2025
Q4 | $7.11M | Sell |
167,459
-12,185
| -7% | -$498K | ﹤0.01% | 2237 |
|
|
2025
Q3 | $7.91M | Buy |
179,644
+1,288
| +0.7% | +$55.8K | ﹤0.01% | 2088 |
|
|
2025
Q2 | $7.81M | Sell |
178,356
-7,953
| -4% | -$363K | ﹤0.01% | 1946 |
|
|
2025
Q1 | $8.42M | Buy |
186,309
+15,793
| +9% | +$760K | ﹤0.01% | 1729 |
|
|
2024
Q4 | $7.76M | Buy |
170,516
+9,217
| +6% | +$399K | ﹤0.01% | 1733 |
|
|
2024
Q3 | $6.15M | Buy |
161,299
+41,479
| +35% | +$1.45M | ﹤0.01% | 1817 |
|
|
2024
Q2 | $3.76M | Buy |
119,820
+3,543
| +3% | +$106K | ﹤0.01% | 2083 |
|
|
2024
Q1 | $3.7M | Buy |
116,277
+9,565
| +9% | +$298K | ﹤0.01% | 2021 |
|
|
2023
Q4 | $3.29M | Sell |
106,712
-17,501
| -14% | -$495K | ﹤0.01% | 2004 |
|
|
2023
Q3 | $3.48M | Buy |
124,213
+14,018
| +13% | +$410K | ﹤0.01% | 1833 |
|
|
2023
Q2 | $3.33M | Buy |
110,195
+5,320
| +5% | +$168K | ﹤0.01% | 1835 |
|
|
2023
Q1 | $3.39M | Buy |
104,875
+48,185
| +85% | +$1.6M | ﹤0.01% | 1759 |
|
|
2022
Q4 | $1.88M | Sell |
56,690
-19,170
| -25% | -$666K | ﹤0.01% | 2113 |
|
|
2022
Q3 | $2.24M | Sell |
75,860
-41,990
| -36% | -$1.37M | ﹤0.01% | 1894 |
|
|
2022
Q2 | $3.51M | Sell |
117,850
-18,940
| -14% | -$535K | ﹤0.01% | 1621 |
|
|
2022
Q1 | $3.98M | Buy |
136,790
+72,500
| +113% | +$1.84M | ﹤0.01% | 1584 |
|
|
2021
Q4 | $1.86M | Buy |
64,290
+11,275
| +21% | +$297K | ﹤0.01% | 2144 |
|
|
2021
Q3 | $1.32M | Buy |
53,015
+21,970
| +71% | +$513K | ﹤0.01% | 2397 |
|
|
2021
Q2 | $660K | Buy |
31,045
+2,950
| +11% | +$58.6K | ﹤0.01% | 2912 |
|
|
2021
Q1 | $507K | Sell |
28,095
-1,580
| -5% | -$26.9K | ﹤0.01% | 3008 |
|
|
2020
Q4 | $505K | Sell |
29,675
-1,595
| -5% | -$25.3K | ﹤0.01% | 2744 |
|
|
2020
Q3 | $413K | Buy |
31,270
+1,230
| +4% | +$15.8K | ﹤0.01% | 2635 |
|
|
2020
Q2 | $381K | Buy |
30,040
+80
| +0.3% | +$943 | ﹤0.01% | 2645 |
|
|
2020
Q1 | $312K | Buy |
29,960
+265
| +0.9% | +$3.61K | ﹤0.01% | 2473 |
|
|
2019
Q4 | $415K | Buy |
29,695
+515
| +2% | +$7.05K | ﹤0.01% | 2524 |
|
|
2019
Q3 | $391K | Buy |
+29,180
| New | +$390K | ﹤0.01% | 2460 |
|
|
2018
Q3 | – | Sell |
-29,845
| Closed | -$338K | – | 3249 |
|
|
2018
Q2 | $338K | Buy |
29,845
+5,570
| +23% | +$63.5K | ﹤0.01% | 2536 |
|
|
2018
Q1 | $271K | Buy |
+24,275
| New | +$290K | ﹤0.01% | 2709 |
|
Other funds holding EXLS
VCM
VPM
GCM
