LPL Financial’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 | $7.81M | Sell |
178,356
-7,953
| -4% | -$348K | ﹤0.01% | 1942 |
|
|
2025
Q1 | $8.42M | Buy |
186,309
+15,793
| +9% | +$714K | ﹤0.01% | 1726 |
|
|
2024
Q4 | $7.76M | Buy |
170,516
+9,217
| +6% | +$420K | ﹤0.01% | 1728 |
|
|
2024
Q3 | $6.15M | Buy |
161,299
+41,479
| +35% | +$1.58M | ﹤0.01% | 1810 |
|
|
2024
Q2 | $3.76M | Buy |
119,820
+3,543
| +3% | +$111K | ﹤0.01% | 2071 |
|
|
2024
Q1 | $3.7M | Buy |
116,277
+9,565
| +9% | +$304K | ﹤0.01% | 2009 |
|
|
2023
Q4 | $3.29M | Sell |
106,712
-17,501
| -14% | -$540K | ﹤0.01% | 1993 |
|
|
2023
Q3 | $3.48M | Buy |
124,213
+14,018
| +13% | +$393K | ﹤0.01% | 1827 |
|
|
2023
Q2 | $3.33M | Buy |
110,195
+5,320
| +5% | +$161K | ﹤0.01% | 1831 |
|
|
2023
Q1 | $3.39M | Buy |
104,875
+48,185
| +85% | +$1.56M | ﹤0.01% | 1756 |
|
|
2022
Q4 | $1.88M | Sell |
56,690
-19,170
| -25% | -$636K | ﹤0.01% | 2111 |
|
|
2022
Q3 | $2.24M | Sell |
75,860
-41,990
| -36% | -$1.24M | ﹤0.01% | 1891 |
|
|
2022
Q2 | $3.51M | Sell |
117,850
-18,940
| -14% | -$565K | ﹤0.01% | 1618 |
|
|
2022
Q1 | $3.98M | Buy |
136,790
+72,500
| +113% | +$2.11M | ﹤0.01% | 1581 |
|
|
2021
Q4 | $1.86M | Buy |
64,290
+11,275
| +21% | +$326K | ﹤0.01% | 2137 |
|
|
2021
Q3 | $1.32M | Buy |
53,015
+21,970
| +71% | +$546K | ﹤0.01% | 2385 |
|
|
2021
Q2 | $660K | Buy |
31,045
+2,950
| +11% | +$62.7K | ﹤0.01% | 2903 |
|
|
2021
Q1 | $507K | Sell |
28,095
-1,580
| -5% | -$28.5K | ﹤0.01% | 2998 |
|
|
2020
Q4 | $505K | Sell |
29,675
-1,595
| -5% | -$27.1K | ﹤0.01% | 2735 |
|
|
2020
Q3 | $413K | Buy |
31,270
+1,230
| +4% | +$16.2K | ﹤0.01% | 2622 |
|
|
2020
Q2 | $381K | Buy |
30,040
+80
| +0.3% | +$1.02K | ﹤0.01% | 2628 |
|
|
2020
Q1 | $312K | Buy |
29,960
+265
| +0.9% | +$2.76K | ﹤0.01% | 2468 |
|
|
2019
Q4 | $415K | Buy |
29,695
+515
| +2% | +$7.2K | ﹤0.01% | 2517 |
|
|
2019
Q3 | $391K | Buy |
+29,180
| New | +$391K | ﹤0.01% | 2456 |
|
|
2018
Q3 | – | Sell |
-29,845
| Closed | -$338K | – | 3233 |
|
|
2018
Q2 | $338K | Buy |
29,845
+5,570
| +23% | +$63.1K | ﹤0.01% | 2519 |
|
|
2018
Q1 | $271K | Buy |
+24,275
| New | +$271K | ﹤0.01% | 2692 |
|