LPL Financial’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.38M | Buy |
72,005
+2,101
| +3% | +$157K | ﹤0.01% | 2237 |
|
|
2025
Q1 | $5.67M | Buy |
69,904
+31
| +0% | +$2.51K | ﹤0.01% | 2047 |
|
|
2024
Q4 | $6.23M | Buy |
69,873
+9,658
| +16% | +$861K | ﹤0.01% | 1887 |
|
|
2024
Q3 | $6.94M | Buy |
60,215
+7,400
| +14% | +$853K | ﹤0.01% | 1728 |
|
|
2024
Q2 | $5.02M | Buy |
52,815
+5,686
| +12% | +$541K | ﹤0.01% | 1841 |
|
|
2024
Q1 | $3.9M | Sell |
47,129
-3,580
| -7% | -$296K | ﹤0.01% | 1967 |
|
|
2023
Q4 | $4.46M | Buy |
50,709
+4,648
| +10% | +$409K | ﹤0.01% | 1751 |
|
|
2023
Q3 | $3.94M | Buy |
46,061
+11,023
| +31% | +$944K | ﹤0.01% | 1730 |
|
|
2023
Q2 | $3.27M | Buy |
35,038
+5,963
| +21% | +$556K | ﹤0.01% | 1847 |
|
|
2023
Q1 | $2.9M | Buy |
29,075
+1,758
| +6% | +$175K | ﹤0.01% | 1858 |
|
|
2022
Q4 | $2.71M | Sell |
27,317
-1,620
| -6% | -$161K | ﹤0.01% | 1847 |
|
|
2022
Q3 | $2.54M | Buy |
28,937
+1,436
| +5% | +$126K | ﹤0.01% | 1803 |
|
|
2022
Q2 | $2.52M | Sell |
27,501
-420
| -2% | -$38.4K | ﹤0.01% | 1851 |
|
|
2022
Q1 | $3.02M | Sell |
27,921
-1,227
| -4% | -$133K | ﹤0.01% | 1742 |
|
|
2021
Q4 | $3.4M | Buy |
29,148
+3,078
| +12% | +$359K | ﹤0.01% | 1704 |
|
|
2021
Q3 | $2.95M | Buy |
26,070
+7,103
| +37% | +$804K | ﹤0.01% | 1754 |
|
|
2021
Q2 | $1.69M | Buy |
18,967
+2,024
| +12% | +$181K | ﹤0.01% | 2106 |
|
|
2021
Q1 | $1.65M | Buy |
16,943
+4,317
| +34% | +$421K | ﹤0.01% | 1984 |
|
|
2020
Q4 | $1.14M | Buy |
12,626
+2,073
| +20% | +$187K | ﹤0.01% | 2076 |
|
|
2020
Q3 | $760K | Sell |
10,553
-949
| -8% | -$68.3K | ﹤0.01% | 2131 |
|
|
2020
Q2 | $931K | Buy |
11,502
+1,653
| +17% | +$134K | ﹤0.01% | 1863 |
|
|
2020
Q1 | $708K | Sell |
9,849
-1,471
| -13% | -$106K | ﹤0.01% | 1848 |
|
|
2019
Q4 | $781K | Buy |
11,320
+4,657
| +70% | +$321K | ﹤0.01% | 2020 |
|
|
2019
Q3 | $466K | Buy |
6,663
+252
| +4% | +$17.6K | ﹤0.01% | 2309 |
|
|
2019
Q2 | $375K | Buy |
6,411
+339
| +6% | +$19.8K | ﹤0.01% | 2504 |
|
|
2019
Q1 | $350K | Buy |
6,072
+571
| +10% | +$32.9K | ﹤0.01% | 2500 |
|
|
2018
Q4 | $279K | Buy |
5,501
+1,018
| +23% | +$51.6K | ﹤0.01% | 2508 |
|
|
2018
Q3 | $240K | Buy |
+4,483
| New | +$240K | ﹤0.01% | 2848 |
|