LPL Financial’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.79M | Sell |
58,082
-2,510
| -4% | -$178K | ﹤0.01% | 2881 |
|
|
2025
Q4 | $4.21M | Sell |
60,592
-9,332
| -13% | -$655K | ﹤0.01% | 2688 |
|
|
2025
Q3 | $4.86M | Sell |
69,924
-2,081
| -3% | -$149K | ﹤0.01% | 2486 |
|
|
2025
Q2 | $5.38M | Buy |
72,005
+2,101
| +3% | +$163K | ﹤0.01% | 2244 |
|
|
2025
Q1 | $5.67M | Buy |
69,904
+31
| +0% | +$2.7K | ﹤0.01% | 2052 |
|
|
2024
Q4 | $6.23M | Buy |
69,873
+9,658
| +16% | +$973K | ﹤0.01% | 1893 |
|
|
2024
Q3 | $6.94M | Buy |
60,215
+7,400
| +14% | +$774K | ﹤0.01% | 1735 |
|
|
2024
Q2 | $5.02M | Buy |
52,815
+5,686
| +12% | +$513K | ﹤0.01% | 1848 |
|
|
2024
Q1 | $3.9M | Sell |
47,129
-3,580
| -7% | -$296K | ﹤0.01% | 1977 |
|
|
2023
Q4 | $4.46M | Buy |
50,709
+4,648
| +10% | +$381K | ﹤0.01% | 1758 |
|
|
2023
Q3 | $3.94M | Buy |
46,061
+11,023
| +31% | +$997K | ﹤0.01% | 1736 |
|
|
2023
Q2 | $3.27M | Buy |
35,038
+5,963
| +21% | +$561K | ﹤0.01% | 1851 |
|
|
2023
Q1 | $2.9M | Buy |
29,075
+1,758
| +6% | +$179K | ﹤0.01% | 1861 |
|
|
2022
Q4 | $2.71M | Sell |
27,317
-1,620
| -6% | -$157K | ﹤0.01% | 1849 |
|
|
2022
Q3 | $2.54M | Buy |
28,937
+1,436
| +5% | +$136K | ﹤0.01% | 1806 |
|
|
2022
Q2 | $2.52M | Sell |
27,501
-420
| -2% | -$39.6K | ﹤0.01% | 1855 |
|
|
2022
Q1 | $3.02M | Sell |
27,921
-1,227
| -4% | -$118K | ﹤0.01% | 1746 |
|
|
2021
Q4 | $3.4M | Buy |
29,148
+3,078
| +12% | +$362K | ﹤0.01% | 1706 |
|
|
2021
Q3 | $2.95M | Buy |
26,070
+7,103
| +37% | +$766K | ﹤0.01% | 1759 |
|
|
2021
Q2 | $1.69M | Buy |
18,967
+2,024
| +12% | +$190K | ﹤0.01% | 2111 |
|
|
2021
Q1 | $1.65M | Buy |
16,943
+4,317
| +34% | +$405K | ﹤0.01% | 1987 |
|
|
2020
Q4 | $1.14M | Buy |
12,626
+2,073
| +20% | +$165K | ﹤0.01% | 2082 |
|
|
2020
Q3 | $760K | Sell |
10,553
-949
| -8% | -$75.5K | ﹤0.01% | 2142 |
|
|
2020
Q2 | $931K | Buy |
11,502
+1,653
| +17% | +$119K | ﹤0.01% | 1873 |
|
|
2020
Q1 | $708K | Sell |
9,849
-1,471
| -13% | -$107K | ﹤0.01% | 1852 |
|
|
2019
Q4 | $781K | Buy |
11,320
+4,657
| +70% | +$308K | ﹤0.01% | 2024 |
|
|
2019
Q3 | $466K | Buy |
6,663
+252
| +4% | +$17K | ﹤0.01% | 2312 |
|
|
2019
Q2 | $375K | Buy |
6,411
+339
| +6% | +$19.3K | ﹤0.01% | 2513 |
|
|
2019
Q1 | $350K | Buy |
6,072
+571
| +10% | +$30.8K | ﹤0.01% | 2512 |
|
|
2018
Q4 | $279K | Buy |
5,501
+1,018
| +23% | +$51.1K | ﹤0.01% | 2521 |
|
|
2018
Q3 | $240K | Buy |
+4,483
| New | +$230K | ﹤0.01% | 2860 |
|
Other funds holding EXPO
VPM
VCM
CCA
GCM
RA
