Moody Aldrich Partners’s Expand Energy Corporation Common Stock EXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Sell |
1,781
-28
| -2% | -$3.27K | 0.04% | 174 |
|
|
2025
Q1 | $201K | Sell |
1,809
-705
| -28% | -$78.5K | 0.04% | 168 |
|
|
2024
Q4 | $250K | Buy |
+2,514
| New | +$250K | 0.05% | 179 |
|
|
2023
Q1 | – | Sell |
-3,531
| Closed | -$333K | – | 179 |
|
|
2022
Q4 | $333K | Sell |
3,531
-2,520
| -42% | -$238K | 0.07% | 137 |
|
|
2022
Q3 | $570K | Sell |
6,051
-61
| -1% | -$5.75K | 0.12% | 118 |
|
|
2022
Q2 | $496K | Sell |
6,112
-198,930
| -97% | -$16.1M | 0.1% | 109 |
|
|
2022
Q1 | $17.8M | Buy |
205,042
+24,558
| +14% | +$2.14M | 2.51% | 5 |
|
|
2021
Q4 | $11.6M | Buy |
180,484
+58,830
| +48% | +$3.8M | 1.62% | 10 |
|
|
2021
Q3 | $7.49M | Buy |
+121,654
| New | +$7.49M | 0.95% | 47 |
|