NewEdge Advisors’s eXp World Holdings EXPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$55 Hold
6
﹤0.01% 3928
2025
Q1
$59 Sell
6
-105
-95% -$1.03K ﹤0.01% 3846
2024
Q4
$1.28K Hold
111
﹤0.01% 3528
2024
Q3
$1.56K Buy
111
+6
+6% +$85 ﹤0.01% 3434
2024
Q2
$1.19K Sell
105
-25,880
-100% -$292K ﹤0.01% 3431
2024
Q1
$268K Sell
25,985
-4,285
-14% -$44.3K ﹤0.01% 1694
2023
Q4
$406K Buy
30,270
+1,949
+7% +$26.1K ﹤0.01% 1395
2023
Q3
$460K Buy
28,321
+694
+3% +$11.3K 0.01% 1216
2023
Q2
$560K Buy
27,627
+24,686
+839% +$501K 0.01% 1129
2023
Q1
$37.3K Sell
2,941
-4
-0.1% -$51 ﹤0.01% 2116
2022
Q4
$99 Buy
+2,945
New +$99 ﹤0.01% 3376
2021
Q2
Sell
-6,407
Closed -$292K 1156
2021
Q1
$292K Sell
6,407
-2,447
-28% -$112K 0.01% 821
2020
Q4
$279K Buy
+8,854
New +$279K 0.01% 784