Oppenheimer & Co’s eXp World Holdings EXPI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-10,225
| Closed | -$144K | – | 1585 |
|
2024
Q3 | $144K | Buy |
10,225
+40
| +0.4% | +$564 | ﹤0.01% | 1436 |
|
2024
Q2 | $115K | Buy |
+10,185
| New | +$115K | ﹤0.01% | 1378 |
|
2023
Q3 | – | Sell |
-30,926
| Closed | -$627K | – | 1407 |
|
2023
Q2 | $627K | Buy |
+30,926
| New | +$627K | 0.01% | 891 |
|
2021
Q4 | – | Sell |
-5,292
| Closed | -$210K | – | 1513 |
|
2021
Q3 | $210K | Buy |
+5,292
| New | +$210K | ﹤0.01% | 1375 |
|
2021
Q2 | – | Sell |
-83,757
| Closed | -$3.82M | – | 1529 |
|
2021
Q1 | $3.82M | Sell |
83,757
-231,583
| -73% | -$10.5M | 0.08% | 305 |
|
2020
Q4 | $9.95M | Buy |
+315,340
| New | +$9.95M | 0.21% | 108 |
|