Orion Portfolio Solutions’s EXL Service EXLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.81M | Buy |
38,264
+9,061
| +31% | +$428K | 0.02% | 765 |
|
|
2024
Q4 | $1.3M | Buy |
29,203
+4,052
| +16% | +$180K | 0.01% | 908 |
|
|
2024
Q3 | $960K | Sell |
25,151
-1,615
| -6% | -$61.6K | 0.01% | 1060 |
|
|
2024
Q2 | $839K | Buy |
26,766
+16
| +0.1% | +$502 | 0.01% | 1059 |
|
|
2024
Q1 | $851K | Buy |
26,750
+10,101
| +61% | +$321K | 0.01% | 1053 |
|
|
2023
Q4 | $502K | Buy |
16,649
+1,203
| +8% | +$36.3K | 0.01% | 1208 |
|
|
2023
Q3 | $433K | Buy |
15,446
+6,276
| +68% | +$176K | 0.01% | 1256 |
|
|
2023
Q2 | $277K | Sell |
9,170
-200
| -2% | -$6.04K | ﹤0.01% | 1430 |
|
|
2023
Q1 | $303K | Buy |
+9,370
| New | +$303K | ﹤0.01% | 1345 |
|
|
2020
Q3 | – | Sell |
-30
| Closed | – | – | 930 |
|
|
2020
Q2 | $0 | Buy |
+30
| New | – | ﹤0.01% | 2256 |
|
|
2020
Q1 | – | Sell |
-10
| Closed | – | – | 2016 |
|
|
2019
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1844 |
|