Orion Portfolio Solutions’s Exponent EXPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $673K | Buy |
8,306
+374
| +5% | +$30.3K | 0.01% | 1268 |
|
|
2024
Q4 | $707K | Sell |
7,932
-3,525
| -31% | -$314K | 0.01% | 1216 |
|
|
2024
Q3 | $1.32M | Sell |
11,457
-798
| -7% | -$92K | 0.01% | 902 |
|
|
2024
Q2 | $1.17M | Sell |
12,255
-1,583
| -11% | -$151K | 0.01% | 918 |
|
|
2024
Q1 | $1.14M | Sell |
13,838
-16
| -0.1% | -$1.32K | 0.01% | 931 |
|
|
2023
Q4 | $1.24M | Sell |
13,854
-2,198
| -14% | -$196K | 0.01% | 852 |
|
|
2023
Q3 | $1.37M | Sell |
16,052
-780
| -5% | -$66.8K | 0.02% | 782 |
|
|
2023
Q2 | $1.57M | Sell |
16,832
-1,250
| -7% | -$117K | 0.02% | 759 |
|
|
2023
Q1 | $1.8M | Buy |
+18,082
| New | +$1.8M | 0.02% | 639 |
|
|
2020
Q3 | – | Sell |
-7
| Closed | -$1K | – | 934 |
|
|
2020
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1958 |
|
|
2020
Q1 | – | Sell |
-67
| Closed | -$5K | – | 2017 |
|
|
2019
Q4 | $5K | Buy |
+67
| New | +$5K | ﹤0.01% | 1246 |
|