O'Shaughnessy Asset Management’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Sell |
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|
2025
Q1 | $734K | Buy |
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|
2024
Q4 | $380K | Sell |
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|
2024
Q3 | $650K | Buy |
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|
2024
Q2 | $438K | Buy |
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|
2024
Q1 | $269K | Sell |
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|
2023
Q4 | $305K | Sell |
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|
2023
Q3 | $315K | Buy |
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|
2023
Q2 | $309K | Buy |
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|
2023
Q1 | $326K | Sell |
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|
2022
Q4 | $397K | Sell |
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|
2022
Q3 | $371K | Buy |
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|
2022
Q2 | $292K | Buy |
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|
2022
Q1 | $343K | Buy |
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|
2021
Q4 | $349K | Sell |
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|
2021
Q3 | $340K | Buy |
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|
2021
Q2 | $13K | Buy |
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|
2021
Q1 | $1K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $198K | Sell |
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|
2017
Q1 | $281K | Sell |
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|
2016
Q4 | $768K | Sell |
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|
2016
Q3 | $651K | Buy |
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|
2016
Q2 | $744K | Sell |
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|
2016
Q1 | $654K | Buy |
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|
2015
Q4 | $474K | Buy |
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|
2015
Q3 | $0 | Hold |
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|
2015
Q2 | $0 | Hold |
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|
2015
Q1 | $0 | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $171K | Hold |
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|
2014
Q2 | $179K | Hold |
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|
2014
Q1 | $181K | Hold |
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|
2013
Q4 | $187K | Buy |
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