Per Stirling Capital Management’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,824
| Closed | -$316K | – | 241 |
|
|
2024
Q1 | $316K | Sell |
3,824
-1,998
| -34% | -$165K | 0.05% | 184 |
|
|
2023
Q4 | $513K | Hold |
5,822
| – | – | 0.09% | 128 |
|
|
2023
Q3 | $498K | Hold |
5,822
| – | – | 0.1% | 122 |
|
|
2023
Q2 | $543K | Sell |
5,822
-1,156
| -17% | -$108K | 0.11% | 113 |
|
|
2023
Q1 | $696K | Hold |
6,978
| – | – | 0.15% | 86 |
|
|
2022
Q4 | $691K | Buy |
+6,978
| New | +$691K | 0.13% | 100 |
|