Ritholtz Wealth Management’s EXL Service EXLS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$200K	Sell	6,578 -1,310	-17%	-$45.2K	﹤0.01%	1137
2025 Q4	$335K	Sell	7,888 -82	-1%	-$3.35K	0.01%	848
2025 Q3	$351K	Buy	7,970 +9	+0.1%	+$390	0.01%	791
2025 Q2	$349K	Buy	7,961 +882	+12%	+$40.3K	0.01%	749
2025 Q1	$334K	Hold	7,079	–	–	0.01%	715
2024 Q4	$314K	Hold	7,079	–	–	0.01%	693
2024 Q3	$270K	Buy	+7,079	New	+$247K	0.01%	727
2024 Q2	–	Sell	-7,036	Closed	-$224K	–	833
2024 Q1	$224K	Sell	7,036 -632	-8%	-$19.7K	0.01%	719
2023 Q4	$237K	Sell	7,668 -1,816	-19%	-$51.4K	0.01%	658
2023 Q3	$266K	Sell	9,484 -3,996	-30%	-$117K	0.01%	575
2023 Q2	$407K	Sell	13,480 -285	-2%	-$8.99K	0.02%	473
2023 Q1	$446K	Sell	13,765 -9,285	-40%	-$308K	0.02%	436
2022 Q4	$781K	Sell	23,050 -5,435	-19%	-$189K	0.04%	280
2022 Q3	$840K	Sell	28,485 -950	-3%	-$31K	0.04%	282
2022 Q2	$867K	Buy	29,435 +8,525	+41%	+$241K	0.05%	207
2022 Q1	$599K	Buy	20,910 +4,635	+28%	+$118K	0.04%	273
2021 Q4	$471K	Buy	+16,275	New	+$429K	0.03%	318