Ritholtz Wealth Management’s EXL Service EXLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Buy |
7,961
+882
| +12% | +$38.6K | 0.01% | 749 |
|
|
2025
Q1 | $334K | Hold |
7,079
| – | – | 0.01% | 715 |
|
|
2024
Q4 | $314K | Hold |
7,079
| – | – | 0.01% | 692 |
|
|
2024
Q3 | $270K | Buy |
+7,079
| New | +$270K | 0.01% | 726 |
|
|
2024
Q2 | – | Sell |
-7,036
| Closed | -$224K | – | 831 |
|
|
2024
Q1 | $224K | Sell |
7,036
-632
| -8% | -$20.1K | 0.01% | 719 |
|
|
2023
Q4 | $237K | Sell |
7,668
-1,816
| -19% | -$56K | 0.01% | 658 |
|
|
2023
Q3 | $266K | Sell |
9,484
-3,996
| -30% | -$112K | 0.01% | 576 |
|
|
2023
Q2 | $407K | Sell |
13,480
-285
| -2% | -$8.61K | 0.02% | 473 |
|
|
2023
Q1 | $446K | Sell |
13,765
-9,285
| -40% | -$301K | 0.02% | 437 |
|
|
2022
Q4 | $781K | Sell |
23,050
-5,435
| -19% | -$184K | 0.04% | 280 |
|
|
2022
Q3 | $840K | Sell |
28,485
-950
| -3% | -$28K | 0.04% | 282 |
|
|
2022
Q2 | $867K | Buy |
29,435
+8,525
| +41% | +$251K | 0.05% | 207 |
|
|
2022
Q1 | $599K | Buy |
20,910
+4,635
| +28% | +$133K | 0.04% | 273 |
|
|
2021
Q4 | $471K | Buy |
+16,275
| New | +$471K | 0.03% | 317 |
|