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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $351K | Buy |
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|
2025
Q2 | $349K | Buy |
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|
2025
Q1 | $334K | Hold |
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|
2024
Q4 | $314K | Hold |
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|
2024
Q3 | $270K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $224K | Sell |
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|
2023
Q4 | $237K | Sell |
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|
2023
Q3 | $266K | Sell |
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|
2023
Q2 | $407K | Sell |
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|
2023
Q1 | $446K | Sell |
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|
2022
Q4 | $781K | Sell |
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|
2022
Q3 | $840K | Sell |
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|
2022
Q2 | $867K | Buy |
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|
2022
Q1 | $599K | Buy |
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|
2021
Q4 | $471K | Buy |
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