Salem Investment Counselors’s Expand Energy Corporation Common Stock EXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $968K | Hold |
8,281
| – | – | 0.03% | 206 |
|
|
2025
Q1 | $922K | Sell |
8,281
-950
| -10% | -$106K | 0.03% | 197 |
|
|
2024
Q4 | $902K | Buy |
9,231
+950
| +11% | +$92.8K | 0.03% | 208 |
|
|
2024
Q3 | $681K | Buy |
8,281
+820
| +11% | +$67.4K | 0.02% | 240 |
|
|
2024
Q2 | $613K | Sell |
7,461
-300
| -4% | -$24.7K | 0.02% | 243 |
|
|
2024
Q1 | $689K | Hold |
7,761
| – | – | 0.02% | 227 |
|
|
2023
Q4 | $597K | Buy |
7,761
+2,667
| +52% | +$205K | 0.02% | 234 |
|
|
2023
Q3 | $439K | Sell |
5,094
-165
| -3% | -$14.2K | 0.02% | 254 |
|
|
2023
Q2 | $440K | Buy |
5,259
+1,172
| +29% | +$98.1K | 0.02% | 254 |
|
|
2023
Q1 | $311K | Sell |
4,087
-8,988
| -69% | -$683K | 0.01% | 287 |
|
|
2022
Q4 | $1.23M | Hold |
13,075
| – | – | 0.05% | 156 |
|
|
2022
Q3 | $1.23M | Buy |
13,075
+1,045
| +9% | +$98.5K | 0.06% | 155 |
|
|
2022
Q2 | $976K | Buy |
12,030
+11,665
| +3,196% | +$946K | 0.04% | 182 |
|
|
2022
Q1 | $32K | Buy |
+365
| New | +$32K | ﹤0.01% | 585 |
|