Sheaff Brock Investment Advisors’s EXL Service EXLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.08M | Sell |
44,049
-1,357
| -3% | -$64.1K | 0.19% | 95 |
|
|
2024
Q4 | $2.02M | Buy |
45,406
+8
| +0% | +$355 | 0.18% | 107 |
|
|
2024
Q3 | $1.73M | Buy |
45,398
+1,066
| +2% | +$40.7K | 0.15% | 122 |
|
|
2024
Q2 | $1.39M | Sell |
44,332
-3,092
| -7% | -$97K | 0.13% | 131 |
|
|
2024
Q1 | $1.51M | Buy |
47,424
+6,618
| +16% | +$210K | 0.1% | 131 |
|
|
2023
Q4 | $1.26M | Buy |
40,806
+810
| +2% | +$25K | 0.1% | 145 |
|
|
2023
Q3 | $1.12M | Buy |
39,996
+496
| +1% | +$13.9K | 0.1% | 153 |
|
|
2023
Q2 | $1.19M | Buy |
39,500
+350
| +0.9% | +$10.6K | 0.1% | 142 |
|
|
2023
Q1 | $1.27M | Buy |
39,150
+995
| +3% | +$32.2K | 0.12% | 136 |
|
|
2022
Q4 | $1.29M | Buy |
+38,155
| New | +$1.29M | 0.13% | 128 |
|