Sheets Smith Wealth Management’s EXL Service EXLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Sell |
15,271
-14,885
| -49% | -$652K | 0.08% | 237 |
|
|
2025
Q1 | $1.42M | Buy |
30,156
+540
| +2% | +$25.5K | 0.18% | 120 |
|
|
2024
Q4 | $1.31M | Buy |
29,616
+4,744
| +19% | +$211K | 0.16% | 127 |
|
|
2024
Q3 | $949K | Buy |
24,872
+10,882
| +78% | +$415K | 0.12% | 160 |
|
|
2024
Q2 | $439K | Buy |
13,990
+130
| +0.9% | +$4.08K | 0.05% | 262 |
|
|
2024
Q1 | $441K | Hold |
13,860
| – | – | 0.05% | 264 |
|
|
2023
Q4 | $428K | Buy |
13,860
+680
| +5% | +$21K | 0.06% | 238 |
|
|
2023
Q3 | $370K | Buy |
13,180
+360
| +3% | +$10.1K | 0.06% | 248 |
|
|
2023
Q2 | $387K | Hold |
12,820
| – | – | 0.06% | 241 |
|
|
2023
Q1 | $415K | Buy |
+12,820
| New | +$415K | 0.06% | 221 |
|
|
2016
Q3 | – | Sell |
-80,050
| Closed | -$839K | – | 270 |
|
|
2016
Q2 | $839K | Buy |
+80,050
| New | +$839K | 0.24% | 138 |
|