Sheets Smith Wealth Management’s Eagle Materials EXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $556K | Buy |
2,750
+54
| +2% | +$10.9K | 0.07% | 269 |
|
2025
Q1 | $598K | Buy |
2,696
+113
| +4% | +$25.1K | 0.07% | 229 |
|
2024
Q4 | $637K | Buy |
2,583
+92
| +4% | +$22.7K | 0.08% | 219 |
|
2024
Q3 | $717K | Sell |
2,491
-40
| -2% | -$11.5K | 0.09% | 198 |
|
2024
Q2 | $550K | Hold |
2,531
| – | – | 0.07% | 230 |
|
2024
Q1 | $688K | Hold |
2,531
| – | – | 0.08% | 201 |
|
2023
Q4 | $513K | Buy |
2,531
+255
| +11% | +$51.7K | 0.07% | 211 |
|
2023
Q3 | $379K | Buy |
+2,276
| New | +$379K | 0.06% | 242 |
|
2022
Q2 | – | Sell |
-2,863
| Closed | -$367K | – | 318 |
|
2022
Q1 | $367K | Hold |
2,863
| – | – | 0.05% | 249 |
|
2021
Q4 | $477K | Hold |
2,863
| – | – | 0.06% | 240 |
|
2021
Q3 | $376K | Hold |
2,863
| – | – | 0.05% | 263 |
|
2021
Q2 | $407K | Buy |
+2,863
| New | +$407K | 0.05% | 254 |
|
2017
Q1 | – | Sell |
-5,907
| Closed | -$582K | – | 294 |
|
2016
Q4 | $582K | Buy |
+5,907
| New | +$582K | 0.16% | 168 |
|
2014
Q4 | – | Sell |
-11,570
| Closed | -$1.18M | – | 255 |
|
2014
Q3 | $1.18M | Buy |
11,570
+1,376
| +13% | +$140K | 0.32% | 93 |
|
2014
Q2 | $961K | Buy |
10,194
+1,043
| +11% | +$98.3K | 0.26% | 117 |
|
2014
Q1 | $811K | Buy |
9,151
+659
| +8% | +$58.4K | 0.23% | 121 |
|
2013
Q4 | $658K | Buy |
8,492
+230
| +3% | +$17.8K | 0.18% | 147 |
|
2013
Q3 | $599K | Sell |
8,262
-3,409
| -29% | -$247K | 0.19% | 148 |
|
2013
Q2 | $773K | Buy |
+11,671
| New | +$773K | 0.26% | 105 |
|