Sigma Planning Corp’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,060
| Closed | -$248K | – | 1263 |
|
|
2025
Q1 | $248K | Buy |
2,060
+191
| +10% | +$23K | 0.01% | 1035 |
|
|
2024
Q4 | $207K | Sell |
1,869
-1,392
| -43% | -$154K | 0.01% | 1086 |
|
|
2024
Q3 | $429K | Sell |
3,261
-343
| -10% | -$45.1K | 0.01% | 798 |
|
|
2024
Q2 | $450K | Buy |
3,604
+2
| +0.1% | +$250 | 0.01% | 768 |
|
|
2024
Q1 | $438K | Buy |
+3,602
| New | +$438K | 0.01% | 815 |
|
|
2023
Q4 | – | Sell |
-2,297
| Closed | -$263K | – | 940 |
|
|
2023
Q3 | $263K | Buy |
2,297
+160
| +7% | +$18.3K | 0.01% | 973 |
|
|
2023
Q2 | $259K | Sell |
2,137
-288
| -12% | -$34.9K | 0.01% | 997 |
|
|
2023
Q1 | $267K | Buy |
+2,425
| New | +$267K | 0.01% | 1042 |
|
|
2022
Q2 | – | Sell |
-1,941
| Closed | -$200K | – | 1322 |
|
|
2022
Q1 | $200K | Sell |
1,941
-509
| -21% | -$52.4K | 0.01% | 1249 |
|
|
2021
Q4 | $329K | Sell |
2,450
-8
| -0.3% | -$1.07K | 0.01% | 1023 |
|
|
2021
Q3 | $293K | Sell |
2,458
-174
| -7% | -$20.7K | 0.01% | 1058 |
|
|
2021
Q2 | $333K | Sell |
2,632
-82
| -3% | -$10.4K | 0.01% | 1013 |
|
|
2021
Q1 | $292K | Sell |
2,714
-661
| -20% | -$71.1K | 0.01% | 984 |
|
|
2020
Q4 | $321K | Buy |
3,375
+762
| +29% | +$72.5K | 0.01% | 861 |
|
|
2020
Q3 | $237K | Sell |
2,613
-200
| -7% | -$18.1K | 0.01% | 882 |
|
|
2020
Q2 | $214K | Buy |
+2,813
| New | +$214K | 0.01% | 905 |
|
|
2020
Q1 | – | Sell |
-3,626
| Closed | -$283K | – | 963 |
|
|
2019
Q4 | $283K | Sell |
3,626
-323
| -8% | -$25.2K | 0.01% | 817 |
|
|
2019
Q3 | $293K | Sell |
3,949
-195
| -5% | -$14.5K | 0.01% | 762 |
|
|
2019
Q2 | $314K | Buy |
4,144
+29
| +0.7% | +$2.2K | 0.02% | 708 |
|
|
2019
Q1 | $312K | Hold |
4,115
| – | – | 0.02% | 652 |
|
|
2018
Q4 | $280K | Sell |
4,115
-399
| -9% | -$27.1K | 0.02% | 616 |
|
|
2018
Q3 | $332K | Sell |
4,514
-228
| -5% | -$16.8K | 0.02% | 638 |
|
|
2018
Q2 | $347K | Buy |
4,742
+66
| +1% | +$4.83K | 0.02% | 583 |
|
|
2018
Q1 | $296K | Buy |
4,676
+1,100
| +31% | +$69.6K | 0.02% | 608 |
|
|
2017
Q4 | $231K | Sell |
3,576
-25
| -0.7% | -$1.62K | 0.02% | 710 |
|
|
2017
Q3 | $216K | Buy |
+3,601
| New | +$216K | 0.02% | 731 |
|
|
2016
Q1 | – | Sell |
-6,024
| Closed | -$272K | – | 713 |
|
|
2015
Q4 | $272K | Sell |
6,024
-141
| -2% | -$6.37K | 0.04% | 479 |
|
|
2015
Q3 | $290K | Sell |
6,165
-213
| -3% | -$10K | 0.05% | 437 |
|
|
2015
Q2 | $294K | Sell |
6,378
-283
| -4% | -$13K | 0.04% | 495 |
|
|
2015
Q1 | $321K | Buy |
6,661
+94
| +1% | +$4.53K | 0.04% | 500 |
|
|
2014
Q4 | $293K | Buy |
+6,567
| New | +$293K | 0.04% | 503 |
|