Sigma Planning Corp’s eXp World Holdings EXPI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $221K | Buy |
24,238
+140
| +0.6% | +$1.27K | 0.01% | 1134 |
|
2025
Q1 | $236K | Buy |
24,098
+125
| +0.5% | +$1.22K | 0.01% | 1054 |
|
2024
Q4 | $276K | Sell |
23,973
-2,125
| -8% | -$24.5K | 0.01% | 966 |
|
2024
Q3 | $368K | Buy |
26,098
+207
| +0.8% | +$2.92K | 0.01% | 868 |
|
2024
Q2 | $292K | Buy |
25,891
+220
| +0.9% | +$2.48K | 0.01% | 938 |
|
2024
Q1 | $265K | Buy |
+25,671
| New | +$265K | 0.01% | 1013 |
|
2023
Q4 | – | Sell |
-27,340
| Closed | -$444K | – | 941 |
|
2023
Q3 | $444K | Sell |
27,340
-1,030
| -4% | -$16.7K | 0.02% | 769 |
|
2023
Q2 | $575K | Sell |
28,370
-9,742
| -26% | -$198K | 0.02% | 673 |
|
2023
Q1 | $484K | Sell |
38,112
-276
| -0.7% | -$3.5K | 0.02% | 808 |
|
2022
Q4 | $425K | Buy |
38,388
+2,957
| +8% | +$32.8K | 0.02% | 833 |
|
2022
Q3 | $397K | Buy |
35,431
+99
| +0.3% | +$1.11K | 0.02% | 822 |
|
2022
Q2 | $416K | Buy |
35,332
+687
| +2% | +$8.09K | 0.01% | 826 |
|
2022
Q1 | $733K | Buy |
34,645
+455
| +1% | +$9.63K | 0.02% | 663 |
|
2021
Q4 | $1.15M | Sell |
34,190
-1,274
| -4% | -$42.9K | 0.03% | 488 |
|
2021
Q3 | $1.41M | Buy |
35,464
+2,060
| +6% | +$81.9K | 0.04% | 430 |
|
2021
Q2 | $1.3M | Buy |
33,404
+498
| +2% | +$19.3K | 0.04% | 459 |
|
2021
Q1 | $1.5M | Sell |
32,906
-3,814
| -10% | -$174K | 0.05% | 376 |
|
2020
Q4 | $1.16M | Sell |
36,720
-6,772
| -16% | -$214K | 0.04% | 399 |
|
2020
Q3 | $877K | Buy |
43,492
+3,510
| +9% | +$70.8K | 0.03% | 433 |
|
2020
Q2 | $341K | Hold |
39,982
| – | – | 0.02% | 722 |
|
2020
Q1 | $169K | Buy |
39,982
+2,190
| +6% | +$9.26K | 0.01% | 797 |
|
2019
Q4 | $214K | Hold |
37,792
| – | – | 0.01% | 922 |
|
2019
Q3 | $158K | Buy |
37,792
+500
| +1% | +$2.09K | 0.01% | 924 |
|
2019
Q2 | $208K | Buy |
37,292
+3,062
| +9% | +$17.1K | 0.01% | 892 |
|
2019
Q1 | $186K | Hold |
34,230
| – | – | 0.01% | 855 |
|
2018
Q4 | $121K | Buy |
34,230
+2,000
| +6% | +$7.07K | 0.01% | 788 |
|
2018
Q3 | $296K | Buy |
+32,230
| New | +$296K | 0.02% | 682 |
|