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