SOA Wealth Advisors’s EXL Service EXLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3K | Hold |
350
| – | – | ﹤0.01% | 547 |
|
|
2025
Q1 | $16.5K | Hold |
350
| – | – | ﹤0.01% | 500 |
|
|
2024
Q4 | $15.5K | Hold |
350
| – | – | ﹤0.01% | 492 |
|
|
2024
Q3 | $13.4K | Hold |
350
| – | – | ﹤0.01% | 504 |
|
|
2024
Q2 | $11K | Hold |
350
| – | – | ﹤0.01% | 525 |
|
|
2024
Q1 | $11.1K | Hold |
350
| – | – | ﹤0.01% | 523 |
|
|
2023
Q4 | $10.8K | Hold |
350
| – | – | ﹤0.01% | 517 |
|
|
2023
Q3 | $9.81K | Hold |
350
| – | – | ﹤0.01% | 522 |
|
|
2023
Q2 | $10.6K | Hold |
350
| – | – | ﹤0.01% | 524 |
|
|
2023
Q1 | $11.3K | Hold |
350
| – | – | ﹤0.01% | 512 |
|
|
2022
Q4 | $11.9K | Hold |
350
| – | – | ﹤0.01% | 500 |
|
|
2022
Q3 | $10K | Hold |
350
| – | – | ﹤0.01% | 507 |
|
|
2022
Q2 | $10K | Hold |
350
| – | – | ﹤0.01% | 493 |
|
|
2022
Q1 | $10K | Hold |
350
| – | – | ﹤0.01% | 585 |
|
|
2021
Q4 | $10K | Hold |
350
| – | – | ﹤0.01% | 568 |
|
|
2021
Q3 | $8K | Hold |
350
| – | – | ﹤0.01% | 621 |
|
|
2021
Q2 | $7K | Hold |
350
| – | – | ﹤0.01% | 626 |
|
|
2021
Q1 | $6K | Hold |
350
| – | – | ﹤0.01% | 594 |
|
|
2020
Q4 | $6K | Buy |
+350
| New | +$6K | ﹤0.01% | 582 |
|