SIMG
Sonora Investment Management Group’s eXp World Holdings EXPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-61,894
| Closed | -$605K | – | 302 |
|
|
2025
Q1 | $605K | Sell |
61,894
-4,425
| -7% | -$43.3K | 0.05% | 155 |
|
|
2024
Q4 | $763K | Sell |
66,319
-3,950
| -6% | -$45.5K | 0.06% | 140 |
|
|
2024
Q3 | $990K | Sell |
70,269
-1,937
| -3% | -$27.3K | 0.07% | 134 |
|
|
2024
Q2 | $746K | Hold |
72,206
| – | – | 0.06% | 150 |
|
|
2024
Q1 | $746K | Sell |
72,206
-3,435
| -5% | -$35.5K | 0.06% | 150 |
|
|
2023
Q4 | $1.17M | Sell |
75,641
-15,114
| -17% | -$235K | 0.1% | 128 |
|
|
2023
Q3 | $1.47M | Sell |
90,755
-2,345
| -3% | -$38.1K | 0.13% | 121 |
|
|
2023
Q2 | $1.89M | Sell |
93,100
-6,029
| -6% | -$122K | 0.16% | 110 |
|
|
2023
Q1 | $1.26M | Sell |
99,129
-3,112
| -3% | -$39.5K | 0.11% | 122 |
|
|
2022
Q4 | $1.13M | Sell |
102,241
-6,168
| -6% | -$68.3K | 0.1% | 128 |
|
|
2022
Q3 | $1.28M | Buy |
108,409
+1,200
| +1% | +$14.1K | 0.16% | 94 |
|
|
2022
Q2 | $1.26M | Buy |
107,209
+33,562
| +46% | +$395K | 0.12% | 124 |
|
|
2022
Q1 | $1.56M | Sell |
73,647
-3,186
| -4% | -$67.4K | 0.18% | 95 |
|
|
2021
Q4 | $2.59M | Buy |
+76,833
| New | +$2.59M | 0.3% | 79 |
|