SFSG
Sound Financial Strategies Group’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $745K | Buy |
6,522
+1,870
| +40% | +$214K | 0.63% | 57 |
|
|
2025
Q1 | $559K | Sell |
4,652
-2,586
| -36% | -$311K | 0.5% | 77 |
|
|
2024
Q4 | $802K | Buy |
7,238
+979
| +16% | +$108K | 0.67% | 54 |
|
|
2024
Q3 | $822K | Buy |
6,259
+94
| +2% | +$12.4K | 0.66% | 30 |
|
|
2024
Q2 | $769K | Buy |
6,165
+1,218
| +25% | +$152K | 0.67% | 19 |
|
|
2024
Q1 | $601K | Sell |
4,947
-64
| -1% | -$7.78K | 0.5% | 39 |
|
|
2023
Q4 | $637K | Sell |
5,011
-2,830
| -36% | -$360K | 0.54% | 25 |
|
|
2023
Q3 | $899K | Sell |
7,841
-597
| -7% | -$68.4K | 0.74% | 26 |
|
|
2023
Q2 | $1.02M | Sell |
8,438
-1,046
| -11% | -$127K | 0.75% | 24 |
|
|
2023
Q1 | $1.04M | Sell |
9,484
-91
| -1% | -$10K | 0.7% | 26 |
|
|
2022
Q4 | $995K | Buy |
+9,575
| New | +$995K | 0.72% | 38 |
|
|
2022
Q1 | – | Sell |
-4,739
| Closed | -$636K | – | 80 |
|
|
2021
Q4 | $636K | Sell |
4,739
-95
| -2% | -$12.8K | 0.32% | 57 |
|
|
2021
Q3 | $576K | Sell |
4,834
-4
| -0.1% | -$477 | 0.29% | 63 |
|
|
2021
Q2 | $612K | Sell |
4,838
-1,457
| -23% | -$184K | 0.3% | 60 |
|
|
2021
Q1 | $678K | Sell |
6,295
-832
| -12% | -$89.6K | 0.35% | 17 |
|
|
2020
Q4 | $678K | Buy |
+7,127
| New | +$678K | 0.37% | 23 |
|