Spire Wealth Management’s Expand Energy Corp EXE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.95K	Sell	36 -92	-72%	-$9.82K	﹤0.01%	1894
2025 Q4	$14.1K	Buy	128 +29	+29%	+$3.22K	﹤0.01%	1607
2025 Q3	$10.5K	Buy	99 +52	+111%	+$5.22K	﹤0.01%	1732
2025 Q2	$5.5K	Buy	47 +18	+62%	+$2.01K	﹤0.01%	1915
2025 Q1	$3.23K	Buy	29 +1	+4%	+$104	﹤0.01%	2177
2024 Q4	$2.79K	Sell	28 -197	-88%	-$18.2K	﹤0.01%	2182
2024 Q3	$18.5K	Hold	225	–	–	﹤0.01%	1461
2024 Q2	$18.5K	Hold	225	–	–	﹤0.01%	1463
2024 Q1	$20K	Sell	225 -109	-33%	-$8.75K	﹤0.01%	1513
2023 Q4	$25.4K	Buy	334 +89	+36%	+$7.31K	﹤0.01%	1454
2023 Q3	$21.1K	Buy	245 +2	+0.8%	+$170	﹤0.01%	1481
2023 Q2	$20.3K	Buy	243 +41	+20%	+$3.27K	﹤0.01%	1585
2023 Q1	$15.3K	Buy	202 +93	+85%	+$7.66K	﹤0.01%	1715
2022 Q4	$10K	Sell	109 -35	-24%	-$3.47K	﹤0.01%	1633
2022 Q3	$14K	Sell	144 -1,331	-90%	-$125K	﹤0.01%	1473
2022 Q2	$120K	Buy	1,475 +1,243	+536%	+$112K	﹤0.01%	971
2022 Q1	$20K	Sell	232 -766	-77%	-$56.2K	﹤0.01%	1822
2021 Q4	$64K	Buy	+998	New	+$63.3K	﹤0.01%	1604