Spire Wealth Management’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.85K | Sell |
105
-187
| -64% | -$14K | ﹤0.01% | 1802 |
|
|
2025
Q1 | $23.7K | Sell |
292
-33
| -10% | -$2.67K | ﹤0.01% | 1554 |
|
|
2024
Q4 | $29K | Buy |
325
+22
| +7% | +$1.96K | ﹤0.01% | 1488 |
|
|
2024
Q3 | $34.9K | Sell |
303
-65
| -18% | -$7.48K | ﹤0.01% | 1251 |
|
|
2024
Q2 | $35K | Sell |
368
-12
| -3% | -$1.14K | ﹤0.01% | 1241 |
|
|
2024
Q1 | $31.4K | Sell |
380
-100
| -21% | -$8.26K | ﹤0.01% | 1373 |
|
|
2023
Q4 | $42.9K | Sell |
480
-539
| -53% | -$48.1K | ﹤0.01% | 1255 |
|
|
2023
Q3 | $87.2K | Sell |
1,019
-22
| -2% | -$1.88K | ﹤0.01% | 993 |
|
|
2023
Q2 | $97.1K | Buy |
1,041
+2
| +0.2% | +$187 | ﹤0.01% | 977 |
|
|
2023
Q1 | $104K | Sell |
1,039
-35
| -3% | -$3.49K | ﹤0.01% | 959 |
|
|
2022
Q4 | $106K | Buy |
1,074
+7
| +0.7% | +$691 | 0.01% | 723 |
|
|
2022
Q3 | $94K | Sell |
1,067
-82
| -7% | -$7.22K | 0.01% | 729 |
|
|
2022
Q2 | $105K | Sell |
1,149
-224
| -16% | -$20.5K | ﹤0.01% | 1019 |
|
|
2022
Q1 | $148K | Sell |
1,373
-126
| -8% | -$13.6K | ﹤0.01% | 1020 |
|
|
2021
Q4 | $175K | Buy |
1,499
+126
| +9% | +$14.7K | ﹤0.01% | 1148 |
|
|
2021
Q3 | $155K | Buy |
1,373
+240
| +21% | +$27.1K | ﹤0.01% | 1018 |
|
|
2021
Q2 | $101K | Sell |
1,133
-180
| -14% | -$16K | ﹤0.01% | 1178 |
|
|
2021
Q1 | $128K | Buy |
+1,313
| New | +$128K | ﹤0.01% | 1280 |
|