Steward Partners Investment Advisory’s Exact Sciences EXAS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $73.8K | Sell |
1,388
-77
| -5% | -$4.09K | ﹤0.01% | 2279 |
|
2025
Q1 | $63.4K | Buy |
1,465
+41
| +3% | +$1.78K | ﹤0.01% | 2257 |
|
2024
Q4 | $80K | Buy |
1,424
+11
| +0.8% | +$618 | ﹤0.01% | 2094 |
|
2024
Q3 | $96.3K | Buy |
1,413
+151
| +12% | +$10.3K | ﹤0.01% | 1891 |
|
2024
Q2 | $53.3K | Sell |
1,262
-3,523
| -74% | -$149K | ﹤0.01% | 2073 |
|
2024
Q1 | $330K | Buy |
4,785
+154
| +3% | +$10.6K | ﹤0.01% | 1220 |
|
2023
Q4 | $343K | Buy |
4,631
+3,492
| +307% | +$258K | ﹤0.01% | 1162 |
|
2023
Q3 | $77.7K | Buy |
1,139
+30
| +3% | +$2.05K | ﹤0.01% | 1697 |
|
2023
Q2 | $104K | Sell |
1,109
-130
| -10% | -$12.2K | ﹤0.01% | 1566 |
|
2023
Q1 | $84K | Buy |
1,239
+216
| +21% | +$14.6K | ﹤0.01% | 1654 |
|
2022
Q4 | $50.6K | Buy |
1,023
+107
| +12% | +$5.3K | ﹤0.01% | 1834 |
|
2022
Q3 | $30K | Buy |
916
+249
| +37% | +$8.16K | ﹤0.01% | 2022 |
|
2022
Q2 | $26K | Buy |
667
+205
| +44% | +$7.99K | ﹤0.01% | 2106 |
|
2022
Q1 | $32K | Sell |
462
-3,164
| -87% | -$219K | ﹤0.01% | 2138 |
|
2021
Q4 | $282K | Buy |
3,626
+3,054
| +534% | +$238K | ﹤0.01% | 1169 |
|
2021
Q3 | $55K | Hold |
572
| – | – | ﹤0.01% | 1835 |
|
2021
Q2 | $71K | Sell |
572
-1,082
| -65% | -$134K | ﹤0.01% | 2703 |
|
2021
Q1 | $218K | Buy |
1,654
+1,048
| +173% | +$138K | ﹤0.01% | 1256 |
|
2020
Q4 | $80K | Buy |
606
+59
| +11% | +$7.79K | ﹤0.01% | 1461 |
|
2020
Q3 | $56K | Sell |
547
-159
| -23% | -$16.3K | ﹤0.01% | 1452 |
|
2020
Q2 | $61K | Buy |
706
+125
| +22% | +$10.8K | ﹤0.01% | 1332 |
|
2020
Q1 | $33K | Buy |
581
+84
| +17% | +$4.77K | ﹤0.01% | 1416 |
|
2019
Q4 | $45K | Buy |
497
+280
| +129% | +$25.4K | ﹤0.01% | 1445 |
|
2019
Q3 | $19K | Buy |
217
+15
| +7% | +$1.31K | ﹤0.01% | 1742 |
|
2019
Q2 | $23K | Buy |
+202
| New | +$23K | ﹤0.01% | 1658 |
|
2018
Q4 | – | Sell |
-556
| Closed | -$44K | – | 1201 |
|
2018
Q3 | $44K | Sell |
556
-300
| -35% | -$23.7K | ﹤0.01% | 1244 |
|
2018
Q2 | $51K | Sell |
856
-100
| -10% | -$5.96K | ﹤0.01% | 1095 |
|
2018
Q1 | $38K | Buy |
956
+87
| +10% | +$3.46K | ﹤0.01% | 1098 |
|
2017
Q4 | $45K | Buy |
+869
| New | +$45K | ﹤0.01% | 864 |
|