Steward Partners Investment Advisory’s Expand Energy Corporation Common Stock EXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
18,897
+3,650
| +24% | +$427K | 0.02% | 687 |
|
|
2025
Q1 | $1.7M | Buy |
15,247
+1,694
| +12% | +$189K | 0.02% | 712 |
|
|
2024
Q4 | $1.35M | Buy |
13,553
+13,373
| +7,429% | +$1.33M | 0.01% | 767 |
|
|
2024
Q3 | $14.8K | Buy |
180
+80
| +80% | +$6.58K | ﹤0.01% | 2784 |
|
|
2024
Q2 | $8.22K | Hold |
100
| – | – | ﹤0.01% | 2888 |
|
|
2024
Q1 | $8.88K | Sell |
100
-8
| -7% | -$711 | ﹤0.01% | 2854 |
|
|
2023
Q4 | $8.31K | Buy |
+108
| New | +$8.31K | ﹤0.01% | 2780 |
|
|
2022
Q3 | – | Sell |
-4
| Closed | – | – | 3412 |
|
|
2022
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 3401 |
|