Steward Partners Investment Advisory’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Sell |
9,586
-1,753
| -15% | -$77.3K | ﹤0.01% | 1382 |
|
|
2025
Q1 | $419K | Buy |
11,339
+4,289
| +61% | +$158K | ﹤0.01% | 1295 |
|
|
2024
Q4 | $235K | Buy |
7,050
+330
| +5% | +$11K | ﹤0.01% | 1517 |
|
|
2024
Q3 | $174K | Buy |
6,720
+3,064
| +84% | +$79.5K | ﹤0.01% | 1593 |
|
|
2024
Q2 | $82.2K | Buy |
3,656
+75
| +2% | +$1.69K | ﹤0.01% | 1873 |
|
|
2024
Q1 | $85K | Buy |
3,581
+286
| +9% | +$6.79K | ﹤0.01% | 1849 |
|
|
2023
Q4 | $79K | Buy |
+3,295
| New | +$79K | ﹤0.01% | 1787 |
|
|
2023
Q1 | – | Sell |
-40
| Closed | -$642 | – | 3344 |
|
|
2022
Q4 | $642 | Buy |
+40
| New | +$642 | ﹤0.01% | 3172 |
|