Steward Partners Investment Advisory’s EXL Service EXLS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$3.27K Buy
2025
Q3
$2.55K Buy
2025
Q2
Sell
2025
Q1
$1.04K Hold
2024
Q4
$976 Buy
2018
Q4
Sell
2018
Q3
$4K Buy