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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-22	Closed	-$1.04K	–	4162
2025 Q1	$1.04K	Hold	22	–	–	﹤0.01%	3767
2024 Q4	$976	Buy	+22	New	+$976	﹤0.01%	3756
2018 Q4	–	Sell	-305	Closed	-$4K	–	1203
2018 Q3	$4K	Buy	+305	New	+$4K	﹤0.01%	2184