Steward Partners Investment Advisory’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103K | Buy |
900
+31
| +4% | +$3.54K | ﹤0.01% | 2100 |
|
|
2025
Q1 | $105K | Sell |
869
-57
| -6% | -$6.86K | ﹤0.01% | 1987 |
|
|
2024
Q4 | $103K | Buy |
926
+57
| +7% | +$6.31K | ﹤0.01% | 1970 |
|
|
2024
Q3 | $114K | Sell |
869
-33
| -4% | -$4.34K | ﹤0.01% | 1812 |
|
|
2024
Q2 | $113K | Buy |
902
+161
| +22% | +$20.1K | ﹤0.01% | 1723 |
|
|
2024
Q1 | $90.1K | Buy |
741
+216
| +41% | +$26.3K | ﹤0.01% | 1822 |
|
|
2023
Q4 | $66.8K | Buy |
525
+185
| +54% | +$23.5K | ﹤0.01% | 1850 |
|
|
2023
Q3 | $39K | Buy |
340
+59
| +21% | +$6.76K | ﹤0.01% | 2024 |
|
|
2023
Q2 | $34K | Sell |
281
-240
| -46% | -$29.1K | ﹤0.01% | 2046 |
|
|
2023
Q1 | $57.4K | Buy |
521
+165
| +46% | +$18.2K | ﹤0.01% | 1816 |
|
|
2022
Q4 | $37K | Buy |
356
+58
| +19% | +$6.03K | ﹤0.01% | 1955 |
|
|
2022
Q3 | $26K | Buy |
298
+3
| +1% | +$262 | ﹤0.01% | 2087 |
|
|
2022
Q2 | $29K | Buy |
295
+8
| +3% | +$786 | ﹤0.01% | 2057 |
|
|
2022
Q1 | $30K | Buy |
287
+1
| +0.3% | +$105 | ﹤0.01% | 2169 |
|
|
2021
Q4 | $38K | Buy |
286
+5
| +2% | +$664 | ﹤0.01% | 2035 |
|
|
2021
Q3 | $33K | Buy |
281
+204
| +265% | +$24K | ﹤0.01% | 2078 |
|
|
2021
Q2 | $10K | Buy |
77
+40
| +108% | +$5.2K | ﹤0.01% | 6049 |
|
|
2021
Q1 | $3.99K | Buy |
+37
| New | +$3.99K | ﹤0.01% | 3070 |
|
|
2020
Q2 | – | Sell |
-133
| Closed | -$8K | – | 2682 |
|
|
2020
Q1 | $8K | Sell |
133
-282
| -68% | -$17K | ﹤0.01% | 1927 |
|
|
2019
Q4 | $32K | Sell |
415
-33
| -7% | -$2.55K | ﹤0.01% | 1581 |
|
|
2019
Q3 | $33K | Hold |
448
| – | – | ﹤0.01% | 1529 |
|
|
2019
Q2 | $33K | Buy |
+448
| New | +$33K | ﹤0.01% | 1496 |
|
|
2018
Q4 | – | Sell |
-431
| Closed | -$32K | – | 1205 |
|
|
2018
Q3 | $32K | Sell |
431
-736
| -63% | -$54.6K | ﹤0.01% | 1359 |
|
|
2018
Q2 | $85K | Buy |
1,167
+624
| +115% | +$45.5K | 0.01% | 897 |
|
|
2018
Q1 | $34K | Buy |
543
+200
| +58% | +$12.5K | ﹤0.01% | 1131 |
|
|
2017
Q4 | $22K | Buy |
343
+212
| +162% | +$13.6K | ﹤0.01% | 1079 |
|
|
2017
Q3 | $7K | Sell |
131
-22
| -14% | -$1.18K | ﹤0.01% | 1200 |
|
|
2017
Q2 | $8K | Buy |
153
+22
| +17% | +$1.15K | ﹤0.01% | 1099 |
|
|
2017
Q1 | $7K | Sell |
131
-170
| -56% | -$9.08K | ﹤0.01% | 1027 |
|
|
2016
Q4 | $15K | Buy |
+301
| New | +$15K | 0.01% | 486 |
|