Steward Partners Investment Advisory’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.96K | Buy |
53
+21
| +66% | +$1.57K | ﹤0.01% | 3551 |
|
|
2025
Q1 | $2.59K | Hold |
32
| – | – | ﹤0.01% | 3585 |
|
|
2024
Q4 | $2.85K | Sell |
32
-41
| -56% | -$3.65K | ﹤0.01% | 3542 |
|
|
2024
Q3 | $8.42K | Buy |
73
+41
| +128% | +$4.73K | ﹤0.01% | 3015 |
|
|
2024
Q2 | $3.04K | Sell |
32
-128
| -80% | -$12.2K | ﹤0.01% | 3185 |
|
|
2024
Q1 | $13.2K | Buy |
160
+84
| +111% | +$6.95K | ﹤0.01% | 2703 |
|
|
2023
Q4 | $6.69K | Buy |
76
+32
| +73% | +$2.82K | ﹤0.01% | 2858 |
|
|
2023
Q3 | $3.77K | Hold |
44
| – | – | ﹤0.01% | 2916 |
|
|
2023
Q2 | $4.11K | Hold |
44
| – | – | ﹤0.01% | 2852 |
|
|
2023
Q1 | $4.39K | Hold |
44
| – | – | ﹤0.01% | 2818 |
|
|
2022
Q4 | $4.36K | Hold |
44
| – | – | ﹤0.01% | 2818 |
|
|
2022
Q3 | $4K | Sell |
44
-137
| -76% | -$12.5K | ﹤0.01% | 2843 |
|
|
2022
Q2 | $17K | Sell |
181
-299
| -62% | -$28.1K | ﹤0.01% | 2293 |
|
|
2022
Q1 | $52K | Sell |
480
-79
| -14% | -$8.56K | ﹤0.01% | 1889 |
|
|
2021
Q4 | $65K | Buy |
559
+86
| +18% | +$10K | ﹤0.01% | 1777 |
|
|
2021
Q3 | $54K | Sell |
473
-325
| -41% | -$37.1K | ﹤0.01% | 1848 |
|
|
2021
Q2 | $71K | Sell |
798
-18
| -2% | -$1.6K | ﹤0.01% | 2704 |
|
|
2021
Q1 | $79.5K | Buy |
816
+221
| +37% | +$21.5K | ﹤0.01% | 1743 |
|
|
2020
Q4 | $54K | Buy |
595
+191
| +47% | +$17.3K | ﹤0.01% | 1630 |
|
|
2020
Q3 | $29K | Buy |
404
+360
| +818% | +$25.8K | ﹤0.01% | 1737 |
|
|
2020
Q2 | $4K | Hold |
44
| – | – | ﹤0.01% | 2317 |
|
|
2020
Q1 | $3K | Hold |
44
| – | – | ﹤0.01% | 2207 |
|
|
2019
Q4 | $3K | Hold |
44
| – | – | ﹤0.01% | 2344 |
|
|
2019
Q3 | $3K | Hold |
44
| – | – | ﹤0.01% | 2348 |
|
|
2019
Q2 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 2423 |
|
|
2018
Q4 | – | Sell |
-44
| Closed | -$2K | – | 1207 |
|
|
2018
Q3 | $2K | Hold |
44
| – | – | ﹤0.01% | 2358 |
|
|
2018
Q2 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 2213 |
|