Stifel Financial’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.41M | Buy |
98,172
+2,708
| +3% | +$192K | 0.01% | 1203 |
|
|
2025
Q4 | $6.63M | Sell |
95,464
-18,524
| -16% | -$1.3M | 0.01% | 1174 |
|
|
2025
Q3 | $7.92M | Sell |
113,988
-4,020
| -3% | -$287K | 0.01% | 1050 |
|
|
2025
Q2 | $8.82M | Sell |
118,008
-4,619
| -4% | -$358K | 0.01% | 951 |
|
|
2025
Q1 | $9.94M | Sell |
122,627
-67
| -0.1% | -$5.84K | 0.01% | 840 |
|
|
2024
Q4 | $10.9M | Sell |
122,694
-1,748
| -1% | -$176K | 0.01% | 814 |
|
|
2024
Q3 | $14.3M | Buy |
124,442
+836
| +0.7% | +$87.5K | 0.02% | 714 |
|
|
2024
Q2 | $11.8M | Buy |
123,606
+38
| +0% | +$3.43K | 0.01% | 751 |
|
|
2024
Q1 | $10.2M | Sell |
123,568
-10,642
| -8% | -$880K | 0.01% | 811 |
|
|
2023
Q4 | $11.8M | Sell |
134,210
-4,618
| -3% | -$378K | 0.01% | 712 |
|
|
2023
Q3 | $11.9M | Buy |
138,828
+1,723
| +1% | +$156K | 0.02% | 651 |
|
|
2023
Q2 | $12.8M | Sell |
137,105
-2,490
| -2% | -$234K | 0.02% | 626 |
|
|
2023
Q1 | $13.9M | Sell |
139,595
-2,533
| -2% | -$258K | 0.02% | 572 |
|
|
2022
Q4 | $14.1M | Sell |
142,128
-9,162
| -6% | -$890K | 0.02% | 560 |
|
|
2022
Q3 | $13.3M | Buy |
151,290
+78
| +0.1% | +$7.39K | 0.02% | 550 |
|
|
2022
Q2 | $13.8M | Buy |
151,212
+57,616
| +62% | +$5.43M | 0.02% | 552 |
|
|
2022
Q1 | $10.1M | Buy |
93,596
+2,541
| +3% | +$245K | 0.01% | 714 |
|
|
2021
Q4 | $10.6M | Buy |
91,055
+3,590
| +4% | +$422K | 0.01% | 716 |
|
|
2021
Q3 | $9.9M | Buy |
87,465
+4,460
| +5% | +$481K | 0.01% | 719 |
|
|
2021
Q2 | $7.41M | Buy |
83,005
+4,937
| +6% | +$462K | 0.01% | 823 |
|
|
2021
Q1 | $7.61M | Buy |
78,068
+3,511
| +5% | +$329K | 0.01% | 770 |
|
|
2020
Q4 | $6.71M | Buy |
74,557
+5,286
| +8% | +$422K | 0.01% | 742 |
|
|
2020
Q3 | $4.99M | Buy |
69,271
+27,258
| +65% | +$2.17M | 0.01% | 764 |
|
|
2020
Q2 | $3.4M | Buy |
42,013
+36,939
| +728% | +$2.66M | 0.01% | 901 |
|
|
2020
Q1 | $360K | Buy |
+5,074
| New | +$368K | ﹤0.01% | 2072 |
|
|
2018
Q3 | – | Sell |
-6,698
| Closed | -$324K | – | 2774 |
|
|
2018
Q2 | $324K | Sell |
6,698
-142
| -2% | -$6.51K | ﹤0.01% | 2250 |
|
|
2018
Q1 | $270K | Buy |
+6,840
| New | +$259K | ﹤0.01% | 2303 |
|
|
2017
Q4 | – | Sell |
-6,744
| Closed | -$249K | – | 2672 |
|
|
2017
Q3 | $249K | Buy |
+6,744
| New | +$223K | ﹤0.01% | 2253 |
|
|
2017
Q1 | – | Sell |
-20,142
| Closed | -$605K | – | 2557 |
|
|
2016
Q4 | $605K | Sell |
20,142
-14,320
| -42% | -$415K | ﹤0.01% | 1676 |
|
|
2016
Q3 | $885K | Buy |
34,462
+5,064
| +17% | +$132K | ﹤0.01% | 1399 |
|
|
2016
Q2 | $859K | Sell |
29,398
-306
| -1% | -$7.96K | ﹤0.01% | 1438 |
|
|
2016
Q1 | $758K | Sell |
29,704
-7,996
| -21% | -$193K | ﹤0.01% | 1364 |
|
|
2015
Q4 | $942K | Buy |
37,700
+7,192
| +24% | +$183K | ﹤0.01% | 1330 |
|
|
2015
Q3 | $679K | Buy |
30,508
+988
| +3% | +$21.7K | ﹤0.01% | 1390 |
|
|
2015
Q2 | $661K | Sell |
29,520
-14,104
| -32% | -$310K | ﹤0.01% | 1543 |
|
|
2015
Q1 | $970K | Buy |
43,624
+636
| +1% | +$13.6K | 0.01% | 1298 |
|
|
2014
Q4 | $887K | Buy |
42,988
+744
| +2% | +$14.4K | ﹤0.01% | 1329 |
|
|
2014
Q3 | $749K | Sell |
42,244
-2,144
| -5% | -$39.4K | 0.01% | 1291 |
|
|
2014
Q2 | $822K | Sell |
44,388
-896
| -2% | -$16K | 0.01% | 1221 |
|
|
2014
Q1 | $850K | Buy |
+45,284
| New | +$835K | 0.01% | 1158 |
|
Other funds holding EXPO
VPM
VCM
CCA
GCM
RA
