Stonebridge Capital Advisors’s eXp World Holdings EXPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134K | Hold |
14,746
| – | – | 0.01% | 214 |
|
|
2025
Q1 | $144K | Hold |
14,746
| – | – | 0.01% | 206 |
|
|
2024
Q4 | $170K | Buy |
+14,746
| New | +$170K | 0.01% | 211 |
|
|
2022
Q1 | – | Sell |
-100
| Closed | -$3K | – | 1046 |
|
|
2021
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 802 |
|
|
2021
Q3 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 737 |
|