Summit Securities Group’s Expand Energy Corporation Common Stock EXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Buy |
+145
| New | +$17K | ﹤0.01% | 633 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | – | – | 753 |
|
|
2023
Q3 | $0 | Sell |
1
-60,599
| -100% | – | ﹤0.01% | 907 |
|
|
2023
Q2 | $5.07M | Buy |
60,600
+59,700
| +6,633% | +$5M | 0.66% | 8 |
|
|
2023
Q1 | $68K | Sell |
900
-5,600
| -86% | -$423K | 0.01% | 245 |
|
|
2022
Q4 | $613K | Buy |
6,500
+2,600
| +67% | +$245K | 0.02% | 83 |
|
|
2022
Q3 | $367K | Buy |
3,900
+3,200
| +457% | +$301K | 0.03% | 177 |
|
|
2022
Q2 | $57K | Sell |
700
-8,800
| -93% | -$717K | 0.01% | 353 |
|
|
2022
Q1 | $827K | Buy |
+9,500
| New | +$827K | 0.09% | 82 |
|