Summit Securities Group’s Expeditors International EXPD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.15K	Sell	22 -177	-89%	-$26.9K	﹤0.01%	876
2025 Q4	$29.7K	Sell	199 -52	-21%	-$7.08K	0.01%	727
2025 Q3	$30.8K	Buy	251 +158	+170%	+$18.8K	0.01%	679
2025 Q2	$10.6K	Buy	+93	New	+$10.4K	﹤0.01%	876
2023 Q3	–	Sell	-199	Closed	-$24K	–	730
2023 Q2	$24K	Sell	199 -115	-37%	-$13.1K	0.01%	583
2023 Q1	$35K	Buy	314 +153	+95%	+$16.6K	0.01%	507
2022 Q4	$17K	Sell	161 -72	-31%	-$7.42K	﹤0.01%	932
2022 Q3	$21K	Sell	233 -117	-33%	-$11.7K	﹤0.01%	712
2022 Q2	$34K	Buy	350 +280	+400%	+$28.7K	0.01%	647
2022 Q1	$7K	Buy	+70	New	+$7.72K	﹤0.01%	906
2021 Q3	–	Sell	-1,906	Closed	-$241K	–	787
2021 Q2	$241K	Buy	+1,906	New	+$225K	0.05%	605
2017 Q2	–	Sell	-6,797	Closed	-$384K	–	296
2017 Q1	$384K	Buy	6,797 +2,297	+51%	+$126K	0.15%	193
2016 Q4	$238K	Buy	+4,500	New	+$235K	0.08%	232
2016 Q1	–	Sell	-6,800	Closed	-$307K	–	230
2015 Q4	$307K	Buy	+6,800	New	+$330K	0.1%	142
2015 Q1	–	Sell	-1,400	Closed	-$62K	–	470
2014 Q4	$62K	Buy	1,400 +400	+40%	+$17.2K	0.02%	303
2014 Q3	$41K	Hold	1,000	–	–	0.01%	419
2014 Q2	$44K	Buy	+1,000	New	+$43K	0.02%	310