Summit Securities Group’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6K | Buy |
+93
| New | +$10.6K | ﹤0.01% | 747 |
|
|
2023
Q3 | – | Sell |
-199
| Closed | -$24K | – | 552 |
|
|
2023
Q2 | $24K | Sell |
199
-115
| -37% | -$13.9K | ﹤0.01% | 459 |
|
|
2023
Q1 | $35K | Buy |
314
+153
| +95% | +$17.1K | ﹤0.01% | 377 |
|
|
2022
Q4 | $17K | Sell |
161
-72
| -31% | -$7.6K | ﹤0.01% | 703 |
|
|
2022
Q3 | $21K | Sell |
233
-117
| -33% | -$10.5K | ﹤0.01% | 511 |
|
|
2022
Q2 | $34K | Buy |
350
+280
| +400% | +$27.2K | ﹤0.01% | 464 |
|
|
2022
Q1 | $7K | Buy |
+70
| New | +$7K | ﹤0.01% | 664 |
|
|
2021
Q3 | – | Sell |
-1,906
| Closed | -$241K | – | 383 |
|
|
2021
Q2 | $241K | Buy |
+1,906
| New | +$241K | 0.02% | 289 |
|
|
2017
Q2 | – | Sell |
-6,797
| Closed | -$384K | – | 240 |
|
|
2017
Q1 | $384K | Buy |
6,797
+2,297
| +51% | +$130K | 0.11% | 173 |
|
|
2016
Q4 | $238K | Buy |
+4,500
| New | +$238K | 0.05% | 185 |
|
|
2016
Q1 | – | Sell |
-6,800
| Closed | -$307K | – | 213 |
|
|
2015
Q4 | $307K | Buy |
+6,800
| New | +$307K | 0.1% | 141 |
|
|
2015
Q1 | – | Sell |
-1,400
| Closed | -$62K | – | 401 |
|
|
2014
Q4 | $62K | Buy |
1,400
+400
| +40% | +$17.7K | 0.02% | 282 |
|
|
2014
Q3 | $41K | Hold |
1,000
| – | – | 0.01% | 384 |
|
|
2014
Q2 | $44K | Buy |
+1,000
| New | +$44K | 0.02% | 300 |
|