Toth Financial Advisory’s Eagle Materials EXP Stock Holding History

Toth Financial Advisory’s Portfolio EXP Stock Details EXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$113K	Hold	500	–	–	0.01%	284
2026 Q1	$94.7K	Hold	500	–	–	0.01%	285
2025 Q4	$103K	Hold	500	–	–	0.01%	261
2025 Q3	$117K	Hold	500	–	–	0.01%	254
2025 Q2	$101K	Hold	500	–	–	0.01%	243
2025 Q1	$111K	Sell	500 -6	-1%	-$1.42K	0.01%	235
2024 Q4	$125K	Hold	506	–	–	0.01%	223
2024 Q3	$146K	Hold	506	–	–	0.02%	214
2024 Q2	$110K	Hold	506	–	–	0.01%	231
2024 Q1	$138K	Buy	506 +6	+1%	+$1.42K	0.02%	217
2023 Q4	$101K	Hold	500	–	–	0.01%	236
2023 Q3	$83.3K	Hold	500	–	–	0.01%	227
2023 Q2	$93.2K	Hold	500	–	–	0.01%	225
2023 Q1	$73.4K	Buy	500 +250	+100%	+$35.4K	0.01%	244
2022 Q4	$33.2K	Hold	250	–	–	0.01%	326
2022 Q3	$27K	Hold	250	–	–	﹤0.01%	344
2022 Q2	$27K	Sell	250 -5,750	-96%	-$707K	﹤0.01%	336
2022 Q1	$770K	Sell	6,000 -625	-9%	-$88.7K	0.12%	134
2021 Q4	$1.1M	Buy	6,625 +2,325	+54%	+$357K	0.15%	118
2021 Q3	$564K	Buy	4,300 +300	+8%	+$43.1K	0.09%	143
2021 Q2	$568K	Hold	4,000	–	–	0.09%	144
2021 Q1	$538K	Buy	+4,000	New	+$485K	0.09%	156

Other funds holding EXP

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Perennial Advisors New York $643M AUM 23.36% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return