United Capital Financial Advisors’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 | $475K | Sell |
4,159
-546
| -12% | -$62.4K | ﹤0.01% | 789 |
|
|
2025
Q1 | $566K | Sell |
4,705
-97
| -2% | -$11.7K | ﹤0.01% | 702 |
|
|
2024
Q4 | $532K | Sell |
4,802
-63
| -1% | -$6.98K | ﹤0.01% | 715 |
|
|
2024
Q3 | $639K | Sell |
4,865
-457
| -9% | -$60.1K | 0.01% | 662 |
|
|
2024
Q2 | $664K | Sell |
5,322
-58
| -1% | -$7.24K | 0.01% | 627 |
|
|
2024
Q1 | $654K | Buy |
5,380
+405
| +8% | +$49.2K | 0.01% | 659 |
|
|
2023
Q4 | $633K | Buy |
+4,975
| New | +$633K | 0.01% | 672 |
|
|
2023
Q3 | – | Sell |
-3,479
| Closed | -$421K | – | 853 |
|
|
2023
Q2 | $421K | Sell |
3,479
-771
| -18% | -$93.4K | ﹤0.01% | 706 |
|
|
2023
Q1 | $468K | Sell |
4,250
-5,554
| -57% | -$612K | ﹤0.01% | 733 |
|
|
2022
Q4 | $1.02M | Buy |
9,804
+37
| +0.4% | +$3.85K | 0.01% | 608 |
|
|
2022
Q3 | $863K | Sell |
9,767
-986
| -9% | -$87.1K | 0.01% | 643 |
|
|
2022
Q2 | $1.05M | Buy |
10,753
+264
| +3% | +$25.7K | 0.01% | 632 |
|
|
2022
Q1 | $1.08M | Buy |
10,489
+5,334
| +103% | +$550K | 0.01% | 646 |
|
|
2021
Q4 | $692K | Sell |
5,155
-1,174
| -19% | -$158K | ﹤0.01% | 777 |
|
|
2021
Q3 | $754K | Sell |
6,329
-1,500
| -19% | -$179K | ﹤0.01% | 748 |
|
|
2021
Q2 | $991K | Sell |
7,829
-2,231
| -22% | -$282K | 0.01% | 702 |
|
|
2021
Q1 | $1.08M | Sell |
10,060
-438,298
| -98% | -$47.2M | 0.01% | 642 |
|
|
2020
Q4 | $42.6M | Sell |
448,358
-3,792
| -0.8% | -$361K | 0.26% | 86 |
|
|
2020
Q3 | $40.9M | Buy |
452,150
+13,287
| +3% | +$1.2M | 0.27% | 88 |
|
|
2020
Q2 | $33.4M | Buy |
438,863
+67,403
| +18% | +$5.13M | 0.24% | 98 |
|
|
2020
Q1 | $24.2M | Buy |
371,460
+28,711
| +8% | +$1.87M | 0.2% | 108 |
|
|
2019
Q4 | $26.7M | Buy |
342,749
+29,529
| +9% | +$2.3M | 0.17% | 132 |
|
|
2019
Q3 | $23.3M | Buy |
313,220
+18,354
| +6% | +$1.36M | 0.16% | 141 |
|
|
2019
Q2 | $22.4M | Buy |
294,866
+22,213
| +8% | +$1.69M | 0.15% | 147 |
|
|
2019
Q1 | $20.7M | Buy |
272,653
+31,434
| +13% | +$2.39M | 0.15% | 151 |
|
|
2018
Q4 | $16.4M | Buy |
241,219
+14,841
| +7% | +$1.01M | 0.13% | 164 |
|
|
2018
Q3 | $16.6M | Buy |
226,378
+10,005
| +5% | +$736K | 0.12% | 193 |
|
|
2018
Q2 | $15.8M | Sell |
216,373
-95,306
| -31% | -$6.97M | 0.12% | 191 |
|
|
2018
Q1 | $19.7M | Buy |
311,679
+17,329
| +6% | +$1.1M | 0.15% | 157 |
|
|
2017
Q4 | $19M | Buy |
294,350
+10,932
| +4% | +$707K | 0.15% | 158 |
|
|
2017
Q3 | $17M | Buy |
283,418
+12,354
| +5% | +$739K | 0.14% | 165 |
|
|
2017
Q2 | $15.3M | Buy |
271,064
+20,529
| +8% | +$1.16M | 0.14% | 171 |
|
|
2017
Q1 | $14.2M | Buy |
250,535
+27,753
| +12% | +$1.57M | 0.13% | 181 |
|
|
2016
Q4 | $11.8M | Buy |
222,782
+19,512
| +10% | +$1.03M | 0.11% | 208 |
|
|
2016
Q3 | $10.5M | Buy |
203,270
+133,344
| +191% | +$6.87M | 0.1% | 242 |
|
|
2016
Q2 | $3.43M | Buy |
69,926
+30,343
| +77% | +$1.49M | 0.03% | 442 |
|
|
2016
Q1 | $1.93M | Buy |
39,583
+22,096
| +126% | +$1.08M | 0.02% | 540 |
|
|
2015
Q4 | $789K | Buy |
17,487
+10,192
| +140% | +$460K | 0.01% | 754 |
|
|
2015
Q3 | $343K | Buy |
+7,295
| New | +$343K | ﹤0.01% | 1019 |
|
|
2014
Q2 | – | Sell |
-9,214
| Closed | -$365K | – | 837 |
|
|
2014
Q1 | $365K | Sell |
9,214
-263
| -3% | -$10.4K | 0.01% | 725 |
|
|
2013
Q4 | $419K | Buy |
9,477
+420
| +5% | +$18.6K | 0.01% | 459 |
|
|
2013
Q3 | $399K | Sell |
9,057
-101
| -1% | -$4.45K | 0.01% | 495 |
|
|
2013
Q2 | $348K | Buy |
+9,158
| New | +$348K | 0.01% | 572 |
|