United Services Automobile Association’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,282
| Closed | -$270K | – | 369 |
|
|
2025
Q1 | $270K | Buy |
+3,282
| New | +$270K | 0.01% | 872 |
|
|
2019
Q3 | – | Sell |
-7,770
| Closed | -$455K | – | 853 |
|
|
2019
Q2 | $455K | Hold |
7,770
| – | – | ﹤0.01% | 1658 |
|
|
2019
Q1 | $448K | Hold |
7,770
| – | – | ﹤0.01% | 1681 |
|
|
2018
Q4 | $394K | Hold |
7,770
| – | – | ﹤0.01% | 1670 |
|
|
2018
Q3 | $416K | Hold |
7,770
| – | – | ﹤0.01% | 1764 |
|
|
2018
Q2 | $375K | Hold |
7,770
| – | – | ﹤0.01% | 1815 |
|
|
2018
Q1 | $306K | Buy |
+7,770
| New | +$306K | ﹤0.01% | 1897 |
|
|
2016
Q1 | – | Sell |
-30,188
| Closed | -$754K | – | 1301 |
|
|
2015
Q4 | $754K | Sell |
30,188
-16,600
| -35% | -$415K | ﹤0.01% | 1129 |
|
|
2015
Q3 | $1.04M | Sell |
46,788
-5,200
| -10% | -$116K | ﹤0.01% | 1048 |
|
|
2015
Q2 | $1.16M | Sell |
51,988
-3,600
| -6% | -$80.6K | ﹤0.01% | 1095 |
|
|
2015
Q1 | $1.24M | Sell |
55,588
-8,400
| -13% | -$187K | ﹤0.01% | 1078 |
|
|
2014
Q4 | $1.32M | Sell |
63,988
-2,400
| -4% | -$49.5K | ﹤0.01% | 1051 |
|
|
2014
Q3 | $1.18M | Hold |
66,388
| – | – | ﹤0.01% | 1067 |
|
|
2014
Q2 | $1.23M | Hold |
66,388
| – | – | ﹤0.01% | 1050 |
|
|
2014
Q1 | $1.25M | Sell |
66,388
-12,000
| -15% | -$225K | ﹤0.01% | 1041 |
|
|
2013
Q4 | $1.52M | Buy |
78,388
+14,400
| +23% | +$279K | 0.01% | 1006 |
|
|
2013
Q3 | $1.15M | Buy |
63,988
+15,200
| +31% | +$273K | ﹤0.01% | 1035 |
|
|
2013
Q2 | $721K | Buy |
+48,788
| New | +$721K | ﹤0.01% | 1080 |
|