Valeo Financial Advisors’s eXp World Holdings EXPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $463K | Sell |
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|
2025
Q2 | $522K | Buy |
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|
2025
Q1 | $525K | Sell |
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|
2024
Q4 | $648K | Sell |
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|
2024
Q3 | $802K | Hold |
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|
2024
Q2 | $642K | Hold |
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|
2024
Q1 | $589K | Buy |
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|
2023
Q4 | $869K | Sell |
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|
2023
Q3 | $917K | Sell |
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|
2023
Q2 | $1.16M | Sell |
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|
2023
Q1 | $924K | Buy |
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|
2022
Q4 | $656K | Sell |
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|
2022
Q3 | $762K | Buy |
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|
2022
Q2 | $753K | Sell |
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|
2022
Q1 | $1.42M | Buy |
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|
2021
Q4 | $2.14M | Sell |
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|
2021
Q3 | $2.58M | Buy |
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|
2021
Q2 | $2.4M | Buy |
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|
2021
Q1 | $2.81M | Sell |
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|
2020
Q4 | $2.39M | Buy |
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|
2020
Q3 | $1.52M | Buy |
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|
2020
Q2 | $531K | Sell |
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|
2020
Q1 | $513K | Sell |
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|
2019
Q4 | $844K | Buy |
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|
2019
Q3 | $622K | Buy |
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|
2019
Q2 | $823K | Hold |
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|
2019
Q1 | $804K | Sell |
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|
2018
Q4 | $544K | Sell |
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|
2018
Q3 | $915K | Buy |
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