Valeo Financial Advisors’s eXp World Holdings EXPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Buy |
57,417
+3,769
| +7% | +$34.3K | 0.01% | 439 |
|
|
2025
Q1 | $525K | Sell |
53,648
-2,612
| -5% | -$25.5K | 0.01% | 403 |
|
|
2024
Q4 | $648K | Sell |
56,260
-660
| -1% | -$7.6K | 0.02% | 349 |
|
|
2024
Q3 | $802K | Hold |
56,920
| – | – | 0.02% | 302 |
|
|
2024
Q2 | $642K | Hold |
56,920
| – | – | 0.02% | 319 |
|
|
2024
Q1 | $589K | Buy |
56,920
+915
| +2% | +$9.46K | 0.02% | 328 |
|
|
2023
Q4 | $869K | Sell |
56,005
-486
| -0.9% | -$7.54K | 0.04% | 249 |
|
|
2023
Q3 | $917K | Sell |
56,491
-799
| -1% | -$13K | 0.04% | 225 |
|
|
2023
Q2 | $1.16M | Sell |
57,290
-15,562
| -21% | -$316K | 0.05% | 187 |
|
|
2023
Q1 | $924K | Buy |
72,852
+13,615
| +23% | +$173K | 0.04% | 223 |
|
|
2022
Q4 | $656K | Sell |
59,237
-8,758
| -13% | -$97K | 0.04% | 237 |
|
|
2022
Q3 | $762K | Buy |
67,995
+4,007
| +6% | +$44.9K | 0.05% | 201 |
|
|
2022
Q2 | $753K | Sell |
63,988
-2,999
| -4% | -$35.3K | 0.05% | 197 |
|
|
2022
Q1 | $1.42M | Buy |
66,987
+3,442
| +5% | +$72.9K | 0.07% | 155 |
|
|
2021
Q4 | $2.14M | Sell |
63,545
-1,200
| -2% | -$40.4K | 0.12% | 100 |
|
|
2021
Q3 | $2.58M | Buy |
64,745
+2,953
| +5% | +$117K | 0.15% | 91 |
|
|
2021
Q2 | $2.4M | Buy |
61,792
+80
| +0.1% | +$3.1K | 0.15% | 88 |
|
|
2021
Q1 | $2.81M | Sell |
61,712
-14,024
| -19% | -$639K | 0.13% | 89 |
|
|
2020
Q4 | $2.39M | Buy |
75,736
+488
| +0.6% | +$15.4K | 0.12% | 94 |
|
|
2020
Q3 | $1.52M | Buy |
75,248
+12,988
| +21% | +$262K | 0.13% | 102 |
|
|
2020
Q2 | $531K | Sell |
62,260
-62,070
| -50% | -$529K | 0.05% | 177 |
|
|
2020
Q1 | $513K | Sell |
124,330
-24,694
| -17% | -$102K | 0.05% | 169 |
|
|
2019
Q4 | $844K | Buy |
149,024
+600
| +0.4% | +$3.4K | 0.08% | 148 |
|
|
2019
Q3 | $622K | Buy |
148,424
+500
| +0.3% | +$2.1K | 0.07% | 157 |
|
|
2019
Q2 | $823K | Hold |
147,924
| – | – | 0.09% | 139 |
|
|
2019
Q1 | $804K | Sell |
147,924
-5,800
| -4% | -$31.5K | 0.1% | 141 |
|
|
2018
Q4 | $544K | Sell |
153,724
-22,272
| -13% | -$78.8K | 0.08% | 159 |
|
|
2018
Q3 | $915K | Buy |
+175,996
| New | +$915K | 0.12% | 126 |
|