West Family Investments’s Expand Energy Corp EXE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.49M	Hold	50,000	–	–	1.92%	10
2025 Q4	$5.52M	Hold	50,000	–	–	1.3%	15
2025 Q3	$5.31M	Hold	50,000	–	–	1.19%	16
2025 Q2	$117	Hold	50,000	–	–	﹤0.01%	365
2025 Q1	$5.57M	Hold	50,000	–	–	2.1%	8
2024 Q4	$4.98M	Hold	50,000	–	–	1.73%	11
2024 Q3	$4.11M	Hold	50,000	–	–	1.4%	11
2024 Q2	$4.11M	Hold	50,000	–	–	1.23%	23
2024 Q1	$4.44M	Hold	50,000	–	–	1.38%	21
2023 Q4	$3.85M	Hold	50,000	–	–	1.3%	21
2023 Q3	$4.31M	Hold	50,000	–	–	1.5%	21
2023 Q2	$4.18M	Hold	50,000	–	–	1.63%	17
2023 Q1	$3.8M	Hold	50,000	–	–	1.51%	20
2022 Q4	$4.72M	Hold	50,000	–	–	1.61%	18
2022 Q3	$4.71M	Hold	50,000	–	–	2.01%	14
2022 Q2	$4.05M	Hold	50,000	–	–	1.6%	16
2022 Q1	$4.35M	Hold	50,000	–	–	1.24%	19
2021 Q4	$3.23M	Buy	+50,000	New	+$3.17M	0.9%	21