Barclays’s Expensify EXFY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$378K Sell
146,015
-25,119
-15% -$65K ﹤0.01% 3181
2025
Q1
$520K Buy
171,134
+43,300
+34% +$132K ﹤0.01% 2829
2024
Q4
$428K Buy
127,834
+67,987
+114% +$228K ﹤0.01% 3150
2024
Q3
$117K Buy
59,847
+2,798
+5% +$5.47K ﹤0.01% 3701
2024
Q2
$85K Sell
57,049
-23,397
-29% -$34.9K ﹤0.01% 3451
2024
Q1
$148K Sell
80,446
-36,710
-31% -$67.5K ﹤0.01% 3480
2023
Q4
$289K Buy
117,156
+11,397
+11% +$28.1K ﹤0.01% 3332
2023
Q3
$344K Buy
105,759
+85,931
+433% +$280K ﹤0.01% 2753
2023
Q2
$158K Buy
19,828
+10,514
+113% +$83.8K ﹤0.01% 3200
2023
Q1
$76K Buy
+9,314
New +$76K ﹤0.01% 3657