CastleKnight Management’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.35M | Buy |
1,292,146
+524,209
| +68% | +$1.36M | 0.09% | 124 |
|
|
2025
Q1 | $2.33M | Buy |
767,937
+102,600
| +15% | +$312K | 0.09% | 105 |
|
|
2024
Q4 | $2.23M | Buy |
665,337
+161,137
| +32% | +$540K | 0.07% | 110 |
|
|
2024
Q3 | $988K | Buy |
504,200
+118,000
| +31% | +$231K | 0.04% | 183 |
|
|
2024
Q2 | $575K | Buy |
386,200
+255,000
| +194% | +$380K | 0.03% | 212 |
|
|
2024
Q1 | $241K | Hold |
131,200
| – | – | 0.01% | 251 |
|
|
2023
Q4 | $324K | Buy |
131,200
+58,100
| +79% | +$144K | 0.02% | 232 |
|
|
2023
Q3 | $238K | Hold |
73,100
| – | – | 0.02% | 241 |
|
|
2023
Q2 | $583K | Hold |
73,100
| – | – | 0.06% | 177 |
|
|
2023
Q1 | $596K | Buy |
+73,100
| New | +$596K | 0.06% | 149 |
|