Ceera Investments’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
443,640
+4,310
| +1% | +$11.2K | 0.35% | 56 |
|
|
2025
Q1 | $1.34M | Hold |
439,330
| – | – | 0.46% | 51 |
|
|
2024
Q4 | $1.47M | Buy |
439,330
+4,330
| +1% | +$14.5K | 0.51% | 45 |
|
|
2024
Q3 | $853K | Hold |
435,000
| – | – | 0.32% | 58 |
|
|
2024
Q2 | $648K | Hold |
435,000
| – | – | 0.27% | 57 |
|
|
2024
Q1 | $800K | Buy |
435,000
+310,000
| +248% | +$570K | 0.35% | 53 |
|
|
2023
Q4 | $309K | Buy |
+125,000
| New | +$309K | 0.15% | 67 |
|