Charles Schwab’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
459,813
+151,075
| +49% | +$391K | ﹤0.01% | 2844 |
|
|
2025
Q1 | $939K | Sell |
308,738
-8,238
| -3% | -$25K | ﹤0.01% | 2863 |
|
|
2024
Q4 | $1.06M | Buy |
316,976
+8,911
| +3% | +$29.9K | ﹤0.01% | 2895 |
|
|
2024
Q3 | $604K | Buy |
308,065
+63,052
| +26% | +$124K | ﹤0.01% | 3096 |
|
|
2024
Q2 | $365K | Sell |
245,013
-124,236
| -34% | -$185K | ﹤0.01% | 3314 |
|
|
2024
Q1 | $679K | Buy |
369,249
+6,770
| +2% | +$12.5K | ﹤0.01% | 2912 |
|
|
2023
Q4 | $895K | Buy |
362,479
+35,226
| +11% | +$87K | ﹤0.01% | 2868 |
|
|
2023
Q3 | $1.06M | Sell |
327,253
-26,618
| -8% | -$86.5K | ﹤0.01% | 2779 |
|
|
2023
Q2 | $2.82M | Buy |
353,871
+127,409
| +56% | +$1.02M | ﹤0.01% | 2445 |
|
|
2023
Q1 | $1.85M | Sell |
226,462
-3,294
| -1% | -$26.8K | ﹤0.01% | 2546 |
|
|
2022
Q4 | $2.03M | Buy |
229,756
+5,684
| +3% | +$50.2K | ﹤0.01% | 2569 |
|
|
2022
Q3 | $3.34M | Buy |
224,072
+178,599
| +393% | +$2.66M | ﹤0.01% | 2422 |
|
|
2022
Q2 | $809K | Sell |
45,473
-1,485
| -3% | -$26.4K | ﹤0.01% | 2873 |
|
|
2022
Q1 | $825K | Buy |
46,958
+1,123
| +2% | +$19.7K | ﹤0.01% | 2923 |
|
|
2021
Q4 | $2.02M | Buy |
+45,835
| New | +$2.02M | ﹤0.01% | 2704 |
|