Charles Schwab’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $939K | Sell |
|
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|
2024
Q4 | $1.06M | Buy |
|
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|
2024
Q3 | $604K | Buy |
|
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|
2024
Q2 | $365K | Sell |
|
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|
2024
Q1 | $679K | Buy |
|
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|
2023
Q4 | $895K | Buy |
|
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|
2023
Q3 | $1.06M | Sell |
|
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|
2023
Q2 | $2.82M | Buy |
|
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|
2023
Q1 | $1.85M | Sell |
|
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|
2022
Q4 | $2.03M | Buy |
|
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|
2022
Q3 | $3.33M | Buy |
|
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|
2022
Q2 | $809K | Sell |
|
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|
2022
Q1 | $825K | Buy |
|
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|
2021
Q4 | $2.02M | Buy |
|