Citadel Advisors’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
663,000
+71,505
| +12% | +$185K | ﹤0.01% | 2817 |
|
|
2025
Q1 | $1.8M | Buy |
591,495
+136,628
| +30% | +$415K | ﹤0.01% | 2692 |
|
|
2024
Q4 | $1.52M | Sell |
454,867
-737,075
| -62% | -$2.47M | ﹤0.01% | 2874 |
|
|
2024
Q3 | $2.34M | Sell |
1,191,942
-89,604
| -7% | -$176K | ﹤0.01% | 2364 |
|
|
2024
Q2 | $1.91M | Sell |
1,281,546
-197,277
| -13% | -$294K | ﹤0.01% | 2484 |
|
|
2024
Q1 | $2.72M | Sell |
1,478,823
-1,315,153
| -47% | -$2.42M | ﹤0.01% | 2234 |
|
|
2023
Q4 | $6.9M | Buy |
2,793,976
+9,396
| +0.3% | +$23.2K | ﹤0.01% | 1448 |
|
|
2023
Q3 | $9.05M | Buy |
2,784,580
+2,601,792
| +1,423% | +$8.46M | ﹤0.01% | 1220 |
|
|
2023
Q2 | $1.46M | Buy |
182,788
+161,155
| +745% | +$1.29M | ﹤0.01% | 2677 |
|
|
2023
Q1 | $176K | Buy |
21,633
+21,268
| +5,827% | +$173K | ﹤0.01% | 4675 |
|
|
2022
Q4 | $3.22K | Sell |
365
-135,051
| -100% | -$1.19M | ﹤0.01% | 5840 |
|
|
2022
Q3 | $2.02M | Sell |
135,416
-213,015
| -61% | -$3.17M | ﹤0.01% | 2733 |
|
|
2022
Q2 | $6.2M | Sell |
348,431
-99,752
| -22% | -$1.77M | ﹤0.01% | 1661 |
|
|
2022
Q1 | $7.87M | Buy |
448,183
+427,266
| +2,043% | +$7.5M | ﹤0.01% | 1629 |
|
|
2021
Q4 | $920K | Buy |
+20,917
| New | +$920K | ﹤0.01% | 3929 |
|