Citigroup’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.6K | Buy |
20,691
+5,865
| +40% | +$15.2K | ﹤0.01% | 3991 |
|
|
2025
Q1 | $45.1K | Sell |
14,826
-179,303
| -92% | -$545K | ﹤0.01% | 4129 |
|
|
2024
Q4 | $650K | Sell |
194,129
-59,045
| -23% | -$198K | ﹤0.01% | 2852 |
|
|
2024
Q3 | $496K | Buy |
+253,174
| New | +$496K | ﹤0.01% | 2994 |
|
|
2024
Q2 | – | Sell |
-9,276
| Closed | -$17.1K | – | 4815 |
|
|
2024
Q1 | $17.1K | Sell |
9,276
-4,569
| -33% | -$8.41K | ﹤0.01% | 4328 |
|
|
2023
Q4 | $34.2K | Sell |
13,845
-35,744
| -72% | -$88.3K | ﹤0.01% | 3972 |
|
|
2023
Q3 | $161K | Buy |
49,589
+32,279
| +186% | +$105K | ﹤0.01% | 3083 |
|
|
2023
Q2 | $138K | Buy |
17,310
+16,965
| +4,917% | +$135K | ﹤0.01% | 3421 |
|
|
2023
Q1 | $2.81K | Buy |
345
+4
| +1% | +$33 | ﹤0.01% | 4338 |
|
|
2022
Q4 | $3.01K | Sell |
341
-164
| -32% | -$1.45K | ﹤0.01% | 4390 |
|
|
2022
Q3 | $8K | Buy |
505
+173
| +52% | +$2.74K | ﹤0.01% | 4308 |
|
|
2022
Q2 | $6K | Buy |
+332
| New | +$6K | ﹤0.01% | 4781 |
|