Concourse Financial Group Securities’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 2621 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4206 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 4203 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 4240 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 4249 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4187 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4147 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 4098 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4003 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 3973 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 3758 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 3806 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 3752 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3864 |
|