Federated Hermes’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Sell |
162,984
-2,700
| -2% | -$6.99K | ﹤0.01% | 1377 |
|
|
2025
Q1 | $504K | Sell |
165,684
-2,078
| -1% | -$6.32K | ﹤0.01% | 1298 |
|
|
2024
Q4 | $562K | Sell |
167,762
-549
| -0.3% | -$1.84K | ﹤0.01% | 1285 |
|
|
2024
Q3 | $330K | Sell |
168,311
-4,839
| -3% | -$9.48K | ﹤0.01% | 1405 |
|
|
2024
Q2 | $258K | Buy |
173,150
+5,077
| +3% | +$7.57K | ﹤0.01% | 1435 |
|
|
2024
Q1 | $309K | Buy |
168,073
+6,927
| +4% | +$12.7K | ﹤0.01% | 1420 |
|
|
2023
Q4 | $398K | Buy |
161,146
+160,864
| +57,044% | +$397K | ﹤0.01% | 1398 |
|
|
2023
Q3 | $917 | Sell |
282
-49,718
| -99% | -$162K | ﹤0.01% | 2010 |
|
|
2023
Q2 | $399K | Buy |
50,000
+10,000
| +25% | +$79.8K | ﹤0.01% | 1434 |
|
|
2023
Q1 | $326K | Buy |
40,000
+10,000
| +33% | +$81.5K | ﹤0.01% | 1507 |
|
|
2022
Q4 | $265K | Buy |
+30,000
| New | +$265K | ﹤0.01% | 1515 |
|