HighTower 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 | $71K | Buy |
27,407
+1
| +0% | +$3 | ﹤0.01% | 3477 |
|
|
2025
Q1 | $83.3K | Hold |
27,406
| – | – | ﹤0.01% | 3358 |
|
|
2024
Q4 | $91.8K | Hold |
27,406
| – | – | ﹤0.01% | 3342 |
|
|
2024
Q3 | $54K | Sell |
27,406
-2,000
| -7% | -$3.94K | ﹤0.01% | 3353 |
|
|
2024
Q2 | $44K | Buy |
+29,406
| New | +$44K | ﹤0.01% | 3271 |
|
|
2022
Q3 | – | Sell |
-27,199
| Closed | -$484K | – | 2989 |
|
|
2022
Q2 | $484K | Buy |
+27,199
| New | +$484K | ﹤0.01% | 2060 |
|