HSBC Holdings’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $156K | Buy |
61,180
+5,688
| +10% | +$14.5K | ﹤0.01% | 2288 |
|
|
2025
Q1 | $170K | Sell |
55,492
-7,825
| -12% | -$24K | ﹤0.01% | 2216 |
|
|
2024
Q4 | $214K | Sell |
63,317
-40
| -0.1% | -$135 | ﹤0.01% | 2268 |
|
|
2024
Q3 | $125K | Sell |
63,357
-6,300
| -9% | -$12.5K | ﹤0.01% | 2372 |
|
|
2024
Q2 | $102K | Hold |
69,657
| – | – | ﹤0.01% | 2361 |
|
|
2024
Q1 | $128K | Sell |
69,657
-28,973
| -29% | -$53.3K | ﹤0.01% | 2381 |
|
|
2023
Q4 | $248K | Buy |
98,630
+42,754
| +77% | +$107K | ﹤0.01% | 1916 |
|
|
2023
Q3 | $184K | Buy |
55,876
+21,700
| +63% | +$71.4K | ﹤0.01% | 1941 |
|
|
2023
Q2 | $276K | Sell |
34,176
-6,054
| -15% | -$49K | ﹤0.01% | 1770 |
|
|
2023
Q1 | $321K | Buy |
+40,230
| New | +$321K | ﹤0.01% | 1789 |
|