IEQ Capital’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Hold |
465,802
| – | – | 0.01% | 798 |
|
|
2025
Q1 | $1.42M | Hold |
465,802
| – | – | 0.01% | 666 |
|
|
2024
Q4 | $1.56M | Hold |
465,802
| – | – | 0.02% | 564 |
|
|
2024
Q3 | $913K | Hold |
465,802
| – | – | 0.01% | 566 |
|
|
2024
Q2 | $694K | Hold |
465,802
| – | – | 0.01% | 562 |
|
|
2024
Q1 | $857K | Hold |
465,802
| – | – | 0.01% | 495 |
|
|
2023
Q4 | $1.15M | Hold |
465,802
| – | – | 0.02% | 397 |
|
|
2023
Q3 | $1.51M | Hold |
465,802
| – | – | 0.03% | 307 |
|
|
2023
Q2 | $3.72M | Hold |
465,802
| – | – | 0.08% | 178 |
|
|
2023
Q1 | $3.8M | Hold |
465,802
| – | – | 0.09% | 167 |
|
|
2022
Q4 | $4.11M | Hold |
465,802
| – | – | 0.12% | 143 |
|
|
2022
Q3 | $6.93M | Sell |
465,802
-117,774
| -20% | -$1.75M | 0.19% | 89 |
|
|
2022
Q2 | $10.4M | Buy |
+583,576
| New | +$10.4M | 0.31% | 57 |
|