IEQ Capital’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $946K | Buy |
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|
2025
Q2 | $1.21M | Hold |
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|
2025
Q1 | $1.42M | Hold |
|
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|
2024
Q4 | $1.56M | Hold |
|
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|
2024
Q3 | $913K | Hold |
|
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|
2024
Q2 | $694K | Hold |
|
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|
2024
Q1 | $857K | Hold |
|
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|
2023
Q4 | $1.15M | Hold |
|
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|
2023
Q3 | $1.51M | Hold |
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|
2023
Q2 | $3.72M | Hold |
|
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|
2023
Q1 | $3.8M | Hold |
|
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|
2022
Q4 | $4.11M | Hold |
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|
2022
Q3 | $6.93M | Sell |
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|
2022
Q2 | $10.4M | Buy |
|