Jacobs Levy Equity Management’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-76,945
| Closed | -$151K | – | 973 |
|
|
2024
Q3 | $151K | Sell |
76,945
-771,727
| -91% | -$1.51M | ﹤0.01% | 930 |
|
|
2024
Q2 | $1.26M | Sell |
848,672
-103,815
| -11% | -$155K | 0.01% | 684 |
|
|
2024
Q1 | $1.75M | Sell |
952,487
-88,392
| -8% | -$163K | 0.01% | 621 |
|
|
2023
Q4 | $2.57M | Buy |
1,040,879
+806,901
| +345% | +$1.99M | 0.01% | 562 |
|
|
2023
Q3 | $760K | Buy |
+233,978
| New | +$760K | ﹤0.01% | 720 |
|
|
2022
Q4 | – | Sell |
-19,413
| Closed | -$289K | – | 968 |
|
|
2022
Q3 | $289K | Buy |
+19,413
| New | +$289K | ﹤0.01% | 894 |
|