Morling Financial 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 | $386K | Hold |
149,024
| – | – | 0.13% | 53 |
|
|
2025
Q1 | $453K | Hold |
149,024
| – | – | 0.16% | 47 |
|
|
2024
Q4 | $499K | Hold |
149,024
| – | – | 0.17% | 43 |
|
|
2024
Q3 | $292K | Hold |
149,024
| – | – | 0.11% | 56 |
|
|
2024
Q2 | $222K | Hold |
149,024
| – | – | 0.1% | 57 |
|
|
2024
Q1 | $274K | Hold |
149,024
| – | – | 0.16% | 55 |
|
|
2023
Q4 | $368K | Sell |
149,024
-18,628
| -11% | -$46K | 0.3% | 39 |
|
|
2023
Q3 | $545K | Hold |
167,652
| – | – | 0.54% | 32 |
|
|
2023
Q2 | $1.34M | Hold |
167,652
| – | – | 1.29% | 16 |
|
|
2023
Q1 | $1.37M | Hold |
167,652
| – | – | 1.47% | 14 |
|
|
2022
Q4 | $1.48M | Buy |
+167,652
| New | +$1.48M | 1.89% | 13 |
|