Morling Financial Advisors’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 | $276K | Hold |
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|
2025
Q2 | $386K | Hold |
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|
2025
Q1 | $453K | Hold |
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|
2024
Q4 | $499K | Hold |
|
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|
2024
Q3 | $292K | Hold |
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|
2024
Q2 | $222K | Hold |
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|
2024
Q1 | $274K | Hold |
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|
2023
Q4 | $368K | Sell |
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|
2023
Q3 | $545K | Hold |
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|
2023
Q2 | $1.34M | Hold |
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|
2023
Q1 | $1.37M | Hold |
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|
2022
Q4 | $1.48M | Buy |
|