Northern Trust’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
446,657
+329,500
| +281% | +$853K | ﹤0.01% | 3305 |
|
|
2025
Q1 | $356K | Buy |
117,157
+9,852
| +9% | +$30K | ﹤0.01% | 3719 |
|
|
2024
Q4 | $359K | Buy |
107,305
+14,676
| +16% | +$49.2K | ﹤0.01% | 3772 |
|
|
2024
Q3 | $182K | Sell |
92,629
-317,685
| -77% | -$623K | ﹤0.01% | 3910 |
|
|
2024
Q2 | $611K | Sell |
410,314
-37,170
| -8% | -$55.4K | ﹤0.01% | 3432 |
|
|
2024
Q1 | $823K | Sell |
447,484
-11,865
| -3% | -$21.8K | ﹤0.01% | 3398 |
|
|
2023
Q4 | $1.13M | Sell |
459,349
-22,958
| -5% | -$56.7K | ﹤0.01% | 3271 |
|
|
2023
Q3 | $1.57M | Sell |
482,307
-10,022
| -2% | -$32.6K | ﹤0.01% | 3069 |
|
|
2023
Q2 | $3.93M | Buy |
492,329
+400,712
| +437% | +$3.2M | ﹤0.01% | 2634 |
|
|
2023
Q1 | $747K | Buy |
91,617
+660
| +0.7% | +$5.38K | ﹤0.01% | 3317 |
|
|
2022
Q4 | $803K | Buy |
90,957
+9,996
| +12% | +$88.3K | ﹤0.01% | 3342 |
|
|
2022
Q3 | $1.21M | Buy |
80,961
+58,133
| +255% | +$865K | ﹤0.01% | 3249 |
|
|
2022
Q2 | $406K | Buy |
22,828
+6,558
| +40% | +$117K | ﹤0.01% | 3613 |
|
|
2022
Q1 | $286K | Sell |
16,270
-366
| -2% | -$6.43K | ﹤0.01% | 3971 |
|
|
2021
Q4 | $732K | Buy |
+16,636
| New | +$732K | ﹤0.01% | 3663 |
|