Osaic Holdings’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5K | Sell |
4,926
-26
| -0.5% | -$87 | ﹤0.01% | 5452 |
|
|
2025
Q1 | $15.1K | Buy |
4,952
+52
| +1% | +$158 | ﹤0.01% | 5509 |
|
|
2024
Q4 | $16.4K | Buy |
4,900
+675
| +16% | +$2.26K | ﹤0.01% | 5436 |
|
|
2024
Q3 | $8.28K | Buy |
4,225
+625
| +17% | +$1.23K | ﹤0.01% | 5846 |
|
|
2024
Q2 | $5.36K | Buy |
3,600
+375
| +12% | +$558 | ﹤0.01% | 6029 |
|
|
2024
Q1 | $5.93K | Buy |
3,225
+55
| +2% | +$101 | ﹤0.01% | 5912 |
|
|
2023
Q4 | $7.82K | Buy |
3,170
+374
| +13% | +$923 | ﹤0.01% | 5899 |
|
|
2023
Q3 | $9.08K | Sell |
2,796
-155
| -5% | -$504 | ﹤0.01% | 5926 |
|
|
2023
Q2 | $23.5K | Buy |
2,951
+260
| +10% | +$2.07K | ﹤0.01% | 5439 |
|
|
2023
Q1 | $21.9K | Sell |
2,691
-310
| -10% | -$2.53K | ﹤0.01% | 5510 |
|
|
2022
Q4 | $26.2K | Sell |
3,001
-2,329
| -44% | -$20.4K | ﹤0.01% | 5368 |
|
|
2022
Q3 | $79K | Sell |
5,330
-356
| -6% | -$5.28K | ﹤0.01% | 4555 |
|
|
2022
Q2 | $101K | Buy |
5,686
+2,966
| +109% | +$52.7K | ﹤0.01% | 4414 |
|
|
2022
Q1 | $48K | Sell |
2,720
-1,782
| -40% | -$31.4K | ﹤0.01% | 5114 |
|
|
2021
Q4 | $197K | Buy |
+4,502
| New | +$197K | ﹤0.01% | 3958 |
|