Prelude Capital Management’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.9K | Buy |
+21,600
| New | +$55.9K | 0.01% | 951 |
|
|
2024
Q3 | – | Sell |
-26,800
| Closed | -$39.9K | – | 1259 |
|
|
2024
Q2 | $39.9K | Sell |
26,800
-19,500
| -42% | -$29.1K | ﹤0.01% | 1066 |
|
|
2024
Q1 | $85.2K | Sell |
46,300
-5,000
| -10% | -$9.2K | ﹤0.01% | 1105 |
|
|
2023
Q4 | $127K | Buy |
51,300
+7,700
| +18% | +$19K | 0.01% | 878 |
|
|
2023
Q3 | $142K | Buy |
+43,600
| New | +$142K | 0.01% | 817 |
|
|
2023
Q2 | – | Sell |
-22,470
| Closed | -$183K | – | 1089 |
|
|
2023
Q1 | $183K | Buy |
+22,470
| New | +$183K | 0.01% | 787 |
|