RhumbLine Advisers’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Buy |
+55,982
| New | +$145K | ﹤0.01% | 3393 |
|
|
2024
Q3 | – | Sell |
-22,799
| Closed | -$34K | – | 4239 |
|
|
2024
Q2 | $34K | Sell |
22,799
-45,634
| -67% | -$68K | ﹤0.01% | 3778 |
|
|
2024
Q1 | $126K | Buy |
68,433
+2,518
| +4% | +$4.63K | ﹤0.01% | 3369 |
|
|
2023
Q4 | $163K | Sell |
65,915
-52
| -0.1% | -$128 | ﹤0.01% | 3280 |
|
|
2023
Q3 | $214K | Buy |
65,967
+3,621
| +6% | +$11.8K | ﹤0.01% | 3125 |
|
|
2023
Q2 | $498K | Buy |
+62,346
| New | +$498K | ﹤0.01% | 2688 |
|