State Street’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
582,217
+356,936
| +158% | +$924K | ﹤0.01% | 3390 |
|
|
2025
Q1 | $685K | Sell |
225,281
-3,100
| -1% | -$9.42K | ﹤0.01% | 3519 |
|
|
2024
Q4 | $765K | Buy |
228,381
+74,550
| +48% | +$250K | ﹤0.01% | 3543 |
|
|
2024
Q3 | $302K | Hold |
153,831
| – | – | ﹤0.01% | 3714 |
|
|
2024
Q2 | $229K | Sell |
153,831
-891,318
| -85% | -$1.33M | ﹤0.01% | 3777 |
|
|
2024
Q1 | $1.92M | Buy |
1,045,149
+8,184
| +0.8% | +$15.1K | ﹤0.01% | 3291 |
|
|
2023
Q4 | $2.56M | Buy |
1,036,965
+95,214
| +10% | +$235K | ﹤0.01% | 3230 |
|
|
2023
Q3 | $3.06M | Sell |
941,751
-176,970
| -16% | -$575K | ﹤0.01% | 3150 |
|
|
2023
Q2 | $8.93M | Buy |
1,118,721
+801,183
| +252% | +$6.39M | ﹤0.01% | 2704 |
|
|
2023
Q1 | $2.59M | Buy |
317,538
+34,433
| +12% | +$281K | ﹤0.01% | 3249 |
|
|
2022
Q4 | $2.5M | Buy |
283,105
+68,110
| +32% | +$601K | ﹤0.01% | 3306 |
|
|
2022
Q3 | $3.2M | Buy |
214,995
+167,002
| +348% | +$2.48M | ﹤0.01% | 3265 |
|
|
2022
Q2 | $854K | Buy |
47,993
+12,262
| +34% | +$218K | ﹤0.01% | 3670 |
|
|
2022
Q1 | $627K | Buy |
35,731
+29,831
| +506% | +$523K | ﹤0.01% | 3955 |
|
|
2021
Q4 | $260K | Buy |
+5,900
| New | +$260K | ﹤0.01% | 4238 |
|