A detailed history of Advisor Group Holdings, Inc. transactions in Expensify, Inc. stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 4,225 shares of EXFY stock, worth $14,027. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,225
Previous 3,600 17.36%
Holding current value
$14,027
Previous $5,000 60.0%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$1.45 - $2.56 $906 - $1,600
625 Added 17.36%
4,225 $8,000
Q2 2024

Aug 13, 2024

BUY
$1.28 - $1.8 $480 - $675
375 Added 11.63%
3,600 $5,000
Q1 2024

May 10, 2024

BUY
$1.56 - $2.49 $85 - $136
55 Added 1.74%
3,225 $5,000
Q4 2023

Feb 12, 2024

BUY
$1.83 - $3.37 $684 - $1,260
374 Added 13.38%
3,170 $7,000
Q3 2023

Nov 13, 2023

SELL
$3.15 - $8.16 $488 - $1,264
-155 Reduced 5.25%
2,796 $9,000
Q2 2023

Aug 10, 2023

BUY
$5.73 - $8.45 $1,489 - $2,197
260 Added 9.66%
2,951 $23,000
Q1 2023

May 12, 2023

SELL
$7.3 - $11.45 $2,263 - $3,549
-310 Reduced 10.33%
2,691 $21,000
Q4 2022

Feb 10, 2023

SELL
$8.33 - $15.88 $19,400 - $36,984
-2,329 Reduced 43.7%
3,001 $26,000
Q3 2022

Nov 14, 2022

SELL
$14.27 - $24.3 $5,080 - $8,650
-356 Reduced 6.26%
5,330 $79,000
Q2 2022

Aug 10, 2022

BUY
$14.18 - $21.24 $42,057 - $62,997
2,966 Added 109.04%
5,686 $101,000
Q1 2022

May 04, 2022

BUY
$15.86 - $40.38 $43,139 - $109,833
2,720 New
2,720 $48,000

Others Institutions Holding EXFY

About Expensify, Inc.


  • Ticker EXFY
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 68,252,496
  • Market Cap $227M
  • Description
  • Expensify, Inc. provides a cloud-based expense management software platform to individuals, small businesses, and corporations in the United States and internationally. The company's platform enables users to manage corporate cards, pay bills, generate invoices, collect payments, and book travel. It also offers track and submit plans for individ...
More about EXFY
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