Ameriprise’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.79M | Sell |
1,849,320
-444,865
| -19% | -$1.15M | ﹤0.01% | 2392 |
|
|
2025
Q1 | $6.97M | Buy |
2,294,185
+75,981
| +3% | +$231K | ﹤0.01% | 2047 |
|
|
2024
Q4 | $7.43M | Buy |
2,218,204
+20,224
| +0.9% | +$67.8K | ﹤0.01% | 2038 |
|
|
2024
Q3 | $4.31M | Buy |
2,197,980
+69,140
| +3% | +$136K | ﹤0.01% | 2472 |
|
|
2024
Q2 | $3.17M | Buy |
2,128,840
+1,389,928
| +188% | +$2.07M | ﹤0.01% | 2622 |
|
|
2024
Q1 | $1.36M | Buy |
738,912
+48,800
| +7% | +$89.8K | ﹤0.01% | 3045 |
|
|
2023
Q4 | $1.7M | Buy |
690,112
+7,200
| +1% | +$17.8K | ﹤0.01% | 2946 |
|
|
2023
Q3 | $2.22M | Buy |
682,912
+96,332
| +16% | +$313K | ﹤0.01% | 2770 |
|
|
2023
Q2 | $4.68M | Buy |
+586,580
| New | +$4.68M | ﹤0.01% | 2392 |
|
|
2022
Q4 | – | Sell |
-40,244
| Closed | -$599K | – | 3989 |
|
|
2022
Q3 | $599K | Buy |
+40,244
| New | +$599K | ﹤0.01% | 3316 |
|