Ameriprise’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.4M | Sell |
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|
2025
Q2 | $4.79M | Sell |
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|
2025
Q1 | $6.97M | Buy |
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|
2024
Q4 | $7.43M | Buy |
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|
2024
Q3 | $4.31M | Buy |
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|
2024
Q2 | $3.17M | Buy |
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|
2024
Q1 | $1.36M | Buy |
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|
2023
Q4 | $1.7M | Buy |
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|
2023
Q3 | $2.22M | Buy |
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|
2023
Q2 | $4.68M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $599K | Buy |
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