Ameritas Investment Partners’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8K | Buy |
+6,105
| New | +$15.8K | ﹤0.01% | 2760 |
|
|
2024
Q2 | – | Sell |
-4,561
| Closed | -$8.39K | – | 3164 |
|
|
2024
Q1 | $8.39K | Hold |
4,561
| – | – | ﹤0.01% | 2859 |
|
|
2023
Q4 | $11.3K | Hold |
4,561
| – | – | ﹤0.01% | 2810 |
|
|
2023
Q3 | $14.8K | Hold |
4,561
| – | – | ﹤0.01% | 2665 |
|
|
2023
Q2 | $36.4K | Buy |
+4,561
| New | +$36.4K | ﹤0.01% | 2227 |
|