Bank of America’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 | $196K | Sell |
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|
2025
Q2 | $290K | Buy |
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|
2025
Q1 | $198K | Sell |
|
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|
2024
Q4 | $721K | Buy |
|
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|
2024
Q3 | $296K | Sell |
|
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|
2024
Q2 | $237K | Sell |
|
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|
2024
Q1 | $591K | Buy |
|
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|
2023
Q4 | $532K | Sell |
|
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|
2023
Q3 | $878K | Buy |
|
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|
2023
Q2 | $582K | Sell |
|
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|
2023
Q1 | $1.04M | Buy |
|
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|
2022
Q4 | $300K | Buy |
|
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|
2022
Q3 | $259K | Sell |
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|
2022
Q2 | $793K | Buy |
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|
2022
Q1 | $24K | Buy |
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|
2021
Q4 | $13K | Buy |
|