Bank of America’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
112,078
+46,999
| +72% | +$122K | ﹤0.01% | 5068 |
|
|
2025
Q1 | $198K | Sell |
65,079
-150,172
| -70% | -$457K | ﹤0.01% | 5216 |
|
|
2024
Q4 | $721K | Buy |
215,251
+64,088
| +42% | +$215K | ﹤0.01% | 4475 |
|
|
2024
Q3 | $296K | Sell |
151,163
-7,600
| -5% | -$14.9K | ﹤0.01% | 4973 |
|
|
2024
Q2 | $237K | Sell |
158,763
-162,342
| -51% | -$242K | ﹤0.01% | 4998 |
|
|
2024
Q1 | $591K | Buy |
321,105
+105,699
| +49% | +$194K | ﹤0.01% | 4458 |
|
|
2023
Q4 | $532K | Sell |
215,406
-54,900
| -20% | -$136K | ﹤0.01% | 4577 |
|
|
2023
Q3 | $878K | Buy |
270,306
+197,360
| +271% | +$641K | ﹤0.01% | 4105 |
|
|
2023
Q2 | $582K | Sell |
72,946
-55,191
| -43% | -$440K | ﹤0.01% | 4387 |
|
|
2023
Q1 | $1.04M | Buy |
128,137
+94,182
| +277% | +$768K | ﹤0.01% | 4153 |
|
|
2022
Q4 | $300K | Buy |
33,955
+16,475
| +94% | +$145K | ﹤0.01% | 4983 |
|
|
2022
Q3 | $259K | Sell |
17,480
-27,106
| -61% | -$402K | ﹤0.01% | 5053 |
|
|
2022
Q2 | $793K | Buy |
44,586
+43,239
| +3,210% | +$769K | ﹤0.01% | 4416 |
|
|
2022
Q1 | $24K | Buy |
1,347
+1,041
| +340% | +$18.5K | ﹤0.01% | 6647 |
|
|
2021
Q4 | $13K | Buy |
+306
| New | +$13K | ﹤0.01% | 6766 |
|