Allegheny Financial Group’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Sell |
7,731
-505
| -6% | -$25.2K | 0.09% | 162 |
|
|
2025
Q1 | $272K | Sell |
8,236
-686
| -8% | -$22.7K | 0.07% | 184 |
|
|
2024
Q4 | $343K | Sell |
8,922
-10,001
| -53% | -$384K | 0.09% | 170 |
|
|
2024
Q3 | $633K | Buy |
18,923
+508
| +3% | +$17K | 0.16% | 122 |
|
|
2024
Q2 | $543K | Buy |
18,415
+851
| +5% | +$25.1K | 0.16% | 126 |
|
|
2024
Q1 | $503K | Sell |
17,564
-5,555
| -24% | -$159K | 0.16% | 120 |
|
|
2023
Q4 | $531K | Hold |
23,119
| – | – | 0.17% | 109 |
|
|
2023
Q3 | $470K | Buy |
+23,119
| New | +$470K | 0.18% | 106 |
|