Allworth Financial’s Omega Flex OFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $713 | Buy |
+22
| New | +$713 | ﹤0.01% | 4038 |
|
|
2025
Q1 | – | Sell |
-65
| Closed | -$2.6K | – | 4135 |
|
|
2024
Q4 | $2.6K | Sell |
65
-6
| -8% | -$240 | ﹤0.01% | 3051 |
|
|
2024
Q3 | $3.55K | Buy |
71
+68
| +2,267% | +$3.4K | ﹤0.01% | 2718 |
|
|
2024
Q2 | $155 | Buy |
+3
| New | +$155 | ﹤0.01% | 3576 |
|
|
2023
Q4 | – | Sell |
-4
| Closed | -$315 | – | 3575 |
|
|
2023
Q3 | $315 | Buy |
+4
| New | +$315 | ﹤0.01% | 3156 |
|