Atlas Capital Advisors’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.86M | Sell |
37,325
-1,008
| -3% | -$50.3K | 0.23% | 91 |
|
2025
Q1 | $1.27M | Buy |
38,333
+3,645
| +11% | +$121K | 0.16% | 115 |
|
2024
Q4 | $1.33M | Sell |
34,688
-119
| -0.3% | -$4.57K | 0.17% | 104 |
|
2024
Q3 | $1.16M | Buy |
34,807
+1,851
| +6% | +$61.9K | 0.18% | 108 |
|
2024
Q2 | $972K | Sell |
32,956
-1,865
| -5% | -$55K | 0.13% | 130 |
|
2024
Q1 | $996K | Sell |
34,821
-9,316
| -21% | -$267K | 0.16% | 125 |
|
2023
Q4 | $1.01M | Buy |
44,137
+1,544
| +4% | +$35.4K | 0.15% | 118 |
|
2023
Q3 | $866K | Hold |
42,593
| – | – | 0.14% | 118 |
|
2023
Q2 | $887K | Buy |
42,593
+140
| +0.3% | +$2.92K | 0.13% | 124 |
|
2023
Q1 | $736K | Buy |
42,453
+2,096
| +5% | +$36.3K | 0.12% | 133 |
|
2022
Q4 | $653K | Buy |
40,357
+689
| +2% | +$11.1K | 0.11% | 154 |
|
2022
Q3 | $498K | Buy |
39,668
+15,164
| +62% | +$190K | 0.09% | 183 |
|
2022
Q2 | $267K | Buy |
24,504
+23,177
| +1,747% | +$253K | 0.05% | 310 |
|
2022
Q1 | $18.6K | Hold |
1,327
| – | – | ﹤0.01% | 645 |
|
2021
Q4 | $18.3K | Hold |
1,327
| – | – | ﹤0.01% | 649 |
|
2021
Q3 | $17.7K | Hold |
1,327
| – | – | ﹤0.01% | 653 |
|
2021
Q2 | $17.9K | Hold |
1,327
| – | – | ﹤0.01% | 664 |
|
2021
Q1 | $18.3K | Buy |
+1,327
| New | +$18.3K | ﹤0.01% | 614 |
|