Avantax Advisory Services’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Sell |
54,337
-1,715
| -3% | -$85.6K | 0.01% | 661 |
|
|
2025
Q1 | $1.85M | Sell |
56,052
-3,388
| -6% | -$112K | 0.01% | 775 |
|
|
2024
Q4 | $2.28M | Sell |
59,440
-4,779
| -7% | -$183K | 0.01% | 657 |
|
|
2024
Q3 | $2.15M | Sell |
64,219
-381
| -0.6% | -$12.7K | 0.01% | 670 |
|
|
2024
Q2 | $1.91M | Buy |
+64,600
| New | +$1.91M | 0.01% | 680 |
|