Avenir Corporation’s OptimizeRx OPRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Hold |
77,260
| – | – | 0.11% | 38 |
|
|
2025
Q1 | $669K | Hold |
77,260
| – | – | 0.07% | 44 |
|
|
2024
Q4 | $375K | Sell |
77,260
-11,000
| -12% | -$53.5K | 0.04% | 54 |
|
|
2024
Q3 | $681K | Hold |
88,260
| – | – | 0.07% | 43 |
|
|
2024
Q2 | $883K | Hold |
88,260
| – | – | 0.09% | 41 |
|
|
2024
Q1 | $1.07M | Hold |
88,260
| – | – | 0.09% | 36 |
|
|
2023
Q4 | $1.26M | Sell |
88,260
-219,289
| -71% | -$3.14M | 0.11% | 34 |
|
|
2023
Q3 | $2.39M | Sell |
307,549
-74,111
| -19% | -$577K | 0.22% | 28 |
|
|
2023
Q2 | $5.45M | Sell |
381,660
-32,913
| -8% | -$470K | 0.48% | 24 |
|
|
2023
Q1 | $6.07M | Sell |
414,573
-6,161
| -1% | -$90.1K | 0.57% | 23 |
|
|
2022
Q4 | $7.07M | Sell |
420,734
-562
| -0.1% | -$9.44K | 0.71% | 21 |
|
|
2022
Q3 | $6.24M | Sell |
421,296
-2,370
| -0.6% | -$35.1K | 0.66% | 22 |
|
|
2022
Q2 | $11.6M | Sell |
423,666
-45
| -0% | -$1.23K | 1.11% | 20 |
|
|
2022
Q1 | $16M | Sell |
423,711
-7,260
| -2% | -$274K | 1.28% | 20 |
|
|
2021
Q4 | $26.8M | Sell |
430,971
-77,928
| -15% | -$4.84M | 2.06% | 18 |
|
|
2021
Q3 | $43.5M | Sell |
508,899
-129,547
| -20% | -$11.1M | 3.66% | 11 |
|
|
2021
Q2 | $39.5M | Sell |
638,446
-150
| -0% | -$9.29K | 3.14% | 14 |
|
|
2021
Q1 | $31.1M | Sell |
638,596
-66,160
| -9% | -$3.23M | 2.69% | 16 |
|
|
2020
Q4 | $22M | Sell |
704,756
-24,289
| -3% | -$757K | 2.1% | 17 |
|
|
2020
Q3 | $15.2M | Sell |
729,045
-5,795
| -0.8% | -$121K | 1.59% | 19 |
|
|
2020
Q2 | $9.58M | Buy |
734,840
+27,086
| +4% | +$353K | 1.09% | 21 |
|
|
2020
Q1 | $6.41M | Buy |
707,754
+119,352
| +20% | +$1.08M | 0.87% | 21 |
|
|
2019
Q4 | $6.04M | Buy |
588,402
+364,302
| +163% | +$3.74M | 0.61% | 27 |
|
|
2019
Q3 | $3.25M | Hold |
224,100
| – | – | 0.34% | 33 |
|
|
2019
Q2 | $3.63M | Buy |
224,100
+106,700
| +91% | +$1.73M | 0.38% | 32 |
|
|
2019
Q1 | $1.49M | Hold |
117,400
| – | – | 0.16% | 43 |
|
|
2018
Q4 | $1.29M | Buy |
117,400
+50,000
| +74% | +$549K | 0.16% | 42 |
|
|
2018
Q3 | $1.21M | Hold |
67,400
| – | – | 0.13% | 46 |
|
|
2018
Q2 | $701K | Buy |
+67,400
| New | +$701K | 0.08% | 52 |
|