Bank of America’s OptimizeRx OPRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Sell |
34,242
-2,843
| -8% | -$38.4K | ﹤0.01% | 4852 |
|
|
2025
Q1 | $321K | Sell |
37,085
-36,849
| -50% | -$319K | ﹤0.01% | 4969 |
|
|
2024
Q4 | $359K | Buy |
73,934
+26,093
| +55% | +$127K | ﹤0.01% | 4940 |
|
|
2024
Q3 | $369K | Buy |
47,841
+1,319
| +3% | +$10.2K | ﹤0.01% | 4842 |
|
|
2024
Q2 | $465K | Buy |
46,522
+6,222
| +15% | +$62.2K | ﹤0.01% | 4621 |
|
|
2024
Q1 | $490K | Sell |
40,300
-15,396
| -28% | -$187K | ﹤0.01% | 4560 |
|
|
2023
Q4 | $797K | Buy |
55,696
+6,571
| +13% | +$94K | ﹤0.01% | 4295 |
|
|
2023
Q3 | $382K | Buy |
49,125
+5,855
| +14% | +$45.6K | ﹤0.01% | 4662 |
|
|
2023
Q2 | $618K | Sell |
43,270
-6,194
| -13% | -$88.5K | ﹤0.01% | 4336 |
|
|
2023
Q1 | $724K | Sell |
49,464
-2,532
| -5% | -$37K | ﹤0.01% | 4388 |
|
|
2022
Q4 | $874K | Sell |
51,996
-18,046
| -26% | -$303K | ﹤0.01% | 4300 |
|
|
2022
Q3 | $1.04M | Buy |
70,042
+26,452
| +61% | +$392K | ﹤0.01% | 4173 |
|
|
2022
Q2 | $1.19M | Sell |
43,590
-15,345
| -26% | -$420K | ﹤0.01% | 4116 |
|
|
2022
Q1 | $2.22M | Sell |
58,935
-13,396
| -19% | -$505K | ﹤0.01% | 3886 |
|
|
2021
Q4 | $4.49M | Sell |
72,331
-21,516
| -23% | -$1.34M | ﹤0.01% | 3220 |
|
|
2021
Q3 | $8.03M | Buy |
93,847
+36,033
| +62% | +$3.08M | ﹤0.01% | 2661 |
|
|
2021
Q2 | $3.58M | Sell |
57,814
-10,142
| -15% | -$628K | ﹤0.01% | 3296 |
|
|
2021
Q1 | $3.31M | Buy |
67,956
+32,005
| +89% | +$1.56M | ﹤0.01% | 3340 |
|
|
2020
Q4 | $1.12M | Buy |
35,951
+3,053
| +9% | +$95.1K | ﹤0.01% | 3795 |
|
|
2020
Q3 | $686K | Buy |
32,898
+4,285
| +15% | +$89.4K | ﹤0.01% | 3942 |
|
|
2020
Q2 | $373K | Buy |
28,613
+1,991
| +7% | +$26K | ﹤0.01% | 4314 |
|
|
2020
Q1 | $241K | Sell |
26,622
-8,425
| -24% | -$76.3K | ﹤0.01% | 4442 |
|
|
2019
Q4 | $361K | Buy |
35,047
+9,031
| +35% | +$93K | ﹤0.01% | 4497 |
|
|
2019
Q3 | $377K | Buy |
26,016
+2,285
| +10% | +$33.1K | ﹤0.01% | 4522 |
|
|
2019
Q2 | $385K | Buy |
23,731
+4,610
| +24% | +$74.8K | ﹤0.01% | 4519 |
|
|
2019
Q1 | $243K | Buy |
19,121
+3,819
| +25% | +$48.5K | ﹤0.01% | 4705 |
|
|
2018
Q4 | $168K | Buy |
15,302
+2,084
| +16% | +$22.9K | ﹤0.01% | 4910 |
|
|
2018
Q3 | $238K | Buy |
13,218
+11,418
| +634% | +$206K | ﹤0.01% | 4697 |
|
|
2018
Q2 | $19K | Buy |
+1,800
| New | +$19K | ﹤0.01% | 5780 |
|