Brown, Lisle/Cummings’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 | $59.9K | Hold |
1,850
| – | – | 0.02% | 318 |
|
|
2025
Q1 | $64.3K | Hold |
1,850
| – | – | 0.02% | 306 |
|
|
2024
Q4 | $77.6K | Hold |
1,850
| – | – | 0.02% | 290 |
|
|
2024
Q3 | $92.4K | Hold |
1,850
| – | – | 0.03% | 271 |
|
|
2024
Q2 | $94.9K | Hold |
1,850
| – | – | 0.03% | 258 |
|
|
2024
Q1 | $131K | Hold |
1,850
| – | – | 0.04% | 228 |
|
|
2023
Q4 | $130K | Hold |
1,850
| – | – | 0.05% | 218 |
|
|
2023
Q3 | $146K | Buy |
1,850
+700
| +61% | +$55.1K | 0.07% | 201 |
|
|
2023
Q2 | $119K | Buy |
+1,150
| New | +$119K | 0.05% | 214 |
|