Cambridge Investment Research 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 | $1.24M | Buy |
24,811
+2,200
| +10% | +$110K | ﹤0.01% | 1788 |
|
2025
Q1 | $748K | Sell |
22,611
-17,867
| -44% | -$591K | ﹤0.01% | 2092 |
|
2024
Q4 | $1.55M | Buy |
40,478
+18,157
| +81% | +$697K | 0.01% | 1540 |
|
2024
Q3 | $746K | Sell |
22,321
-796
| -3% | -$26.6K | ﹤0.01% | 2086 |
|
2024
Q2 | $682K | Sell |
23,117
-829
| -3% | -$24.5K | ﹤0.01% | 2044 |
|
2024
Q1 | $685K | Sell |
23,946
-6,564
| -22% | -$188K | ﹤0.01% | 2007 |
|
2023
Q4 | $700K | Sell |
30,510
-47,437
| -61% | -$1.09M | ﹤0.01% | 1908 |
|
2023
Q3 | $1.59M | Buy |
77,947
+46,193
| +145% | +$939K | 0.01% | 1277 |
|
2023
Q2 | $661K | Buy |
31,754
+1,708
| +6% | +$35.6K | ﹤0.01% | 1921 |
|
2023
Q1 | $521K | Sell |
30,046
-8,182
| -21% | -$142K | ﹤0.01% | 2054 |
|
2022
Q4 | $618K | Buy |
38,228
+10,687
| +39% | +$173K | ﹤0.01% | 1858 |
|
2022
Q3 | $346K | Sell |
27,541
-65
| -0.2% | -$817 | ﹤0.01% | 2248 |
|
2022
Q2 | $301K | Buy |
+27,606
| New | +$301K | ﹤0.01% | 2384 |
|
2022
Q1 | – | Sell |
-14,164
| Closed | -$196K | – | 3211 |
|
2021
Q4 | $196K | Sell |
14,164
-1,039
| -7% | -$14.4K | ﹤0.01% | 2902 |
|
2021
Q3 | $203K | Sell |
15,203
-615
| -4% | -$8.21K | ﹤0.01% | 2806 |
|
2021
Q2 | $213K | Sell |
15,818
-902
| -5% | -$12.1K | ﹤0.01% | 2778 |
|
2021
Q1 | $231K | Buy |
+16,720
| New | +$231K | ﹤0.01% | 2490 |
|
2018
Q4 | – | Sell |
-17,442
| Closed | -$172K | – | 2193 |
|
2018
Q3 | $172K | Sell |
17,442
-848
| -5% | -$8.36K | ﹤0.01% | 2083 |
|
2018
Q2 | $194K | Sell |
18,290
-1,492
| -8% | -$15.8K | ﹤0.01% | 2026 |
|
2018
Q1 | $243K | Buy |
19,782
+3,313
| +20% | +$40.7K | ﹤0.01% | 1828 |
|
2017
Q4 | $223K | Buy |
16,469
+310
| +2% | +$4.2K | ﹤0.01% | 1851 |
|
2017
Q3 | $202K | Buy |
16,159
+1,092
| +7% | +$13.7K | ﹤0.01% | 1822 |
|
2017
Q2 | $185K | Sell |
15,067
-972
| -6% | -$11.9K | ﹤0.01% | 1777 |
|
2017
Q1 | $203K | Buy |
16,039
+684
| +4% | +$8.66K | ﹤0.01% | 1602 |
|
2016
Q4 | $166K | Sell |
15,355
-586
| -4% | -$6.34K | ﹤0.01% | 1535 |
|
2016
Q3 | $164K | Sell |
15,941
-1,940
| -11% | -$20K | ﹤0.01% | 1605 |
|
2016
Q2 | $159K | Sell |
17,881
-405
| -2% | -$3.6K | ﹤0.01% | 1426 |
|
2016
Q1 | $166K | Sell |
18,286
-31,069
| -63% | -$282K | ﹤0.01% | 1435 |
|
2015
Q4 | $417K | Buy |
+49,355
| New | +$417K | 0.01% | 940 |
|