Capital Advisors Ltd’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Hold |
4,693
| – | – | 0.03% | 256 |
|
|
2025
Q1 | $155K | Hold |
4,693
| – | – | 0.02% | 298 |
|
|
2024
Q4 | $180K | Hold |
4,693
| – | – | 0.02% | 279 |
|
|
2024
Q3 | $157K | Hold |
4,693
| – | – | 0.02% | 299 |
|
|
2024
Q2 | $138K | Hold |
4,693
| – | – | 0.02% | 309 |
|
|
2024
Q1 | $134K | Sell |
4,693
-1,535
| -25% | -$43.8K | 0.02% | 314 |
|
|
2023
Q4 | $143K | Hold |
6,228
| – | – | 0.02% | 295 |
|
|
2023
Q3 | $127K | Hold |
6,228
| – | – | 0.02% | 306 |
|
|
2023
Q2 | $130K | Hold |
6,228
| – | – | 0.02% | 310 |
|
|
2023
Q1 | $108K | Hold |
6,228
| – | – | 0.02% | 306 |
|
|
2022
Q4 | $101K | Hold |
6,228
| – | – | 0.02% | 317 |
|
|
2022
Q3 | $78K | Hold |
6,228
| – | – | 0.02% | 332 |
|
|
2022
Q2 | $68K | Hold |
6,228
| – | – | 0.01% | 333 |
|
|
2022
Q1 | $87K | Buy |
6,228
+2,556
| +70% | +$35.7K | 0.01% | 323 |
|
|
2021
Q4 | $51K | Buy |
+3,672
| New | +$51K | 0.01% | 356 |
|