Cerity Partners’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
24,600
+10,633
| +76% | +$531K | ﹤0.01% | 1430 |
|
|
2025
Q1 | $462K | Sell |
13,967
-3,763
| -21% | -$124K | ﹤0.01% | 1797 |
|
|
2024
Q4 | $641K | Sell |
17,730
-986
| -5% | -$35.6K | ﹤0.01% | 1627 |
|
|
2024
Q3 | $626K | Buy |
18,716
+1,538
| +9% | +$51.4K | ﹤0.01% | 1652 |
|
|
2024
Q2 | $507K | Sell |
17,178
-4,632
| -21% | -$137K | ﹤0.01% | 1539 |
|
|
2024
Q1 | $624K | Buy |
21,810
+5,298
| +32% | +$152K | ﹤0.01% | 1492 |
|
|
2023
Q4 | $379K | Buy |
16,512
+3,064
| +23% | +$70.4K | ﹤0.01% | 1395 |
|
|
2023
Q3 | $273K | Sell |
13,448
-5,906
| -31% | -$120K | ﹤0.01% | 1179 |
|
|
2023
Q2 | $403K | Buy |
19,354
+4,326
| +29% | +$90K | ﹤0.01% | 1275 |
|
|
2023
Q1 | $261K | Sell |
15,028
-568
| -4% | -$9.85K | ﹤0.01% | 1592 |
|
|
2022
Q4 | $252K | Buy |
15,596
+1,515
| +11% | +$24.5K | ﹤0.01% | 1220 |
|
|
2022
Q3 | $177K | Buy |
+14,081
| New | +$177K | ﹤0.01% | 1070 |
|