Colonial Trust’s OptimizeRx OPRX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-512
Closed -$2.7K 1268
2024
Q4
$2.7K Buy
512
+121
+31% +$639 ﹤0.01% 1178
2024
Q3
$3.03K Buy
391
+70
+22% +$542 ﹤0.01% 957
2024
Q2
$3.31K Buy
321
+61
+23% +$630 ﹤0.01% 892
2024
Q1
$3.16K Hold
260
﹤0.01% 881
2023
Q4
$3.77K Buy
260
+122
+88% +$1.77K ﹤0.01% 828
2023
Q3
$1.12K Sell
138
-77
-36% -$626 ﹤0.01% 928
2023
Q2
$3.06K Hold
215
﹤0.01% 846
2023
Q1
$3.12K Hold
215
﹤0.01% 807
2022
Q4
$3.56K Buy
+215
New +$3.56K ﹤0.01% 796