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 |
|