Concourse Financial Group Securities’s OptimizeRx OPRX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
5765
2024
Q4
Hold
0
6564
2024
Q3
Hold
0
6562
2024
Q2
Hold
0
6580
2024
Q1
Hold
0
6575
2023
Q4
Hold
0
6503
2023
Q3
Hold
0
6361
2023
Q2
Hold
0
6209
2023
Q1
Hold
0
5982
2022
Q4
Hold
0
5982
2022
Q3
Sell
-493
Closed -$14K 5803
2022
Q2
$14K Sell
493
-53
-10% -$1.51K ﹤0.01% 1562
2022
Q1
$21K Buy
546
+269
+97% +$10.3K ﹤0.01% 1469
2021
Q4
$17K Buy
277
+36
+15% +$2.21K ﹤0.01% 1700
2021
Q3
$21K Buy
241
+39
+19% +$3.4K ﹤0.01% 1644
2021
Q2
$13K Buy
+202
New +$13K ﹤0.01% 1782
2021
Q1
Hold
0
5148
2020
Q4
Hold
0
5015
2020
Q3
Hold
0
4816
2020
Q2
Hold
0
4682
2020
Q1
Hold
0
4663
2019
Q4
Hold
0
4601
2019
Q3
Hold
0
4407
2019
Q2
Hold
0
4576
2019
Q1
Hold
0
4511
2018
Q4
Hold
0
4386
2018
Q3
Hold
0
4120