Cornerstone Planning Group’s Flex FLEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.09K Sell
160
-1
-0.6% -$51 ﹤0.01% 608
2025
Q1
$5.31K Hold
161
﹤0.01% 717
2024
Q4
$6.26K Sell
161
-149
-48% -$5.79K ﹤0.01% 533
2024
Q3
$10.7K Sell
310
-202
-39% -$7K ﹤0.01% 404
2024
Q2
$14.4K Sell
512
-588
-53% -$16.6K ﹤0.01% 371
2024
Q1
$30.7K Sell
1,100
-360
-25% -$10K 0.01% 236
2023
Q4
$33.5K Hold
1,460
0.01% 239
2023
Q3
$29.7K Buy
+1,460
New +$29.7K 0.01% 253