Creative Planning’s Omega Flex OFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
+7,326
| New | +$237K | ﹤0.01% | 3081 |
|
|
2025
Q1 | – | Sell |
-224
| Closed | -$9.4K | – | 3622 |
|
|
2024
Q4 | $9.4K | Sell |
224
-11,113
| -98% | -$466K | ﹤0.01% | 3371 |
|
|
2024
Q3 | $566K | Buy |
+11,337
| New | +$566K | ﹤0.01% | 1985 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$13K | – | 3037 |
|
|
2017
Q2 | $13K | Hold |
200
| – | – | ﹤0.01% | 3428 |
|
|
2017
Q1 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 3555 |
|