D. Scott Neal’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Buy |
267,751
+9,200
| +4% | +$459K | 6.66% | 6 |
|
|
2025
Q1 | $8.55M | Sell |
258,551
-16,949
| -6% | -$561K | 4.74% | 7 |
|
|
2024
Q4 | $10.6M | Sell |
275,500
-951
| -0.3% | -$36.5K | 5.8% | 6 |
|
|
2024
Q3 | $9.24M | Sell |
276,451
-3,004
| -1% | -$100K | 4.89% | 7 |
|
|
2024
Q2 | $8.24M | Buy |
279,455
+8,606
| +3% | +$254K | 4.59% | 7 |
|
|
2024
Q1 | $7.75M | Buy |
+270,849
| New | +$7.75M | 5.07% | 8 |
|