Dimensional Fund Advisors’s OptimizeRx OPRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.19M | Sell |
384,747
-47,314
| -11% | -$639K | ﹤0.01% | 2505 |
|
|
2025
Q1 | $3.74M | Sell |
432,061
-12,106
| -3% | -$105K | ﹤0.01% | 2584 |
|
|
2024
Q4 | $2.16M | Buy |
444,167
+39,740
| +10% | +$193K | ﹤0.01% | 2770 |
|
|
2024
Q3 | $3.12M | Buy |
404,427
+80,297
| +25% | +$620K | ﹤0.01% | 2668 |
|
|
2024
Q2 | $3.24M | Buy |
324,130
+35,957
| +12% | +$360K | ﹤0.01% | 2631 |
|
|
2024
Q1 | $3.5M | Buy |
288,173
+31,742
| +12% | +$386K | ﹤0.01% | 2640 |
|
|
2023
Q4 | $3.67M | Sell |
256,431
-7,025
| -3% | -$101K | ﹤0.01% | 2642 |
|
|
2023
Q3 | $2.05M | Buy |
263,456
+2,532
| +1% | +$19.7K | ﹤0.01% | 2776 |
|
|
2023
Q2 | $3.73M | Buy |
260,924
+80,823
| +45% | +$1.15M | ﹤0.01% | 2614 |
|
|
2023
Q1 | $2.63M | Buy |
180,101
+93,110
| +107% | +$1.36M | ﹤0.01% | 2667 |
|
|
2022
Q4 | $1.46K | Buy |
86,991
+21,500
| +33% | +$361 | ﹤0.01% | 2811 |
|
|
2022
Q3 | $970K | Sell |
65,491
-56,306
| -46% | -$834K | ﹤0.01% | 2886 |
|
|
2022
Q2 | $3.34M | Sell |
121,797
-63,292
| -34% | -$1.73M | ﹤0.01% | 2582 |
|
|
2022
Q1 | $6.98M | Sell |
185,089
-37,566
| -17% | -$1.42M | ﹤0.01% | 2433 |
|
|
2021
Q4 | $13.8M | Sell |
222,655
-1,512
| -0.7% | -$93.9K | ﹤0.01% | 2180 |
|
|
2021
Q3 | $19.2M | Buy |
224,167
+68,398
| +44% | +$5.85M | 0.01% | 2026 |
|
|
2021
Q2 | $9.64M | Buy |
155,769
+51,396
| +49% | +$3.18M | ﹤0.01% | 2373 |
|
|
2021
Q1 | $5.11M | Buy |
104,373
+81,959
| +366% | +$4.01M | ﹤0.01% | 2574 |
|
|
2020
Q4 | $698K | Buy |
+22,414
| New | +$698K | ﹤0.01% | 3046 |
|