Envestnet Asset Management’s Omega Flex OFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $974K | Sell |
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|
2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | $1.37M | Sell |
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|
2024
Q2 | $1.49M | Sell |
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|
2024
Q1 | $2.19M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $290K | Buy |
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|
2023
Q1 | $308K | Buy |
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|
2022
Q4 | $222K | Sell |
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|
2022
Q3 | $262K | Sell |
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|
2022
Q2 | $333K | Buy |
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|
2022
Q1 | $358K | Buy |
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|
2021
Q4 | $234K | Sell |
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|
2021
Q3 | $324K | Buy |
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|
2021
Q2 | $303K | Buy |
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|
2021
Q1 | $281K | Buy |
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|
2020
Q4 | $232K | Buy |
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|
2020
Q3 | $227K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $9K | Hold |
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|
2018
Q1 | $7K | Hold |
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|
2017
Q4 | $8K | Hold |
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|
2017
Q3 | $8K | Hold |
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|
2017
Q2 | $7K | Hold |
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|
2017
Q1 | $5K | Hold |
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|
2016
Q4 | $6K | Buy |
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