FAM
OFLX icon

Flaharty Asset Management’s Omega Flex OFLX Stock Holding History

Flaharty Asset Management’s Portfolio OFLX Stock Details OFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-450
Closed -$15.7K – 369
2025
Q1 		$15.7K Buy
+450
New +$17.4K ﹤0.01% 293
2024
Q4 		– Sell
-450
Closed -$22.5K – 326
2024
Q3 		$22.5K Buy
+450
New +$22.2K ﹤0.01% 269
2023
Q4 		– Sell
-450
Closed -$35.4K – 340
2023
Q3 		$35.4K Buy
+450
New +$38.8K 0.01% 223

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Flaharty Asset Management's OFLX Position: Q2 2025 in Review

Flaharty Asset Management sold out of Omega Flex (OFLX) in Q2 2025, closing a stake of 450 shares — an estimated $15.7K sold.

Flaharty Asset Management first reported a position in OFLX in Q3 2023 and held it in 3 quarters. The position peaked at $35.4K in Q3 2023. 104 funds tracked by Wall St. Rank hold OFLX as of Q2 2025.

  • Flaharty Asset Management reported no remaining Omega Flex position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 450 Omega Flex shares in Q2 2025, an estimated $15.7K.
  • Flaharty Asset Management first reported a position in Omega Flex in Q3 2023 and held it in 3 quarters.
  • Flaharty Asset Management's Omega Flex position peaked at $35.4K in Q3 2023.
  • 104 funds tracked by Wall St. Rank held Omega Flex as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.