Forum Financial Management’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $742K | Sell |
14,855
-1,399
| -9% | -$69.8K | 0.01% | 284 |
|
|
2025
Q1 | $538K | Sell |
16,254
-1,952
| -11% | -$64.6K | 0.01% | 341 |
|
|
2024
Q4 | $699K | Sell |
18,206
-327
| -2% | -$12.6K | 0.01% | 279 |
|
|
2024
Q3 | $620K | Sell |
18,533
-496
| -3% | -$16.6K | 0.01% | 268 |
|
|
2024
Q2 | $561K | Sell |
19,029
-1,371
| -7% | -$40.4K | 0.01% | 276 |
|
|
2024
Q1 | $584K | Sell |
20,400
-6,671
| -25% | -$191K | 0.01% | 279 |
|
|
2023
Q4 | $621K | Hold |
27,071
| – | – | 0.01% | 242 |
|
|
2023
Q3 | $550K | Hold |
27,071
| – | – | 0.01% | 258 |
|
|
2023
Q2 | $564K | Hold |
27,071
| – | – | 0.01% | 269 |
|
|
2023
Q1 | $469K | Hold |
27,071
| – | – | 0.01% | 280 |
|
|
2022
Q4 | $438K | Sell |
27,071
-446
| -2% | -$7.21K | 0.01% | 283 |
|
|
2022
Q3 | $345K | Hold |
27,517
| – | – | 0.02% | 307 |
|
|
2022
Q2 | $300K | Buy |
27,517
+446
| +2% | +$4.86K | 0.02% | 353 |
|
|
2022
Q1 | $378K | Hold |
27,071
| – | – | 0.02% | 302 |
|
|
2021
Q4 | $374K | Buy |
+27,071
| New | +$374K | 0.02% | 328 |
|