Freedom Investment 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 | $722K | Sell |
14,457
-3,787
| -21% | -$189K | 0.06% | 335 |
|
2025
Q1 | $604K | Buy |
18,244
+1,286
| +8% | +$42.5K | 0.05% | 371 |
|
2024
Q4 | $651K | Sell |
16,958
-3,961
| -19% | -$152K | 0.05% | 340 |
|
2024
Q3 | $699K | Buy |
20,919
+1,046
| +5% | +$35K | 0.06% | 331 |
|
2024
Q2 | $586K | Sell |
19,873
-7,493
| -27% | -$221K | 0.05% | 381 |
|
2024
Q1 | $783K | Sell |
27,366
-13,146
| -32% | -$376K | 0.06% | 316 |
|
2023
Q4 | $930K | Sell |
40,512
-6,704
| -14% | -$154K | 0.08% | 272 |
|
2023
Q3 | $960K | Sell |
47,216
-6,663
| -12% | -$135K | 0.12% | 216 |
|
2023
Q2 | $1.12M | Buy |
+53,879
| New | +$1.12M | 0.13% | 211 |
|
2023
Q1 | – | Sell |
-78,755
| Closed | -$1.27M | – | 726 |
|
2022
Q4 | $1.27M | Sell |
78,755
-20,669
| -21% | -$334K | 0.14% | 195 |
|
2022
Q3 | $1.25M | Buy |
+99,424
| New | +$1.25M | 0.14% | 184 |
|
2021
Q4 | – | Sell |
-37,529
| Closed | -$500K | – | 874 |
|
2021
Q3 | $500K | Buy |
37,529
+8,473
| +29% | +$113K | 0.04% | 506 |
|
2021
Q2 | $391K | Sell |
29,056
-6,314
| -18% | -$85K | 0.03% | 614 |
|
2021
Q1 | $488K | Buy |
35,370
+7,065
| +25% | +$97.5K | 0.04% | 536 |
|
2020
Q4 | $384K | Buy |
+28,305
| New | +$384K | 0.04% | 409 |
|
2016
Q3 | – | Sell |
-112,070
| Closed | -$997K | – | 909 |
|
2016
Q2 | $997K | Sell |
112,070
-610
| -0.5% | -$5.43K | 0.07% | 218 |
|
2016
Q1 | $1.02M | Buy |
112,680
+89,727
| +391% | +$815K | 0.07% | 207 |
|
2015
Q4 | $194K | Buy |
22,953
+16,055
| +233% | +$136K | 0.01% | 712 |
|
2015
Q3 | $439K | Sell |
6,898
-14,976
| -68% | -$953K | 0.04% | 352 |
|
2015
Q2 | $186K | Sell |
21,874
-1,147
| -5% | -$9.75K | 0.02% | 639 |
|
2015
Q1 | $220K | Buy |
23,021
+1,928
| +9% | +$18.4K | 0.02% | 565 |
|
2014
Q4 | $178K | Sell |
21,093
-269
| -1% | -$2.27K | 0.02% | 554 |
|
2014
Q3 | $166K | Sell |
21,362
-430
| -2% | -$3.34K | 0.03% | 460 |
|
2014
Q2 | $182K | Buy |
+21,792
| New | +$182K | 0.03% | 467 |
|