Greenwood Capital Associates’s OptimizeRx OPRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-88,596
| Closed | -$431K | – | 257 |
|
|
2024
Q4 | $431K | Buy |
88,596
+21,240
| +32% | +$103K | 0.06% | 202 |
|
|
2024
Q3 | $520K | Buy |
67,356
+4,999
| +8% | +$38.6K | 0.07% | 179 |
|
|
2024
Q2 | $624K | Buy |
62,357
+8,455
| +16% | +$84.6K | 0.08% | 174 |
|
|
2024
Q1 | $655K | Sell |
53,902
-773
| -1% | -$9.39K | 0.09% | 168 |
|
|
2023
Q4 | $782K | Buy |
54,675
+20,245
| +59% | +$290K | 0.1% | 152 |
|
|
2023
Q3 | $268K | Sell |
34,430
-14,036
| -29% | -$109K | 0.04% | 230 |
|
|
2023
Q2 | $693K | Buy |
48,466
+666
| +1% | +$9.52K | 0.1% | 164 |
|
|
2023
Q1 | $699K | Sell |
47,800
-921
| -2% | -$13.5K | 0.1% | 161 |
|
|
2022
Q4 | $819K | Buy |
48,721
+1,376
| +3% | +$23.1K | 0.13% | 130 |
|
|
2022
Q3 | $702K | Buy |
47,345
+14,111
| +42% | +$209K | 0.12% | 144 |
|
|
2022
Q2 | $910K | Buy |
33,234
+3,838
| +13% | +$105K | 0.15% | 120 |
|
|
2022
Q1 | $1.11M | Buy |
29,396
+3,172
| +12% | +$120K | 0.29% | 70 |
|
|
2021
Q4 | $1.63M | Buy |
26,224
+1,362
| +5% | +$84.6K | 0.23% | 81 |
|
|
2021
Q3 | $2.13M | Sell |
24,862
-234
| -0.9% | -$20K | 0.33% | 69 |
|
|
2021
Q2 | $1.55M | Buy |
25,096
+740
| +3% | +$45.8K | 0.23% | 79 |
|
|
2021
Q1 | $1.19M | Sell |
24,356
-1,604
| -6% | -$78.2K | 0.19% | 93 |
|
|
2020
Q4 | $809K | Buy |
25,960
+6,635
| +34% | +$207K | 0.14% | 128 |
|
|
2020
Q3 | $403K | Buy |
+19,325
| New | +$403K | 0.08% | 140 |
|