IFP Advisors’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Sell |
4,578
-2,825
| -38% | -$166K | 0.01% | 1118 |
|
|
2025
Q1 | $245K | Buy |
7,403
+563
| +8% | +$18.6K | 0.01% | 1082 |
|
|
2024
Q4 | $263K | Sell |
6,840
-121
| -2% | -$4.65K | 0.01% | 1005 |
|
|
2024
Q3 | $233K | Buy |
6,961
+3,488
| +100% | +$117K | 0.01% | 1018 |
|
|
2024
Q2 | $102K | Buy |
3,473
+2,110
| +155% | +$62.2K | ﹤0.01% | 1360 |
|
|
2024
Q1 | $39K | Sell |
1,363
-971
| -42% | -$27.8K | ﹤0.01% | 1686 |
|
|
2023
Q4 | $53.6K | Sell |
2,334
-1,489
| -39% | -$34.2K | ﹤0.01% | 1518 |
|
|
2023
Q3 | $77.7K | Buy |
3,823
+418
| +12% | +$8.5K | ﹤0.01% | 1381 |
|
|
2023
Q2 | $70.9K | Sell |
3,405
-683
| -17% | -$14.2K | ﹤0.01% | 1469 |
|
|
2023
Q1 | $43K | Sell |
4,088
-7,741
| -65% | -$81.4K | ﹤0.01% | 1651 |
|
|
2022
Q4 | $152K | Buy |
11,829
+1,083
| +10% | +$13.9K | ﹤0.01% | 1495 |
|
|
2022
Q3 | $140K | Buy |
10,746
+1,827
| +20% | +$23.8K | ﹤0.01% | 1630 |
|
|
2022
Q2 | $106K | Hold |
8,919
| – | – | ﹤0.01% | 1651 |
|
|
2022
Q1 | $106K | Buy |
8,919
+5,984
| +204% | +$71.1K | ﹤0.01% | 1651 |
|
|
2021
Q4 | $44K | Sell |
2,935
-199
| -6% | -$2.98K | ﹤0.01% | 1572 |
|
|
2021
Q3 | $46K | Buy |
3,134
+1,765
| +129% | +$25.9K | ﹤0.01% | 1564 |
|
|
2021
Q2 | $19K | Buy |
1,369
+269
| +24% | +$3.73K | ﹤0.01% | 1949 |
|
|
2021
Q1 | $16K | Hold |
1,100
| – | – | ﹤0.01% | 1922 |
|
|
2020
Q4 | $15K | Sell |
1,100
-567
| -34% | -$7.73K | ﹤0.01% | 1894 |
|
|
2020
Q3 | $14K | Hold |
1,667
| – | – | ﹤0.01% | 1774 |
|
|
2020
Q2 | $13K | Hold |
1,667
| – | – | ﹤0.01% | 1715 |
|
|
2020
Q1 | $11K | Buy |
1,667
+968
| +138% | +$6.39K | ﹤0.01% | 1717 |
|
|
2019
Q4 | $6K | Sell |
699
-1,301
| -65% | -$11.2K | ﹤0.01% | 2106 |
|
|
2019
Q3 | $15K | Buy |
+2,000
| New | +$15K | ﹤0.01% | 1880 |
|
|
2019
Q1 | $6K | Sell |
860
-417
| -33% | -$2.91K | ﹤0.01% | 1783 |
|
|
2018
Q4 | $7K | Sell |
1,277
-48,694
| -97% | -$267K | ﹤0.01% | 2627 |
|
|
2018
Q3 | $494K | Sell |
49,971
-342
| -0.7% | -$3.38K | 0.02% | 659 |
|
|
2018
Q2 | $535K | Buy |
50,313
+9,114
| +22% | +$96.9K | 0.02% | 632 |
|
|
2018
Q1 | $559K | Hold |
41,199
| – | – | 0.03% | 579 |
|
|
2017
Q4 | $559K | Buy |
41,199
+4,072
| +11% | +$55.3K | 0.03% | 577 |
|
|
2017
Q3 | $464K | Buy |
37,127
+4,450
| +14% | +$55.6K | 0.02% | 716 |
|
|
2017
Q2 | $402K | Buy |
32,677
+1,104
| +3% | +$13.6K | 0.02% | 769 |
|
|
2017
Q1 | $400K | Buy |
31,573
+11,408
| +57% | +$145K | 0.02% | 777 |
|
|
2016
Q4 | $218K | Buy |
20,165
+17,560
| +674% | +$190K | 0.01% | 1004 |
|
|
2016
Q3 | $27K | Hold |
2,605
| – | – | ﹤0.01% | 2197 |
|
|
2016
Q2 | $23K | Buy |
2,605
+1,745
| +203% | +$15.4K | ﹤0.01% | 2245 |
|
|
2016
Q1 | $6K | Sell |
860
-799
| -48% | -$5.57K | ﹤0.01% | 1783 |
|
|
2015
Q4 | $14K | Buy |
+1,659
| New | +$14K | ﹤0.01% | 2362 |
|