IFP Advisors’s Omega Flex OFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778 | Buy |
24
+22
| +1,100% | +$713 | ﹤0.01% | 4300 |
|
|
2025
Q1 | $70 | Hold |
2
| – | – | ﹤0.01% | 3952 |
|
|
2024
Q4 | $84 | Sell |
2
-29
| -94% | -$1.22K | ﹤0.01% | 4099 |
|
|
2024
Q3 | $1.55K | Buy |
+31
| New | +$1.55K | ﹤0.01% | 2986 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4182 |
|
|
2021
Q2 | – | Sell |
-17
| Closed | -$3K | – | 3948 |
|
|
2021
Q1 | $3K | Hold |
17
| – | – | ﹤0.01% | 2553 |
|
|
2020
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 2618 |
|
|
2020
Q3 | $3K | Hold |
17
| – | – | ﹤0.01% | 2362 |
|
|
2020
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 2387 |
|
|
2020
Q1 | $1K | Sell |
17
-16
| -48% | -$941 | ﹤0.01% | 2530 |
|
|
2019
Q4 | $4K | Hold |
33
| – | – | ﹤0.01% | 2267 |
|
|
2019
Q3 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 2551 |
|
|
2019
Q1 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 2019 |
|
|
2016
Q2 | – | Sell |
-33
| Closed | -$3K | – | 4084 |
|
|
2016
Q1 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 2019 |
|