Kennedy Capital Management’s OptimizeRx OPRX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.38M | Sell |
472,472
-5,932
| -1% | -$80.1K | 0.15% | 239 |
|
2025
Q1 | $4.14M | Sell |
478,404
-115,596
| -19% | -$1M | 0.1% | 319 |
|
2024
Q4 | $2.89M | Buy |
594,000
+217,676
| +58% | +$1.06M | 0.06% | 444 |
|
2024
Q3 | $2.91M | Buy |
376,324
+42,127
| +13% | +$325K | 0.06% | 434 |
|
2024
Q2 | $3.34M | Buy |
334,197
+14,398
| +5% | +$144K | 0.07% | 420 |
|
2024
Q1 | $3.89M | Sell |
319,799
-170,886
| -35% | -$2.08M | 0.08% | 382 |
|
2023
Q4 | $7.02M | Sell |
490,685
-64,990
| -12% | -$930K | 0.15% | 240 |
|
2023
Q3 | $4.32M | Buy |
+555,675
| New | +$4.32M | 0.11% | 318 |
|
2023
Q1 | – | Sell |
-274,917
| Closed | -$4.62M | – | 638 |
|
2022
Q4 | $4.62M | Sell |
274,917
-131,783
| -32% | -$2.21M | 0.13% | 287 |
|
2022
Q3 | $6.03M | Buy |
+406,700
| New | +$6.03M | 0.18% | 201 |
|
2020
Q3 | – | Sell |
-133,075
| Closed | -$1.73M | – | 669 |
|
2020
Q2 | $1.73M | Buy |
133,075
+102,625
| +337% | +$1.34M | 0.05% | 518 |
|
2020
Q1 | $276K | Buy |
+30,450
| New | +$276K | 0.01% | 637 |
|