Lindbrook Capital’s Omega Flex OFLX Stock Holding History

Lindbrook Capital’s Portfolio OFLX Stock Details OFLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-43	Closed	-$2.15K	–	2872
2024 Q3	$2.15K	Sell	43 -121	-74%	-$5.96K	﹤0.01%	2319
2024 Q2	$8.41K	Buy	164 +94	+134%	+$6K	﹤0.01%	1729
2024 Q1	$4.96K	Hold	70	–	–	﹤0.01%	1892
2023 Q4	$4.94K	Sell	70 -97	-58%	-$7.24K	﹤0.01%	1897
2023 Q3	$13.1K	Buy	167 +97	+139%	+$8.37K	﹤0.01%	1272
2023 Q2	$7.26K	Hold	70	–	–	﹤0.01%	1634
2023 Q1	$7.8K	Hold	70	–	–	﹤0.01%	1612
2022 Q4	$6.53K	Sell	70 -3	-4%	-$284	﹤0.01%	1667
2022 Q3	$7K	Buy	73 +3	+4%	+$328	﹤0.01%	1502
2022 Q2	$8K	Hold	70	–	–	﹤0.01%	1356
2022 Q1	$9K	Hold	70	–	–	﹤0.01%	1337
2021 Q4	$9K	Hold	70	–	–	﹤0.01%	1319
2021 Q3	$10K	Hold	70	–	–	﹤0.01%	998
2021 Q2	$10K	Hold	70	–	–	﹤0.01%	1060
2021 Q1	$11K	Hold	70	–	–	﹤0.01%	987
2020 Q4	$10K	Hold	70	–	–	﹤0.01%	914
2020 Q3	$11K	Hold	70	–	–	﹤0.01%	806
2020 Q2	$7K	Hold	70	–	–	﹤0.01%	972
2020 Q1	$6K	Buy	+70	New	+$6.35K	﹤0.01%	933

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lindbrook Capital's OFLX Position: Q4 2024 in Review

Lindbrook Capital sold out of Omega Flex (OFLX) in Q4 2024, closing a stake of 43 shares — an estimated $2.15K sold.

Lindbrook Capital first reported a position in OFLX in Q1 2020 and held it in 19 quarters. The position peaked at $13.1K in Q3 2023. 96 funds tracked by Wall St. Rank hold OFLX as of Q4 2024.

Lindbrook Capital reported no remaining Omega Flex position as of Q4 2024 after selling out during the quarter.
Lindbrook Capital sold 43 Omega Flex shares in Q4 2024, an estimated $2.15K.
Lindbrook Capital first reported a position in Omega Flex in Q1 2020 and held it in 19 quarters.
Lindbrook Capital's Omega Flex position peaked at $13.1K in Q3 2023.
96 funds tracked by Wall St. Rank held Omega Flex as of Q4 2024.

Based on Lindbrook Capital's 13F filing for Q4 2024, filed 6 Feb 2025.