MAI Capital Management’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $94.5K | Buy |
1,893
+160
| +9% | +$7.99K | ﹤0.01% | 1442 |
|
2025
Q1 | $57.3K | Sell |
1,733
-59
| -3% | -$1.95K | ﹤0.01% | 1582 |
|
2024
Q4 | $68.8K | Buy |
+1,792
| New | +$68.8K | ﹤0.01% | 1513 |
|
2019
Q1 | – | Sell |
-21,965
| Closed | -$126K | – | 462 |
|
2018
Q4 | $126K | Buy |
+21,965
| New | +$126K | 0.01% | 410 |
|