MAI 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 | $77K | Hold |
5,700
| – | – | ﹤0.01% | 1543 |
|
|
2025
Q1 | $49.4K | Hold |
5,700
| – | – | ﹤0.01% | 1651 |
|
|
2024
Q4 | $27.7K | Buy |
+5,700
| New | +$27.7K | ﹤0.01% | 1946 |
|
|
2022
Q2 | – | Sell |
-6,800
| Closed | -$256K | – | 891 |
|
|
2022
Q1 | $256K | Hold |
6,800
| – | – | ﹤0.01% | 712 |
|
|
2021
Q4 | $422K | Hold |
6,800
| – | – | 0.01% | 595 |
|
|
2021
Q3 | $582K | Hold |
6,800
| – | – | 0.01% | 462 |
|
|
2021
Q2 | $421K | Hold |
6,800
| – | – | 0.01% | 520 |
|
|
2021
Q1 | $332K | Hold |
6,800
| – | – | 0.01% | 539 |
|
|
2020
Q4 | $212K | Buy |
+6,800
| New | +$212K | 0.01% | 585 |
|
|
2018
Q4 | – | Sell |
-13,334
| Closed | -$240K | – | 465 |
|
|
2018
Q3 | $240K | Hold |
13,334
| – | – | 0.01% | 400 |
|
|
2018
Q2 | $139K | Buy |
+13,334
| New | +$139K | 0.01% | 451 |
|