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MJT & Associates Financial Advisory’s Omega Flex OFLX Stock Holding History

MJT & Associates Financial Advisory’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
2025
Q3 		– Sell
-11
Closed -$356 – 494
2025
Q2 		$356 Hold
11
– – ﹤0.01% 445
2025
Q1 		$383 Buy
+11
New +$427 ﹤0.01% 450

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MJT & Associates Financial Advisory's OFLX Position: Q3 2025 in Review

MJT & Associates Financial Advisory sold out of Omega Flex (OFLX) in Q3 2025, closing a stake of 11 shares — an estimated $356 sold.

MJT & Associates Financial Advisory first reported a position in OFLX in Q1 2025 and held it in 2 quarters. The position peaked at $383 in Q1 2025. 104 funds tracked by Wall St. Rank hold OFLX as of Q3 2025.

  • MJT & Associates Financial Advisory reported no remaining Omega Flex position as of Q3 2025 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 11 Omega Flex shares in Q3 2025, an estimated $356.
  • MJT & Associates Financial Advisory first reported a position in Omega Flex in Q1 2025 and held it in 2 quarters.
  • MJT & Associates Financial Advisory's Omega Flex position peaked at $383 in Q1 2025.
  • 104 funds tracked by Wall St. Rank held Omega Flex as of Q3 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2025, filed 15 Oct 2025.