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Optimize Financial’s Navient NAVI Stock Holding History

Optimize Financial’s Portfolio NAVI Stock Details NAVI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$389K Sell
27,622
-198
-0.7% -$2.79K 0.24% 120
2025
Q1 		$351K Buy
27,820
+7,518
+37% +$95K 0.25% 141
2024
Q4 		$270K Buy
+20,302
New +$270K 0.2% 154