Optimize Financial’s Navient NAVI Stock Holding History

Optimize Financial’s Portfolio NAVI Stock Details NAVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$389K	Sell
2025 Q1	$351K	Buy
2024 Q4	$270K	Buy