Optimum Investment Advisors’s F5 FFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Hold |
850
| – | – | 0.11% | 158 |
|
|
2025
Q1 | $226K | Hold |
850
| – | – | 0.11% | 161 |
|
|
2024
Q4 | $214K | Sell |
850
-50
| -6% | -$12.6K | 0.09% | 168 |
|
|
2024
Q3 | $198K | Sell |
900
-100
| -10% | -$22K | 0.09% | 189 |
|
|
2024
Q2 | $172K | Sell |
1,000
-150
| -13% | -$25.8K | 0.08% | 201 |
|
|
2024
Q1 | $218K | Hold |
1,150
| – | – | 0.1% | 183 |
|
|
2023
Q4 | $206K | Buy |
1,150
+60
| +6% | +$10.7K | 0.1% | 181 |
|
|
2023
Q3 | $176K | Buy |
1,090
+265
| +32% | +$42.7K | 0.09% | 191 |
|
|
2023
Q2 | $121K | Buy |
825
+175
| +27% | +$25.6K | 0.06% | 245 |
|
|
2023
Q1 | $94.7K | Buy |
650
+25
| +4% | +$3.64K | 0.05% | 274 |
|
|
2022
Q4 | $89.7K | Buy |
625
+50
| +9% | +$7.18K | 0.05% | 285 |
|
|
2022
Q3 | $83K | Sell |
575
-325
| -36% | -$46.9K | 0.04% | 305 |
|
|
2022
Q2 | $138K | Sell |
900
-605
| -40% | -$92.8K | 0.07% | 237 |
|
|
2022
Q1 | $314K | Hold |
1,505
| – | – | 0.13% | 154 |
|
|
2021
Q4 | $368K | Buy |
1,505
+350
| +30% | +$85.6K | 0.14% | 144 |
|
|
2021
Q3 | $230K | Buy |
1,155
+200
| +21% | +$39.8K | 0.1% | 199 |
|
|
2021
Q2 | $178K | Sell |
955
-400
| -30% | -$74.6K | 0.06% | 279 |
|
|
2021
Q1 | $283K | Buy |
1,355
+575
| +74% | +$120K | 0.08% | 212 |
|
|
2020
Q4 | $137K | Buy |
780
+750
| +2,500% | +$132K | 0.04% | 307 |
|
|
2020
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 770 |
|
|
2020
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 764 |
|
|
2020
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 791 |
|
|
2019
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 858 |
|
|
2019
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 901 |
|
|
2019
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 861 |
|
|
2019
Q1 | $5K | Hold |
30
| – | – | ﹤0.01% | 890 |
|
|
2018
Q4 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 845 |
|