Osaic Holdings’s OptimizeRx OPRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.19K | Buy |
1,305
+78
| +6% | +$724 | ﹤0.01% | 6420 |
|
|
2025
Q4 | $15K | Sell |
1,227
-1,445
| -54% | -$23.6K | ﹤0.01% | 6057 |
|
|
2025
Q3 | $52.5K | Buy |
2,672
+1,244
| +87% | +$19.7K | ﹤0.01% | 5280 |
|
|
2025
Q2 | $19.3K | Sell |
1,428
-246
| -15% | -$2.69K | ﹤0.01% | 5735 |
|
|
2025
Q1 | $14.5K | Buy |
1,674
+1,482
| +772% | +$9.06K | ﹤0.01% | 5572 |
|
|
2024
Q4 | $933 | Sell |
192
-1
| -0.5% | -$6 | ﹤0.01% | 6862 |
|
|
2024
Q3 | $1.49K | Sell |
193
-287
| -60% | -$2.55K | ﹤0.01% | 6721 |
|
|
2024
Q2 | $4.8K | Sell |
480
-1,297
| -73% | -$14.2K | ﹤0.01% | 6196 |
|
|
2024
Q1 | $21.6K | Sell |
1,777
-2,853
| -62% | -$41.4K | ﹤0.01% | 5314 |
|
|
2023
Q4 | $66.3K | Sell |
4,630
-850
| -16% | -$8.16K | ﹤0.01% | 4710 |
|
|
2023
Q3 | $42.6K | Buy |
5,480
+1,400
| +34% | +$15.2K | ﹤0.01% | 5095 |
|
|
2023
Q2 | $58.3K | Sell |
4,080
-3,520
| -46% | -$50.1K | ﹤0.01% | 4837 |
|
|
2023
Q1 | $111K | Sell |
7,600
-2,261
| -23% | -$37.8K | ﹤0.01% | 4357 |
|
|
2022
Q4 | $166K | Buy |
9,861
+326
| +3% | +$5.64K | ﹤0.01% | 4019 |
|
|
2022
Q3 | $141K | Sell |
9,535
-6,810
| -42% | -$135K | ﹤0.01% | 4076 |
|
|
2022
Q2 | $448K | Sell |
16,345
-1,679
| -9% | -$49.8K | ﹤0.01% | 3042 |
|
|
2022
Q1 | $680K | Buy |
18,024
+1,170
| +7% | +$51.8K | ﹤0.01% | 2924 |
|
|
2021
Q4 | $1.05M | Sell |
16,854
-11,348
| -40% | -$860K | ﹤0.01% | 2361 |
|
|
2021
Q3 | $2.41M | Sell |
28,202
-5,615
| -17% | -$352K | 0.01% | 1550 |
|
|
2021
Q2 | $2.09M | Buy |
33,817
+15,801
| +88% | +$804K | ﹤0.01% | 1673 |
|
|
2021
Q1 | $878K | Buy |
18,016
+2,973
| +20% | +$143K | ﹤0.01% | 2357 |
|
|
2020
Q4 | $469K | Buy |
15,043
+1,396
| +10% | +$34.2K | ﹤0.01% | 2708 |
|
|
2020
Q3 | $285K | Buy |
13,647
+5,750
| +73% | +$98.7K | ﹤0.01% | 2926 |
|
|
2020
Q2 | $103K | Hold |
7,897
| – | – | ﹤0.01% | 3661 |
|
|
2020
Q1 | $72K | Buy |
+7,897
| New | +$74.9K | ﹤0.01% | 3717 |
|
Other funds holding OPRX
WCA
RA
PHP
VCM
KCM
RHJA
