OCA
Otter Creek Advisors’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.07M | Sell |
101,508
-38,712
| -28% | -$1.93M | 3.59% | 2 |
|
|
2025
Q1 | $4.64M | Sell |
140,220
-3,009
| -2% | -$99.5K | 2.78% | 12 |
|
|
2024
Q4 | $5.5M | Buy |
143,229
+53,545
| +60% | +$2.06M | 3.79% | 3 |
|
|
2024
Q3 | $3M | Buy |
89,684
+4,363
| +5% | +$146K | 1.9% | 29 |
|
|
2024
Q2 | $2.52M | Buy |
+85,321
| New | +$2.52M | 1.63% | 29 |
|
|
2023
Q4 | – | Sell |
-55,357
| Closed | -$1.49M | – | 50 |
|
|
2023
Q3 | $1.49M | Sell |
55,357
-40,309
| -42% | -$1.09M | 1.14% | 26 |
|
|
2023
Q2 | $2.64M | Sell |
95,666
-62,343
| -39% | -$1.72M | 1.55% | 20 |
|
|
2023
Q1 | $3.64M | Buy |
+158,009
| New | +$3.64M | 2.61% | 3 |
|