Pathstone Holdings’s Flex FLEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.85M Sell
57,088
-3,427
-6% -$171K 0.01% 795
2025
Q1
$2M Sell
60,515
-1,230
-2% -$40.7K 0.01% 988
2024
Q4
$2.37M Buy
61,745
+1,370
+2% +$52.6K 0.01% 881
2024
Q3
$2.02M Buy
60,375
+3,121
+5% +$104K 0.01% 957
2024
Q2
$1.69M Buy
57,254
+4,866
+9% +$143K 0.01% 1010
2024
Q1
$1.5M Buy
52,388
+18,187
+53% +$520K 0.01% 1046
2023
Q4
$785K Buy
+34,201
New +$785K ﹤0.01% 1211