Principle Wealth Partners’s Omega Flex OFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.23M | Hold |
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|
2025
Q1 | $6.69M | Hold |
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|
2024
Q4 | $8.07M | Hold |
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|
2024
Q3 | $9.6M | Hold |
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|
2024
Q2 | $9.86M | Hold |
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|
2024
Q1 | $13.6M | Hold |
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|
2023
Q4 | $13.6M | Hold |
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|
2023
Q3 | $15.1M | Hold |
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|
2023
Q2 | $20M | Hold |
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|
2023
Q1 | $21.4M | Hold |
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|
2022
Q4 | $17.9M | Hold |
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|
2022
Q3 | $17.8K | Sell |
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|
2022
Q2 | $29.1M | Hold |
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|
2022
Q1 | $35.1M | Hold |
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|
2021
Q4 | $34.3M | Sell |
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|
2021
Q3 | $43.7M | Hold |
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|
2021
Q2 | $44.9M | Hold |
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|
2021
Q1 | $48.3M | Sell |
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|
2020
Q4 | $59.3M | Hold |
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|
2020
Q3 | $63.7M | Hold |
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|
2020
Q2 | $43M | Hold |
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|
2020
Q1 | $34.3M | Hold |
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|
2019
Q4 | $43.6M | Hold |
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|
2019
Q3 | $41.5M | Hold |
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|
2019
Q2 | $31.2M | Hold |
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|
2019
Q1 | $30.8M | Hold |
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|
2018
Q4 | $0 | Buy |
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