R Squared’s Omega Flex OFLX Stock Holding History

R Squared’s Portfolio OFLX Stock Details OFLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-160	Closed	-$6.71K	–	1107
2024 Q4	$6.71K	Buy	+160	New	+$7.78K	0.01%	1252

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return

R Squared's OFLX Position: Q1 2025 in Review

R Squared sold out of Omega Flex (OFLX) in Q1 2025, closing a stake of 160 shares — an estimated $6.71K sold.

R Squared first reported a position in OFLX in Q4 2024 and held it in 1 quarter. The position peaked at $6.71K in Q4 2024. 99 funds tracked by Wall St. Rank hold OFLX as of Q1 2025.

R Squared reported no remaining Omega Flex position as of Q1 2025 after selling out during the quarter.
R Squared sold 160 Omega Flex shares in Q1 2025, an estimated $6.71K.
R Squared first reported a position in Omega Flex in Q4 2024 and held it in 1 quarter.
R Squared's Omega Flex position peaked at $6.71K in Q4 2024.
99 funds tracked by Wall St. Rank held Omega Flex as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.