Rice Hall James & Associates’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 | $3.78M | Buy |
601,921
+11,247
| +2% | +$104K | 0.21% | 106 |
|
|
2025
Q4 | $7.24M | Buy |
590,674
+44,858
| +8% | +$733K | 0.4% | 65 |
|
|
2025
Q3 | $11.2M | Sell |
545,816
-61,744
| -10% | -$980K | 0.61% | 52 |
|
|
2025
Q2 | $8.2M | Buy |
607,560
+31,388
| +5% | +$343K | 0.44% | 61 |
|
|
2025
Q1 | $4.99M | Sell |
576,172
-1,566
| -0.3% | -$9.57K | 0.29% | 74 |
|
|
2024
Q4 | $2.81M | Sell |
577,738
-37,703
| -6% | -$211K | 0.15% | 146 |
|
|
2024
Q3 | $4.75M | Buy |
615,441
+119,306
| +24% | +$1.06M | 0.26% | 92 |
|
|
2024
Q2 | $4.96M | Buy |
496,135
+94,253
| +23% | +$1.04M | 0.3% | 73 |
|
|
2024
Q1 | $4.88M | Buy |
401,882
+59,141
| +17% | +$858K | 0.28% | 79 |
|
|
2023
Q4 | $4.9M | Sell |
342,741
-44,636
| -12% | -$428K | 0.28% | 82 |
|
|
2023
Q3 | $3.01M | Sell |
387,377
-5,617
| -1% | -$61.1K | 0.19% | 122 |
|
|
2023
Q2 | $5.62M | Buy |
392,994
+29,703
| +8% | +$423K | 0.32% | 75 |
|
|
2023
Q1 | $5.31M | Buy |
363,291
+91,469
| +34% | +$1.53M | 0.3% | 81 |
|
|
2022
Q4 | $4.57M | Buy |
271,822
+73,728
| +37% | +$1.27M | 0.26% | 90 |
|
|
2022
Q3 | $2.94M | Buy |
198,094
+19,153
| +11% | +$379K | 0.17% | 141 |
|
|
2022
Q2 | $4.9M | Buy |
178,941
+138,878
| +347% | +$4.12M | 0.24% | 87 |
|
|
2022
Q1 | $1.51M | Buy |
40,063
+1,063
| +3% | +$47K | 0.06% | 229 |
|
|
2021
Q4 | $2.42M | Sell |
39,000
-7,070
| -15% | -$536K | 0.09% | 198 |
|
|
2021
Q3 | $3.94M | Buy |
46,070
+1,085
| +2% | +$68.1K | 0.15% | 114 |
|
|
2021
Q2 | $2.79M | Buy |
+44,985
| New | +$2.29M | 0.1% | 162 |
|
|
2019
Q4 | – | Sell |
-84,345
| Closed | -$1.22M | – | 272 |
|
|
2019
Q3 | $1.22M | Buy |
+84,345
| New | +$1.31M | 0.04% | 221 |
|
Other funds holding OPRX
WCA
RA
PHP
VCM
KCM
