Robertson Stephens Wealth Management’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Sell |
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|
2025
Q1 | $2.12M | Sell |
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|
2024
Q4 | $3.36M | Sell |
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|
2024
Q3 | $4.54M | Buy |
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|
2024
Q2 | $2.8M | Buy |
|
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|
2024
Q1 | $2.65M | Sell |
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|
2023
Q4 | $2.76M | Sell |
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|
2023
Q3 | $2.45M | Sell |
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|
2023
Q2 | $2.51M | Buy |
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|
2023
Q1 | $2.07M | Buy |
|
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|
2022
Q4 | $1.76M | Buy |
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|
2022
Q3 | $1.33M | Buy |
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|
2022
Q2 | $1.1M | Sell |
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|
2022
Q1 | $1.74M | Sell |
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|
2021
Q4 | $1.73M | Buy |
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|
2021
Q3 | $1.27M | Buy |
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|
2021
Q2 | $1.24M | Buy |
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|
2021
Q1 | $1.21M | Buy |
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|
2020
Q4 | $1.14M | Hold |
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|
2020
Q3 | $708K | Buy |
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|
2020
Q2 | $609K | Buy |
|