Steward Partners Investment Advisory’s OptimizeRx OPRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5K | Hold |
1,000
| – | – | ﹤0.01% | 3073 |
|
|
2025
Q1 | $8.66K | Buy |
+1,000
| New | +$8.66K | ﹤0.01% | 3157 |
|
|
2023
Q1 | – | Sell |
-100
| Closed | -$1.68K | – | 3391 |
|
|
2022
Q4 | $1.68K | Hold |
100
| – | – | ﹤0.01% | 3054 |
|
|
2022
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 3151 |
|
|
2022
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 2931 |
|
|
2022
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 2970 |
|
|
2021
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 2773 |
|
|
2021
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 2634 |
|
|
2021
Q2 | $6K | Sell |
100
-200
| -67% | -$12K | ﹤0.01% | 6436 |
|
|
2021
Q1 | $14.6K | Buy |
300
+100
| +50% | +$4.88K | ﹤0.01% | 2617 |
|
|
2020
Q4 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 2470 |
|