Steward Partners Investment Advisory’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	$6.28K	Hold	1,000	–	–	﹤0.01%	3730
2025 Q4	$12.3K	Hold	1,000	–	–	﹤0.01%	3360
2025 Q3	$20.5K	Hold	1,000	–	–	﹤0.01%	3081
2025 Q2	$13.5K	Hold	1,000	–	–	﹤0.01%	3073
2025 Q1	$8.66K	Buy	+1,000	New	+$6.11K	﹤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%	-$10.2K	﹤0.01%	6438
2021 Q1	$14.6K	Buy	300 +100	+50%	+$4.83K	﹤0.01%	2617
2020 Q4	$6K	Buy	+200	New	+$4.9K	﹤0.01%	2470