Stifel Financial’s Omega Flex OFLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$318K Sell
9,815
-2,091
-18% -$67.7K ﹤0.01% 3019
2025
Q1
$414K Sell
11,906
-998
-8% -$34.7K ﹤0.01% 2810
2024
Q4
$542K Buy
12,904
+1,484
+13% +$62.3K ﹤0.01% 2621
2024
Q3
$570K Sell
11,420
-1,108
-9% -$55.3K ﹤0.01% 2599
2024
Q2
$642K Sell
12,528
-31
-0.2% -$1.59K ﹤0.01% 2457
2024
Q1
$891K Buy
12,559
+1,730
+16% +$123K ﹤0.01% 2258
2023
Q4
$764K Sell
10,829
-2,616
-19% -$184K ﹤0.01% 2305
2023
Q3
$1.06M Sell
13,445
-275
-2% -$21.7K ﹤0.01% 2016
2023
Q2
$1.42M Buy
13,720
+494
+4% +$51.3K ﹤0.01% 1845
2023
Q1
$1.47M Buy
13,226
+1,728
+15% +$193K ﹤0.01% 1763
2022
Q4
$1.07M Sell
11,498
-2,190
-16% -$204K ﹤0.01% 1950
2022
Q3
$1.27M Buy
13,688
+4,260
+45% +$395K ﹤0.01% 1793
2022
Q2
$1.02M Sell
9,428
-79
-0.8% -$8.51K ﹤0.01% 1987
2022
Q1
$1.24M Buy
+9,507
New +$1.24M ﹤0.01% 1953