Optimist Retirement Group LLC Purchases and Sells in Q2 2025

Optimist Retirement Group LLC

$204 Million
Q2 2025

Top Buys

Incresed Positions

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WU	207K + 955.14%	$8.37 - $10.63 $1.73M - $2.2M	228K $1.92M
SLYG	1.22K + 0.93%	$72.61 - $88.75 $88.4K - $108K	132K $11.7M
SLYV	5.54K + 4.1%	$67.03 - $80.35 $371K - $445K	141K $11.2M
QQQ	2 + 0.03%	$416.06 - $551.64 $832 - $1.1K	6.68K $3.68M
QCOM	1.98K + 14.35%	$124.66 - $159.48 $246K - $315K	15.8K $2.51M
OGN	112K + 80.39%	$8.04 - $14.72 $904K - $1.65M	252K $2.44M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PEGA	6.16K New	$49.95 - $103.29 $308K - $637K	6.16K $333K
HALO	5.61K New	$47.91 - $70.14 $269K - $393K	5.61K $291K
BCRX	30.3K New	$6.41 - $11.19 $194K - $339K	30.3K $271K
NTAP	2.17K New	$76.1 - $106.55 $165K - $231K	2.17K $230K
CSCO	2.92K New	$53.19 - $69.38 $155K - $202K	2.92K $202K
BGC GROUP INC	32.3K New	N/A	32.3K $0

Top Sells

Reduced Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PCAR	-7.24K - 1.94%	$86.4 - $99.09 $626K - $717K	365K $34.7M
ABBV	-138 - 1.03%	$170.16 - $206.27 $23.5K - $28.5K	13.3K $2.47M
BRK-B	-413 - 23.2%	$483.48 - $539.8 $200K - $223K	1.37K $664K
MO	-3.66K - 9.37%	$55.56 - $60.91 $203K - $223K	35.4K $2.08M
MCD	-249 - 3.31%	$285.55 - $321.23 $71.1K - $80K	7.27K $2.12M
HRB	-3.03K - 6.84%	$54.32 - $63.04 $164K - $191K	41.2K $2.26M

Activity Summary All Purchases 66 New Holdings 7 Increased Positions 59 All Sells 39 Reductions 39 Sold out 0 Calls 0 Puts 0

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