Optimist Retirement Group LLC Purchases and Sells in Q1 2025

Optimist Retirement Group LLC

$196 Million
Q1 2025

Top Buys

Incresed Positions

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LYFT	10.3K + 87.37%	$11.27 - $15.12 $116K - $156K	22.1K $262K
OMC	416 + 17.44%	$79.43 - $88.34 $33K - $36.7K	2.8K $232K
UI	154 + 24.8%	$300.93 - $431.11 $46.3K - $66.4K	775 $240K
VDE	6 + 0.34%	$119.14 - $132.76 $715 - $797	1.75K $226K
VPU	5 + 0.38%	$161.24 - $173.33 $806 - $867	1.32K $224K
SPAB	49 + 0.57%	$24.73 - $25.62 $1.21K - $1.26K	8.63K $220K

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PEP	14.6K New	$142.64 - $156.42 $2.08M - $2.28M	14.6K $2.19M
NTNX	6.03K New	$61.28 - $77.44 $370K - $467K	6.03K $421K
TGI	11.2K New	$18.35 - $25.5 $206K - $286K	11.2K $284K
CPA	3.02K New	$85.71 - $98.05 $259K - $296K	3.02K $278K
PLTR	3.07K New	$64.98 - $124.62 $199K - $382K	3.07K $258K
SMTC	7.3K New	$31.44 - $77.15 $229K - $563K	7.3K $251K

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PCAR	-979 - 0.26%	$96.91 - $112.51 $94.9K - $110K	373K $36.3M
SPYG	-3.22K - 2.16%	$80.05 - $92.39 $257K - $297K	146K $11.7M
MSFT	-9.66K - 59.52%	$375.39 - $447.2 $3.63M - $4.32M	6.57K $2.47M
SPEM	-162 - 0.1%	$37.07 - $40.63 $6.01K - $6.58K	156K $6.13M
VB	-540 - 3.01%	$217.89 - $252.64 $118K - $136K	17.4K $3.85M
AVGO	-4.04K - 27.72%	$167.43 - $244.7 $676K - $989K	10.5K $1.76M

Activity Summary All Purchases 74 New Holdings 15 Increased Positions 59 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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