Optimize Financial Inc's ownership history for EXPI

Optimize Financial Inc currently holds 16.5K shares with a market value of $149.2K. It started holding EXPI on 2024-12-31. At its peak, it held 16.5K shares on 2025-12-31. Its highest holding value was $173.3K on 2025-09-30. At its lowest, it held 12.9K shares on 2024-12-31, with a value of $131.6K on 2025-06-30. In the recent 180 days, Optimize Financial Inc has increased its shares by 2.0K.