Arkadios Wealth Advisors’s OFS Credit Co OCCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $66.1K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $204K | Buy |
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|
2024
Q4 | $228K | Sell |
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|
2024
Q3 | $253K | Buy |
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|
2024
Q2 | $239K | Buy |
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|
2024
Q1 | $230K | Buy |
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|
2023
Q4 | $201K | Sell |
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|
2023
Q3 | $223K | Buy |
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|
2023
Q2 | $251K | Buy |
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|
2023
Q1 | $263K | Buy |
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|
2022
Q4 | $220K | Sell |
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|
2022
Q3 | $245K | Sell |
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|
2022
Q2 | $253K | Sell |
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|
2022
Q1 | $336K | Sell |
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|
2021
Q4 | $394K | Sell |
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|
2021
Q3 | $413K | Sell |
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|
2021
Q2 | $462K | Sell |
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|
2021
Q1 | $488K | Sell |
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|
2020
Q4 | $425K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $757K | Sell |
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|
2019
Q4 | $1.91M | Buy |
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