Arkadios Wealth Advisors’s OFS Capital OFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $598K | Sell |
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|
2025
Q2 | $710K | Sell |
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|
2025
Q1 | $811K | Sell |
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|
2024
Q4 | $713K | Buy |
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|
2024
Q3 | $693K | Buy |
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|
2024
Q2 | $678K | Buy |
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|
2024
Q1 | $420K | Buy |
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|
2023
Q4 | $238K | Buy |
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|
2023
Q3 | $194K | Sell |
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|
2023
Q2 | $178K | Buy |
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|
2023
Q1 | $125K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $174K | Sell |
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|
2021
Q3 | $219K | Sell |
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|
2021
Q2 | $230K | Sell |
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|
2021
Q1 | $369K | Sell |
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|
2020
Q4 | $317K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $161K | Buy |
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|
2019
Q4 | $245K | Buy |
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