Cambridge Investment Research 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
Q2 | $153K | Hold |
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|
2025
Q1 | $168K | Sell |
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|
2024
Q4 | $148K | Buy |
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|
2024
Q3 | $123K | Hold |
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|
2024
Q2 | $129K | Buy |
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|
2024
Q1 | $122K | Hold |
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|
2023
Q4 | $143K | Buy |
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|
2023
Q3 | $126K | Sell |
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|
2023
Q2 | $121K | Buy |
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|
2023
Q1 | $120K | Hold |
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|
2022
Q4 | $119K | Hold |
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|
2022
Q3 | $96K | Hold |
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|
2022
Q2 | $116K | Sell |
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|
2022
Q1 | $173K | Sell |
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|
2021
Q4 | $150K | Buy |
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|
2021
Q3 | $138K | Buy |
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|
2021
Q2 | $126K | Buy |
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|
2021
Q1 | $101K | Hold |
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|
2020
Q4 | $82K | Hold |
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|
2020
Q3 | $54K | Buy |
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|
2020
Q2 | $50K | Hold |
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|
2020
Q1 | $45K | Hold |
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|
2019
Q4 | $123K | Hold |
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|
2019
Q3 | $128K | Buy |
|