Creative Planning’s OFS Credit Co OCCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,000
| Closed | -$92.4K | – | 3621 |
|
|
2024
Q4 | $92.4K | Hold |
13,000
| – | – | ﹤0.01% | 3155 |
|
|
2024
Q3 | $96.3K | Buy |
13,000
+1,000
| +8% | +$7.41K | ﹤0.01% | 3022 |
|
|
2024
Q2 | $86.5K | Hold |
12,000
| – | – | ﹤0.01% | 2851 |
|
|
2024
Q1 | $85.9K | Buy |
12,000
+1,000
| +9% | +$7.16K | ﹤0.01% | 2709 |
|
|
2023
Q4 | $71.1K | Buy |
+11,000
| New | +$71.1K | ﹤0.01% | 2601 |
|