EverSource Wealth Advisors’s OneConnect Financial Technology OCFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-338
Closed -$2.56K 4389
2025
Q3
$2.56K Buy
338
+30
+10% +$221 ﹤0.01% 3442
2025
Q2
$2.22K Buy
+308
New +$2.05K ﹤0.01% 3479

EverSource Wealth Advisors's OCFT Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of OneConnect Financial Technology (OCFT) in Q4 2025, closing a stake of 338 shares — an estimated $2.56K sold.

EverSource Wealth Advisors first reported a position in OCFT in Q2 2025 and held it in 2 quarters. The position peaked at $2.56K in Q3 2025. 0 funds tracked by Wall St. Rank hold OCFT as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining OneConnect Financial Technology position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 338 OneConnect Financial Technology shares in Q4 2025, an estimated $2.56K.
  • EverSource Wealth Advisors first reported a position in OneConnect Financial Technology in Q2 2025 and held it in 2 quarters.
  • EverSource Wealth Advisors's OneConnect Financial Technology position peaked at $2.56K in Q3 2025.
  • 0 funds tracked by Wall St. Rank held OneConnect Financial Technology as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.