EverSource Wealth Advisors’s Oconee Federal Financial Corp. OFED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
– Sell
-375
Closed -$5.31K – 2702
2023
Q2
$5.31K Hold
375
– – ﹤0.01% 1711
2023
Q1
$6.94K Hold
375
– – ﹤0.01% 1523
2022
Q4
$8.37K Hold
375
– – ﹤0.01% 1400
2022
Q3
$9K Hold
375
– – ﹤0.01% 1178
2022
Q2
$8K Hold
375
– – ﹤0.01% 1137
2022
Q1
$8K Hold
375
– – ﹤0.01% 1114
2021
Q4
$8K Buy
+375
New +$8.99K ﹤0.01% 1078

EverSource Wealth Advisors's OFED Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of Oconee Federal Financial Corp. (OFED) in Q3 2023, closing a stake of 375 shares — an estimated $5.31K sold.

EverSource Wealth Advisors first reported a position in OFED in Q4 2021 and held it in 7 quarters. The position peaked at $9K in Q3 2022. 0 funds tracked by Wall St. Rank hold OFED as of Q3 2023.

  • EverSource Wealth Advisors reported no remaining Oconee Federal Financial Corp. position as of Q3 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 375 Oconee Federal Financial Corp. shares in Q3 2023, an estimated $5.31K.
  • EverSource Wealth Advisors first reported a position in Oconee Federal Financial Corp. in Q4 2021 and held it in 7 quarters.
  • EverSource Wealth Advisors's Oconee Federal Financial Corp. position peaked at $9K in Q3 2022.
  • 0 funds tracked by Wall St. Rank held Oconee Federal Financial Corp. as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.