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.