Fort Sheridan 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
Q3
Sell
2025
Q2
$84.4K Sell
2025
Q1
$100K Buy
2024
Q2
Sell
2024
Q1
$102K Hold
2023
Q4
$120K Hold
2023
Q3
$115K Hold
2023
Q2
$102K Hold
2023
Q1
$106K Hold
2022
Q4
$104K Hold
2022
Q3
$84K Hold
2022
Q2
$102K Hold
2022
Q1
$134K Hold
2021
Q4
$112K Hold
2021
Q3
$106K Hold
2021
Q2
$102K Hold
2021
Q1
$90K Buy