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Independent Financial Group’s OFS Capital OFS Stock Holding History

Independent Financial Group’s Portfolio OFS Stock Details OFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-18,200
Closed -$154K – 1223
2024
Q3 		$154K Sell
18,200
-40,800
-69% -$343K 0.01% 1092
2024
Q2 		$523K Sell
59,000
-11,100
-16% -$107K 0.02% 590
2024
Q1 		$696K Sell
70,100
-9,900
-12% -$110K 0.03% 480
2023
Q4 		$936K Buy
80,000
+500
+0.6% +$5.39K 0.05% 375
2023
Q3 		$894K Buy
79,500
+2,500
+3% +$26.5K 0.06% 343
2023
Q2 		$762K Sell
77,000
-1,000
-1% -$9.82K 0.05% 377
2023
Q1 		$803K Hold
78,000
– – 0.06% 336
2022
Q4 		$792K Hold
78,000
– – 0.07% 302
2022
Q3 		$641K Sell
78,000
-703
-0.9% -$7.28K 0.06% 326
2022
Q2 		$781K Buy
78,703
+36,003
+84% +$435K 0.08% 277
2022
Q1 		$555K Buy
+42,700
New +$459K 0.05% 400

Other funds holding OFS

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.8B AUM 31.98% 1-Year Est. Return