Karpus Investment Management’s OCA Acquisition Corp. Class A Common Stock OCAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-688,832
| Closed | -$7.71M | – | 237 |
|
|
2024
Q3 | $7.71M | Sell |
688,832
-13
| -0% | -$145 | 0.21% | 101 |
|
|
2024
Q2 | $7.72M | Sell |
688,845
-2,025
| -0.3% | -$22.3K | 0.22% | 87 |
|
|
2024
Q1 | $7.48M | Sell |
690,870
-18,733
| -3% | -$203K | 0.22% | 87 |
|
|
2023
Q4 | $7.66M | Buy |
709,603
+33,038
| +5% | +$354K | 0.23% | 83 |
|
|
2023
Q3 | $7.19M | Sell |
676,565
-782,026
| -54% | -$8.28M | 0.24% | 86 |
|
|
2023
Q2 | $15.3M | Sell |
1,458,591
-81,563
| -5% | -$850K | 0.48% | 49 |
|
|
2023
Q1 | $15.9M | Sell |
1,540,154
-42,050
| -3% | -$433K | 0.5% | 49 |
|
|
2022
Q4 | $16.2M | Sell |
1,582,204
-1,254,998
| -44% | -$12.7M | 0.55% | 46 |
|
|
2022
Q3 | $28.5M | Sell |
2,837,202
-3,675
| -0.1% | -$36.9K | 1% | 14 |
|
|
2022
Q2 | $28.5M | Sell |
2,840,877
-34,349
| -1% | -$345K | 0.96% | 20 |
|
|
2022
Q1 | $28.9M | Sell |
2,875,226
-18,505
| -0.6% | -$185K | 0.88% | 21 |
|
|
2021
Q4 | $28.7M | Sell |
2,893,731
-58,415
| -2% | -$580K | 0.83% | 25 |
|
|
2021
Q3 | $29.2M | Buy |
2,952,146
+74,944
| +3% | +$738K | 0.87% | 25 |
|
|
2021
Q2 | $28.5M | Buy |
2,877,202
+2,126,564
| +283% | +$21M | 0.85% | 29 |
|
|
2021
Q1 | $7.33M | Buy |
+750,638
| New | +$7.36M | 0.22% | 108 |
|
Karpus Investment Management's OCAX Position: Q4 2024 in Review
Karpus Investment Management sold out of OCA Acquisition Corp. Class A Common Stock (OCAX) in Q4 2024, closing a stake of 688,832 shares — an estimated $7.71M sold.
Karpus Investment Management first reported a position in OCAX in Q1 2021 and held it in 15 quarters. The position peaked at $29.2M in Q3 2021. 0 funds tracked by Wall St. Rank hold OCAX as of Q4 2024.
- Karpus Investment Management reported no remaining OCA Acquisition Corp. Class A Common Stock position as of Q4 2024 after selling out during the quarter.
- Karpus Investment Management sold 688,832 OCA Acquisition Corp. Class A Common Stock shares in Q4 2024, an estimated $7.71M.
- Karpus Investment Management first reported a position in OCA Acquisition Corp. Class A Common Stock in Q1 2021 and held it in 15 quarters.
- Karpus Investment Management's OCA Acquisition Corp. Class A Common Stock position peaked at $29.2M in Q3 2021.
- 0 funds tracked by Wall St. Rank held OCA Acquisition Corp. Class A Common Stock as of Q4 2024.
Based on Karpus Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.