LFA
OCCI

LGT Financial Advisors’s OFS Credit Co OCCI Stock Holding History

LGT Financial Advisors’s Portfolio OCCI Stock Details OCCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,228
Closed -$23.9K – 758
2024
Q3 		$23.9K Hold
3,228
– – 0.06% 244
2024
Q2 		$23.3K Hold
3,228
– – 0.05% 273
2024
Q1 		$23.1K Sell
3,228
-1
-0% -$7 0.03% 336
2023
Q4 		$20.9K Buy
3,229
+162
+5% +$1.04K 0.03% 345
2023
Q3 		$21.7K Buy
+3,067
New +$24.3K 0.03% 325

Other funds holding OCCI

VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
GL
Graypoint LLC Albany, New York $1.78B AUM 16.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LGT Financial Advisors's OCCI Position: Q4 2024 in Review

LGT Financial Advisors sold out of OFS Credit Co (OCCI) in Q4 2024, closing a stake of 3,228 shares — an estimated $23.9K sold.

LGT Financial Advisors first reported a position in OCCI in Q3 2023 and held it in 5 quarters. The position peaked at $23.9K in Q3 2024. 20 funds tracked by Wall St. Rank hold OCCI as of Q4 2024.

  • LGT Financial Advisors reported no remaining OFS Credit Co position as of Q4 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 3,228 OFS Credit Co shares in Q4 2024, an estimated $23.9K.
  • LGT Financial Advisors first reported a position in OFS Credit Co in Q3 2023 and held it in 5 quarters.
  • LGT Financial Advisors's OFS Credit Co position peaked at $23.9K in Q3 2024.
  • 20 funds tracked by Wall St. Rank held OFS Credit Co as of Q4 2024.

Based on LGT Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.