LPL Financial’s OFS Credit Co OCCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Buy |
88,626
+1,473
| +2% | +$9.18K | ﹤0.01% | 4227 |
|
|
2025
Q1 | $533K | Sell |
87,153
-19,268
| -18% | -$118K | ﹤0.01% | 4058 |
|
|
2024
Q4 | $757K | Buy |
106,421
+1,445
| +1% | +$10.3K | ﹤0.01% | 3686 |
|
|
2024
Q3 | $778K | Buy |
104,976
+17,297
| +20% | +$128K | ﹤0.01% | 3575 |
|
|
2024
Q2 | $632K | Buy |
87,679
+15,133
| +21% | +$109K | ﹤0.01% | 3610 |
|
|
2024
Q1 | $519K | Sell |
72,546
-2,346
| -3% | -$16.8K | ﹤0.01% | 3704 |
|
|
2023
Q4 | $484K | Buy |
74,892
+3,573
| +5% | +$23.1K | ﹤0.01% | 3645 |
|
|
2023
Q3 | $506K | Buy |
+71,319
| New | +$506K | ﹤0.01% | 3451 |
|