LPL Financial’s OFS Capital OFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $153K | Buy |
18,149
+2,890
| +19% | +$24.4K | ﹤0.01% | 5020 |
|
|
2025
Q1 | $142K | Sell |
15,259
-10,060
| -40% | -$93.5K | ﹤0.01% | 4835 |
|
|
2024
Q4 | $204K | Sell |
25,319
-8,171
| -24% | -$65.9K | ﹤0.01% | 4688 |
|
|
2024
Q3 | $283K | Sell |
33,490
-27,161
| -45% | -$230K | ﹤0.01% | 4393 |
|
|
2024
Q2 | $538K | Buy |
60,651
+2,808
| +5% | +$24.9K | ﹤0.01% | 3753 |
|
|
2024
Q1 | $574K | Buy |
+57,843
| New | +$574K | ﹤0.01% | 3610 |
|
|
2019
Q3 | – | Sell |
-15,460
| Closed | -$186K | – | 3339 |
|
|
2019
Q2 | $186K | Hold |
15,460
| – | – | ﹤0.01% | 3027 |
|
|
2019
Q1 | $182K | Buy |
+15,460
| New | +$182K | ﹤0.01% | 2957 |
|