Octavia Wealth Advisors’s W&T Offshore WTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $57.3K | Buy |
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|
2025
Q2 | $43.2K | Sell |
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|
2025
Q1 | $42.7K | Buy |
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|
2024
Q4 | $38.3K | Buy |
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|
2024
Q3 | $46.5K | Hold |
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|
2024
Q2 | $46.3K | Buy |
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|
2024
Q1 | $52K | Buy |
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|
2023
Q4 | $59.7K | Buy |
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|
2023
Q3 | $53K | Hold |
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|
2023
Q2 | $46.8K | Hold |
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|
2023
Q1 | $61.5K | Hold |
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|
2022
Q4 | $67.5K | Sell |
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|
2022
Q3 | $106K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $67K | Buy |
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|
2021
Q4 | $41K | Buy |
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