Principal Securities’s OFS Credit Co OCCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$579 Hold
2025
Q1
$661 Hold
2024
Q4
$661 Hold
2024
Q3
$689 Sell
2024
Q2
$1.4M Buy
2024
Q1
$1.22M Buy
2023
Q4
$992K Buy