Ritholtz Wealth Management’s OFS Capital OFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $179K | Sell |
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|
2025
Q2 | $347K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $135K | Sell |
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|
2024
Q1 | $235K | Sell |
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|
2023
Q4 | $343K | Buy |
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|
2023
Q3 | $263K | Buy |
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|
2023
Q2 | $161K | Buy |
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|
2023
Q1 | $164K | Sell |
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|
2022
Q4 | $220K | Buy |
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|
2022
Q3 | $135K | Sell |
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|
2022
Q2 | $206K | Buy |
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|
2022
Q1 | $220K | Buy |
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|
2021
Q4 | $153K | Buy |
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