Ritholtz Wealth Management’s OFS Capital OFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Buy |
+41,105
| New | +$347K | 0.01% | 753 |
|
|
2024
Q3 | – | Sell |
-15,271
| Closed | -$135K | – | 897 |
|
|
2024
Q2 | $135K | Sell |
15,271
-8,369
| -35% | -$74.2K | ﹤0.01% | 790 |
|
|
2024
Q1 | $235K | Sell |
23,640
-5,658
| -19% | -$56.2K | 0.01% | 703 |
|
|
2023
Q4 | $343K | Buy |
29,298
+5,898
| +25% | +$69K | 0.01% | 569 |
|
|
2023
Q3 | $263K | Buy |
23,400
+7,139
| +44% | +$80.2K | 0.01% | 578 |
|
|
2023
Q2 | $161K | Buy |
16,261
+276
| +2% | +$2.73K | 0.01% | 637 |
|
|
2023
Q1 | $164K | Sell |
15,985
-5,721
| -26% | -$58.9K | 0.01% | 612 |
|
|
2022
Q4 | $220K | Buy |
21,706
+5,320
| +32% | +$54K | 0.01% | 517 |
|
|
2022
Q3 | $135K | Sell |
16,386
-4,424
| -21% | -$36.4K | 0.01% | 677 |
|
|
2022
Q2 | $206K | Buy |
20,810
+3,897
| +23% | +$38.6K | 0.01% | 498 |
|
|
2022
Q1 | $220K | Buy |
16,913
+2,843
| +20% | +$37K | 0.01% | 489 |
|
|
2021
Q4 | $153K | Buy |
+14,070
| New | +$153K | 0.01% | 507 |
|