SWA
SOA Wealth Advisors’s OFS Capital OFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146K | Buy |
17,338
+669
| +4% | +$5.65K | 0.03% | 235 |
|
|
2025
Q1 | $155K | Buy |
16,669
+597
| +4% | +$5.55K | 0.03% | 214 |
|
|
2024
Q4 | $130K | Buy |
16,072
+651
| +4% | +$5.25K | 0.02% | 224 |
|
|
2024
Q3 | $130K | Buy |
15,421
+602
| +4% | +$5.09K | 0.02% | 223 |
|
|
2024
Q2 | $131K | Buy |
14,819
+538
| +4% | +$4.77K | 0.03% | 218 |
|
|
2024
Q1 | $142K | Buy |
14,281
+854
| +6% | +$8.48K | 0.03% | 213 |
|
|
2023
Q4 | $157K | Buy |
13,427
+394
| +3% | +$4.61K | 0.04% | 195 |
|
|
2023
Q3 | $146K | Buy |
13,033
+413
| +3% | +$4.64K | 0.04% | 194 |
|
|
2023
Q2 | $125K | Buy |
12,620
+385
| +3% | +$3.81K | 0.03% | 212 |
|
|
2023
Q1 | $126K | Buy |
12,235
+350
| +3% | +$3.6K | 0.03% | 204 |
|
|
2022
Q4 | $121K | Buy |
11,885
+395
| +3% | +$4.01K | 0.03% | 204 |
|
|
2022
Q3 | $94K | Buy |
11,490
+323
| +3% | +$2.64K | 0.03% | 208 |
|
|
2022
Q2 | $110K | Buy |
11,167
+230
| +2% | +$2.27K | 0.03% | 194 |
|
|
2022
Q1 | $142K | Buy |
10,937
+247
| +2% | +$3.21K | 0.03% | 200 |
|
|
2021
Q4 | $116K | Buy |
10,690
+241
| +2% | +$2.62K | 0.03% | 200 |
|
|
2021
Q3 | $108K | Buy |
10,449
+227
| +2% | +$2.35K | 0.03% | 210 |
|
|
2021
Q2 | $101K | Buy |
10,222
+222
| +2% | +$2.19K | 0.03% | 214 |
|
|
2021
Q1 | $87K | Hold |
10,000
| – | – | 0.02% | 208 |
|
|
2020
Q4 | $78K | Buy |
+10,000
| New | +$78K | 0.02% | 218 |
|