SOA Wealth Advisors’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
Q2 | $146K | Buy |
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|
2025
Q1 | $155K | Buy |
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|
2024
Q4 | $130K | Buy |
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|
2024
Q3 | $130K | Buy |
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|
2024
Q2 | $131K | Buy |
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|
2024
Q1 | $142K | Buy |
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|
2023
Q4 | $157K | Buy |
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|
2023
Q3 | $146K | Buy |
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|
2023
Q2 | $125K | Buy |
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|
2023
Q1 | $126K | Buy |
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|
2022
Q4 | $121K | Buy |
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|
2022
Q3 | $94K | Buy |
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|
2022
Q2 | $110K | Buy |
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|
2022
Q1 | $142K | Buy |
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|
2021
Q4 | $116K | Buy |
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|
2021
Q3 | $108K | Buy |
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|
2021
Q2 | $101K | Buy |
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|
2021
Q1 | $87K | Hold |
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|
2020
Q4 | $78K | Buy |
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