Spire 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 | – | Sell |
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|
2025
Q2 | $3.67K | Hold |
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|
2025
Q1 | $4.04K | Hold |
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|
2024
Q4 | $3.51K | Hold |
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|
2024
Q3 | $3.68K | Hold |
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|
2024
Q2 | $3.86K | Hold |
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|
2024
Q1 | $4.32K | Hold |
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|
2023
Q4 | $5.15K | Hold |
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|
2023
Q3 | $4.89K | Hold |
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|
2023
Q2 | $4.3K | Hold |
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|
2023
Q1 | $4.48K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $5K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $4K | Buy |
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