Wagner Wealth Management (South Carolina)’s Oconee Federal Financial Corp. OFED Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio OFED Stock Details OFED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,250	Closed	-$54K	–	731
2022 Q3	$54K	Sell	2,250 -441	-16%	-$10.4K	0.04%	195
2022 Q2	$59K	Buy	+2,691	New	+$64K	0.05%	188
2022 Q1	–	Sell	-2,689	Closed	-$59K	–	693
2021 Q4	$59K	Buy	2,689 +113	+4%	+$2.71K	0.05%	236
2021 Q3	$63K	Buy	2,576 +326	+14%	+$7.53K	0.05%	215
2021 Q2	$53K	Buy	2,250 +1,500	+200%	+$37.1K	0.04%	247
2021 Q1	$20K	Buy	+750	New	+$18.5K	0.02%	365
2018 Q3	$40K	Hold	1,500	–	–	0.03%	272
2018 Q2	$43K	Hold	1,500	–	–	0.03%	248
2018 Q1	$43K	Hold	1,500	–	–	0.03%	225
2017 Q4	$45K	Buy	+1,500	New	+$44.1K	0.03%	222

Other funds holding OFED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CTA

Colonial Trust Advisors Spartanburg, South Carolina $1.44B AUM 26.89% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s OFED Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Oconee Federal Financial Corp. (OFED) in Q4 2022, closing a stake of 2,250 shares — an estimated $54K sold.

Wagner Wealth Management (South Carolina) first reported a position in OFED in Q4 2017 and held it in 10 quarters. The position peaked at $63K in Q3 2021. 11 funds tracked by Wall St. Rank hold OFED as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Oconee Federal Financial Corp. position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 2,250 Oconee Federal Financial Corp. shares in Q4 2022, an estimated $54K.
Wagner Wealth Management (South Carolina) first reported a position in Oconee Federal Financial Corp. in Q4 2017 and held it in 10 quarters.
Wagner Wealth Management (South Carolina)'s Oconee Federal Financial Corp. position peaked at $63K in Q3 2021.
11 funds tracked by Wall St. Rank held Oconee Federal Financial Corp. as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.