Wells Fargo’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 | $5.5K | Hold |
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|
2025
Q1 | $6.06K | Hold |
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|
2024
Q4 | $5.26K | Hold |
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|
2024
Q3 | $5.51K | Hold |
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|
2024
Q2 | $5.78K | Sell |
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|
2024
Q1 | $34.3K | Sell |
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|
2023
Q4 | $40.4K | Sell |
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|
2023
Q3 | $49.1K | Hold |
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|
2023
Q2 | $43.2K | Buy |
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|
2023
Q1 | $31.9K | Sell |
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|
2022
Q4 | $31.5K | Buy |
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|
2022
Q3 | $25K | Sell |
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|
2022
Q2 | $67K | Sell |
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|
2022
Q1 | $87K | Sell |
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|
2021
Q4 | $119K | Buy |
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|
2021
Q3 | $80K | Buy |
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|
2021
Q2 | $40K | Buy |
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|
2021
Q1 | $36K | Hold |
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|
2020
Q4 | $29K | Sell |
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|
2020
Q3 | $19K | Buy |
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|
2020
Q2 | $14K | Sell |
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|
2020
Q1 | $21K | Sell |
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|
2019
Q4 | $167K | Sell |
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|
2019
Q3 | $226K | Buy |
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|
2019
Q2 | $229K | Sell |
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|
2019
Q1 | $225K | Buy |
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|
2018
Q4 | $149K | Sell |
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|
2018
Q3 | $184K | Sell |
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|
2018
Q2 | $190K | Sell |
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|
2018
Q1 | $222K | Buy |
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|
2017
Q4 | $191K | Buy |
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|
2017
Q3 | $194K | Buy |
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|
2017
Q2 | $191K | Sell |
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|
2017
Q1 | $212K | Buy |
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|
2016
Q4 | $60K | Sell |
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|
2016
Q3 | $57K | Sell |
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|
2016
Q2 | $94K | Buy |
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|
2016
Q1 | $89K | Sell |
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|
2015
Q4 | $149K | Sell |
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|
2015
Q3 | $153K | Buy |
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|
2015
Q2 | $167K | Buy |
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|
2015
Q1 | $171K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $0 | Hold |
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|
2014
Q2 | $0 | Buy |
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|
2014
Q1 | – | Hold |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $0 | Buy |
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|
2013
Q2 | – | Hold |
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