WFA
OCAX

Wellspring Financial Advisors’s OCA Acquisition Corp. Class A Common Stock OCAX Stock Holding History

Wellspring Financial Advisors’s Portfolio OCAX Stock Details OCAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15,300
Closed -$171K – 180
2024
Q3 		$171K Hold
15,300
– – 0.02% 155
2024
Q2 		$171K Hold
15,300
– – 0.02% 144
2024
Q1 		$166K Hold
15,300
– – 0.03% 133
2023
Q4 		$165K Hold
15,300
– – 0.04% 129
2023
Q3 		$163K Hold
15,300
– – 0.05% 113
2023
Q2 		$160K Hold
15,300
– – 0.05% 106
2023
Q1 		$158K Hold
15,300
– – 0.05% 112
2022
Q4 		$157K Hold
15,300
– – 0.05% 112
2022
Q3 		$154K Hold
15,300
– – 0.06% 88
2022
Q2 		$153K Hold
15,300
– – 0.05% 89
2022
Q1 		$154K Hold
15,300
– – 0.05% 103
2021
Q4 		$152K Hold
15,300
– – 0.04% 102
2021
Q3 		$151K Hold
15,300
– – 0.05% 98
2021
Q2 		$152K Buy
+15,300
New +$151K 0.05% 97

Wellspring Financial Advisors's OCAX Position: Q4 2024 in Review

Wellspring Financial Advisors sold out of OCA Acquisition Corp. Class A Common Stock (OCAX) in Q4 2024, closing a stake of 15,300 shares — an estimated $171K sold.

Wellspring Financial Advisors first reported a position in OCAX in Q2 2021 and held it in 14 quarters. The position peaked at $171K in Q3 2024. 0 funds tracked by Wall St. Rank hold OCAX as of Q4 2024.

  • Wellspring Financial Advisors reported no remaining OCA Acquisition Corp. Class A Common Stock position as of Q4 2024 after selling out during the quarter.
  • Wellspring Financial Advisors sold 15,300 OCA Acquisition Corp. Class A Common Stock shares in Q4 2024, an estimated $171K.
  • Wellspring Financial Advisors first reported a position in OCA Acquisition Corp. Class A Common Stock in Q2 2021 and held it in 14 quarters.
  • Wellspring Financial Advisors's OCA Acquisition Corp. Class A Common Stock position peaked at $171K in Q3 2024.
  • 0 funds tracked by Wall St. Rank held OCA Acquisition Corp. Class A Common Stock as of Q4 2024.

Based on Wellspring Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.