Soa Wealth Advisors, Llc. Ofs Capital Corp Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Ofs Capital Corp stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 16,669 shares of OFS stock, worth $143,186. This represents 0.02% of its overall portfolio holdings.

Number of Shares

16,669

Previous 16,072 3.71%

Holding current value

$143,186

Previous $129,000 15.5%

% of portfolio

0.02%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$7.96 - $9.63 $4,752 - $5,749	597 Added 3.71%	16,669 $149,000
Q4 2024 Jan 28, 2025	BUY	$7.91 - $8.85 $5,149 - $5,761	651 Added 4.22%	16,072 $129,000
Q3 2024 Oct 08, 2024	BUY	$7.85 - $9.33 $4,725 - $5,616	602 Added 4.06%	15,421 $130,000
Q2 2024 Jul 17, 2024	BUY	$8.85 - $10.04 $4,761 - $5,401	538 Added 3.77%	14,819 $131,000
Q1 2024 Apr 10, 2024	BUY	$9.64 - $12.03 $8,232 - $10,273	854 Added 6.36%	14,281 $141,000
Q4 2023 Jan 10, 2024	BUY	$9.84 - $12.31 $3,876 - $4,850	394 Added 3.02%	13,427 $157,000
Q3 2023 Oct 10, 2023	BUY	$9.78 - $12.33 $4,039 - $5,092	413 Added 3.27%	13,033 $146,000
Q2 2023 Jul 07, 2023	BUY	$9.18 - $10.84 $3,534 - $4,173	385 Added 3.15%	12,620 $124,000
Q1 2023 Apr 28, 2023	BUY	$9.65 - $10.69 $3,377 - $3,741	350 Added 2.94%	12,235 $125,000
Q4 2022 Jan 10, 2023	BUY	$8.11 - $11.09 $3,203 - $4,380	395 Added 3.44%	11,885 $0
Q3 2022 Oct 07, 2022	BUY	$7.69 - $11.39 $2,483 - $3,678	323 Added 2.89%	11,490 $94,000
Q2 2022 Jul 13, 2022	BUY	$9.92 - $13.44 $2,281 - $3,091	230 Added 2.1%	11,167 $110,000
Q1 2022 Apr 07, 2022	BUY	$9.5 - $13.0 $2,346 - $3,211	247 Added 2.31%	10,937 $142,000
Q4 2021 Jan 13, 2022	BUY	$10.38 - $11.4 $2,501 - $2,747	241 Added 2.31%	10,690 $116,000
Q3 2021 Oct 12, 2021	BUY	$8.8 - $10.55 $1,997 - $2,394	227 Added 2.22%	10,449 $108,000
Q2 2021 Jul 14, 2021	BUY	$8.77 - $10.3 $1,946 - $2,286	222 Added 2.22%	10,222 $101,000
Q4 2020 Mar 10, 2021	BUY	$3.97 - $7.58 $39,700 - $75,800	10,000 New	10,000 $78,000

Others Institutions Holding OFS

# of Institutions

Shares Held

1.84M

Call Options Held

Put Options Held

View Full List

About OFS Capital Corp

Ticker OFS
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 13,429,777
Market Cap $115M

More about OFS

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Soa Wealth Advisors, Llc. Ofs Capital Corp Transaction History