Ofs Capital shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Ofs Capital (OFS) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Ofs Capital
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Quarterly reported holdings in Ofs Capital by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $139k | 18k | 7.69 |
| 2025-06-30 | $146k | 17k | 8.44 |
| 2025-03-31 | $155k | 17k | 9.29 |
| 2024-12-31 | $130k | 16k | 8.07 |
| 2024-09-30 | $130k | 15k | 8.45 |
| 2024-06-30 | $131k | 15k | 8.87 |
| 2024-03-31 | $142k | 14k | 9.93 |
| 2023-12-31 | $157k | 13k | 11.70 |
| 2023-09-30 | $147k | 13k | 11.24 |
| 2023-06-30 | $125k | 13k | 9.89 |
| 2023-03-31 | $126k | 12k | 10.29 |
| 2022-12-31 | $121k | 12k | 10.15 |
| 2022-09-30 | $94k | 12k | 8.18 |
| 2022-06-30 | $110k | 11k | 9.85 |
| 2022-03-31 | $142k | 11k | 12.98 |
| 2021-12-31 | $116k | 11k | 10.85 |
| 2021-09-30 | $108k | 10k | 10.34 |
| 2021-06-30 | $101k | 10k | 9.88 |
| 2021-03-31 | $87k | 10k | 8.70 |
| 2020-12-31 | $78k | 10k | 7.80 |