Ownership history in SOA Wealth Advisors, LLC. · 21 quarters on record
This page tracks every 13F SEC filing in which SOA Wealth Advisors, LLC. reported a position in OFS CAP CORP COM (OFS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 18,745 | +642 | +3.5% | 0.02% | $89K | $4.50 |
| 2025 Q3 | ADDED | 18,103 | +765 | +4.4% | 0.02% | $139K | $7.03 |
| 2025 Q2 | ADDED | 17,338 | +669 | +4.0% | 0.03% | $146K | $7.41 |
| 2025 Q1 | ADDED | 16,669 | +597 | +3.7% | 0.03% | $155K | $7.85 |
| 2024 Q4 | ADDED | 16,072 | +651 | +4.2% | 0.02% | $130K | $6.58 |
| 2024 Q3 | ADDED | 15,421 | +602 | +4.1% | 0.02% | $130K | $6.62 |
| 2024 Q2 | ADDED | 14,819 | +538 | +3.8% | 0.03% | $131K | $6.69 |
| 2024 Q1 | ADDED | 14,281 | +854 | +6.4% | 0.03% | $142K | $7.23 |
| 2023 Q4 | ADDED | 13,427 | +394 | +3.0% | 0.03% | $157K | $8.24 |
| 2023 Q3 | ADDED | 13,033 | +413 | +3.3% | 0.04% | $146K | $7.70 |
As of 2025 Q4 — sorted by position size