Octavia Wealth Advisors, LLC Starboard Invt Tr Transaction History

Octavia Wealth Advisors, LLC

  • $1.01 Billion
  • Q4 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in Starboard Invt Tr stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 890,223 shares of AGOX stock, worth $26.6 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares
890,223
Previous 847,658 5.02%
Holding current value
$26.6 Million
Previous $26 Million 2.28%
% of portfolio
2.63%
Previous 2.63%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$29.9 - $31.42 $1.27 Million - $1.34 Million
42,565 Added 5.02%
890,223 $26.6 Million
Q3 2025

Oct 27, 2025
BUY
$28.93 - $30.85 $873,396 - $931,361
30,190 Added 3.69%
847,658 $26 Million
Q2 2025

Jul 15, 2025
SELL
$23.19 - $29.58 $572,816 - $730,655
-24,701 Reduced 2.93%
817,468 $24.2 Million
Q1 2025

Apr 14, 2025
BUY
$24.2 - $29.41 $815,951 - $991,616
33,717 Added 4.17%
842,169 $20.5 Million
Q4 2024

Jan 17, 2025
BUY
$27.16 - $30.0 $547,192 - $604,410
20,147 Added 2.56%
808,452 $22 Million
Q3 2024

Oct 10, 2024
BUY
$26.6 - $29.57 $1.05 Million - $1.17 Million
39,417 Added 5.26%
788,305 $22.7 Million
Q2 2024

Aug 01, 2024
BUY
$24.02 - $28.43 $350,643 - $415,021
14,598 Added 1.99%
748,888 $20.9 Million
Q1 2024

Apr 15, 2024
BUY
$23.95 - $26.18 $473,204 - $517,264
19,758 Added 2.77%
734,290 $18.8 Million
Q4 2023

Jan 30, 2024
SELL
$21.93 - $24.42 $83,334 - $92,796
-3,800 Reduced 0.53%
714,532 $17.4 Million
Q3 2023

Oct 30, 2023
SELL
$22.53 - $24.12 $350,544 - $375,283
-15,559 Reduced 2.12%
718,332 $16.3 Million
Q2 2023

Jul 18, 2023
BUY
$21.23 - $23.43 $399,251 - $440,624
18,806 Added 2.63%
733,891 $17.2 Million
Q1 2023

Apr 20, 2023
SELL
$20.42 - $22.58 $396,086 - $437,984
-19,397 Reduced 2.64%
715,085 $15.6 Million
Q4 2022

Jan 19, 2023
SELL
$19.18 - $21.71 $33,718 - $38,166
-1,758 Reduced 0.24%
734,482 $0
Q3 2022

Oct 17, 2022
SELL
$19.18 - $22.68 $4.4 Million - $5.2 Million
-229,156 Reduced 23.74%
736,240 $14.1 Million
Q2 2022

Jul 18, 2022
BUY
$20.14 - $24.09 $332,068 - $397,195
16,488 Added 1.74%
965,396 $19.4 Million
Q1 2022

Apr 20, 2022
BUY
$22.5 - $25.52 $1.31 Million - $1.48 Million
58,027 Added 6.51%
948,908 $22.6 Million
Q4 2021

Jan 28, 2022
BUY
$24.22 - $27.48 $2.9 Million - $3.28 Million
119,530 Added 15.5%
890,881 $22.7 Million
Q3 2021

Nov 12, 2021
BUY
$25.06 - $26.87 $14.3 Million - $15.3 Million
570,412 Added 283.87%
771,351 $19.8 Million
Q2 2021

Jul 26, 2021
BUY
$24.6 - $26.2 $4.94 Million - $5.26 Million
200,939 New
200,939 $5.27 Million

Others Institutions Holding AGOX

# of Institutions
60
Shares Held
9.07M
Call Options Held
0
Put Options Held
0
View Full List

About STARBOARD INVT TR

AGOX Quotes by TradingView
  • Ticker AGOX
  • Sector ETFs
  • Industry ETFs
More about AGOX
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