Creative Planning’s Oxford Industries OXM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Buy |
13,566
+7,251
| +115% | +$292K | ﹤0.01% | 2386 |
|
|
2025
Q1 | $371K | Sell |
6,315
-844
| -12% | -$49.5K | ﹤0.01% | 2563 |
|
|
2024
Q4 | $564K | Buy |
7,159
+3,274
| +84% | +$258K | ﹤0.01% | 2108 |
|
|
2024
Q3 | $337K | Buy |
3,885
+219
| +6% | +$19K | ﹤0.01% | 2430 |
|
|
2024
Q2 | $367K | Buy |
3,666
+3
| +0.1% | +$300 | ﹤0.01% | 2186 |
|
|
2024
Q1 | $412K | Buy |
3,663
+50
| +1% | +$5.62K | ﹤0.01% | 1999 |
|
|
2023
Q4 | $361K | Buy |
3,613
+101
| +3% | +$10.1K | ﹤0.01% | 1952 |
|
|
2023
Q3 | $338K | Buy |
3,512
+651
| +23% | +$62.6K | ﹤0.01% | 1831 |
|
|
2023
Q2 | $282K | Sell |
2,861
-8
| -0.3% | -$787 | ﹤0.01% | 1948 |
|
|
2023
Q1 | $303K | Buy |
2,869
+10
| +0.3% | +$1.06K | ﹤0.01% | 1807 |
|
|
2022
Q4 | $266K | Buy |
+2,859
| New | +$266K | ﹤0.01% | 1797 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$12K | – | 3067 |
|
|
2017
Q2 | $12K | Hold |
200
| – | – | ﹤0.01% | 3479 |
|
|
2017
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 3491 |
|
|
2016
Q4 | $12K | Hold |
200
| – | – | ﹤0.01% | 3379 |
|
|
2016
Q3 | $14K | Buy |
200
+170
| +567% | +$11.9K | ﹤0.01% | 3233 |
|
|
2016
Q2 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 3931 |
|
|
2014
Q4 | – | Sell |
-1,000
| Closed | -$61K | – | 4129 |
|
|
2014
Q3 | $61K | Buy |
+1,000
| New | +$61K | ﹤0.01% | 1777 |
|