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Oxford Asset Management’s LPL Financial LPLA Stock Holding History

Oxford Asset Management’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,196
Closed -$823K – 611
2025
Q2 		$823K Buy
+2,196
New +$769K 0.27% 85
2024
Q2 		– Sell
-1,012
Closed -$267K – 367
2024
Q1 		$267K Buy
+1,012
New +$255K 0.29% 141
2020
Q1 		– Sell
-6,208
Closed -$573K – 809
2019
Q4 		$573K Sell
6,208
-23,634
-79% -$2.03M 0.02% 1171
2019
Q3 		$2.44M Buy
29,842
+5,837
+24% +$467K 0.06% 435
2019
Q2 		$1.96M Buy
24,005
+2,995
+14% +$237K 0.04% 648
2019
Q1 		$1.46M Buy
+21,010
New +$1.51M 0.03% 742
2018
Q4 		– Sell
-29,844
Closed -$1.93M – 1953
2018
Q3 		$1.93M Buy
29,844
+6,287
+27% +$417K 0.04% 684
2018
Q2 		$1.56M Buy
+23,557
New +$1.55M 0.03% 809
2018
Q1 		– Sell
-16,168
Closed -$919K – 1772
2017
Q4 		$919K Sell
16,168
-40,164
-71% -$2.11M 0.02% 966
2017
Q3 		$2.92M Sell
56,332
-53,771
-49% -$2.47M 0.06% 422
2017
Q2 		$4.67M Buy
110,103
+27,077
+33% +$1.1M 0.09% 226
2017
Q1 		$3.31M Buy
+83,026
New +$3.26M 0.08% 250

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LPC
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Principal Financial Group
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