Oxford Financial Group’s Atlantic Coastal Acquisition Corp. Class A Common Stock ACAH Stock Holding History

Oxford Financial Group’s Portfolio ACAH Stock Details ACAH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-30,250	Closed	-$320K	–	311
2023 Q4	$320K	Hold	30,250	–	–	0.02%	176
2023 Q3	$316K	Hold	30,250	–	–	0.03%	165
2023 Q2	$312K	Hold	30,250	–	–	0.03%	176
2023 Q1	$305K	Hold	30,250	–	–	0.03%	147
2022 Q4	$303K	Hold	30,250	–	–	0.04%	155
2022 Q3	$297K	Hold	30,250	–	–	0.04%	140
2022 Q2	$296K	Hold	30,250	–	–	0.04%	153
2022 Q1	$295K	Hold	30,250	–	–	0.04%	159
2021 Q4	$295K	Buy	+30,250	New	+$296K	0.03%	164

Oxford Financial Group's ACAH Position: Q1 2024 in Review

Oxford Financial Group sold out of Atlantic Coastal Acquisition Corp. Class A Common Stock (ACAH) in Q1 2024, closing a stake of 30,250 shares — an estimated $320K sold.

Oxford Financial Group first reported a position in ACAH in Q4 2021 and held it in 9 quarters. The position peaked at $320K in Q4 2023. 0 funds tracked by Wall St. Rank hold ACAH as of Q1 2024.

Oxford Financial Group reported no remaining Atlantic Coastal Acquisition Corp. Class A Common Stock position as of Q1 2024 after selling out during the quarter.
Oxford Financial Group sold 30,250 Atlantic Coastal Acquisition Corp. Class A Common Stock shares in Q1 2024, an estimated $320K.
Oxford Financial Group first reported a position in Atlantic Coastal Acquisition Corp. Class A Common Stock in Q4 2021 and held it in 9 quarters.
Oxford Financial Group's Atlantic Coastal Acquisition Corp. Class A Common Stock position peaked at $320K in Q4 2023.
0 funds tracked by Wall St. Rank held Atlantic Coastal Acquisition Corp. Class A Common Stock as of Q1 2024.

Based on Oxford Financial Group's 13F filing for Q1 2024, filed 13 May 2024.