Oxford Financial Group’s Atlantic Coastal Acquisition Corp. Warrant ACAHW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-10,083	Closed	-$263	–	310
2023 Q4	$263	Hold	10,083	–	–	﹤0.01%	302
2023 Q3	$282	Hold	10,083	–	–	﹤0.01%	265
2023 Q2	$228	Hold	10,083	–	–	﹤0.01%	292
2023 Q1	$504	Hold	10,083	–	–	﹤0.01%	260
2022 Q4	$504	Hold	10,083	–	–	﹤0.01%	261
2022 Q3	$0	Hold	10,083	–	–	﹤0.01%	275
2022 Q2	$1K	Hold	10,083	–	–	﹤0.01%	264
2022 Q1	$2K	Hold	10,083	–	–	﹤0.01%	261
2021 Q4	$6K	Buy	+10,083	New	+$7.21K	﹤0.01%	263

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

Oxford Financial Group sold out of Atlantic Coastal Acquisition Corp. Warrant (ACAHW) in Q1 2024, closing a stake of 10,083 shares — an estimated $263 sold.

Oxford Financial Group first reported a position in ACAHW in Q4 2021 and held it in 9 quarters. The position peaked at $6K in Q4 2021. 0 funds tracked by Wall St. Rank hold ACAHW as of Q1 2024.

Oxford Financial Group reported no remaining Atlantic Coastal Acquisition Corp. Warrant position as of Q1 2024 after selling out during the quarter.
Oxford Financial Group sold 10,083 Atlantic Coastal Acquisition Corp. Warrant shares in Q1 2024, an estimated $263.
Oxford Financial Group first reported a position in Atlantic Coastal Acquisition Corp. Warrant in Q4 2021 and held it in 9 quarters.
Oxford Financial Group's Atlantic Coastal Acquisition Corp. Warrant position peaked at $6K in Q4 2021.
0 funds tracked by Wall St. Rank held Atlantic Coastal Acquisition Corp. Warrant as of Q1 2024.

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