Oxford Financial Group’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-581
| Closed | -$258K | – | 262 |
|
|
2024
Q4 | $258K | Sell |
581
-371
| -39% | -$165K | 0.02% | 219 |
|
|
2024
Q3 | $493K | Sell |
952
-11
| -1% | -$5.7K | 0.03% | 146 |
|
|
2024
Q2 | $535K | Buy |
963
+111
| +13% | +$61.7K | 0.04% | 144 |
|
|
2024
Q1 | $430K | Sell |
852
-22
| -3% | -$11.1K | 0.03% | 146 |
|
|
2023
Q4 | $521K | Sell |
874
-63
| -7% | -$37.6K | 0.04% | 134 |
|
|
2023
Q3 | $478K | Sell |
937
-443
| -32% | -$226K | 0.04% | 131 |
|
|
2023
Q2 | $675K | Buy |
+1,380
| New | +$675K | 0.06% | 104 |
|