Oxford Financial Group’s Automatic Data Processing ADP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$319K Sell
1,033
-2
-0.2% -$617 0.02% 166
2025
Q1
$316K Sell
1,035
-87
-8% -$26.6K 0.02% 170
2024
Q4
$328K Sell
1,122
-60
-5% -$17.6K 0.02% 196
2024
Q3
$327K Sell
1,182
-714
-38% -$198K 0.02% 192
2024
Q2
$453K Buy
1,896
+817
+76% +$195K 0.03% 159
2024
Q1
$269K Sell
1,079
-123
-10% -$30.7K 0.02% 194
2023
Q4
$280K Buy
1,202
+169
+16% +$39.4K 0.02% 191
2023
Q3
$249K Sell
1,033
-180
-15% -$43.3K 0.02% 189
2023
Q2
$267K Sell
1,213
-401
-25% -$88.1K 0.03% 194
2023
Q1
$359K Sell
1,614
-33
-2% -$7.35K 0.04% 131
2022
Q4
$393K Buy
1,647
+512
+45% +$122K 0.05% 131
2022
Q3
$257K Sell
1,135
-28
-2% -$6.34K 0.04% 150
2022
Q2
$244K Buy
1,163
+28
+2% +$5.87K 0.04% 169
2022
Q1
$258K Sell
1,135
-347
-23% -$78.9K 0.03% 170
2021
Q4
$365K Buy
1,482
+202
+16% +$49.8K 0.04% 149
2021
Q3
$256K Sell
1,280
-1,660
-56% -$332K 0.03% 161
2021
Q2
$584K Buy
2,940
+270
+10% +$53.6K 0.08% 103
2021
Q1
$503K Sell
2,670
-262
-9% -$49.4K 0.07% 109
2020
Q4
$517K Buy
2,932
+270
+10% +$47.6K 0.07% 99
2020
Q3
$371K Sell
2,662
-437
-14% -$60.9K 0.06% 118
2020
Q2
$461K Hold
3,099
0.08% 100
2020
Q1
$424K Buy
+3,099
New +$424K 0.08% 94