Oxford Financial Group’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.65M | Sell |
21,190
-2,150
| -9% | -$472K | 0.28% | 33 |
|
|
2025
Q1 | $4.44M | Sell |
23,340
-2,881
| -11% | -$548K | 0.31% | 33 |
|
|
2024
Q4 | $5.75M | Sell |
26,221
-1,749
| -6% | -$384K | 0.37% | 31 |
|
|
2024
Q3 | $5.21M | Sell |
27,970
-2,042
| -7% | -$380K | 0.33% | 34 |
|
|
2024
Q2 | $5.8M | Buy |
30,012
+5,089
| +20% | +$983K | 0.38% | 30 |
|
|
2024
Q1 | $4.5M | Buy |
24,923
+245
| +1% | +$44.2K | 0.31% | 36 |
|
|
2023
Q4 | $3.75M | Sell |
24,678
-723
| -3% | -$110K | 0.28% | 37 |
|
|
2023
Q3 | $3.23M | Sell |
25,401
-1,418
| -5% | -$180K | 0.28% | 38 |
|
|
2023
Q2 | $3.5M | Buy |
26,819
+9,522
| +55% | +$1.24M | 0.33% | 36 |
|
|
2023
Q1 | $1.79M | Buy |
17,297
+1,189
| +7% | +$123K | 0.2% | 43 |
|
|
2022
Q4 | $1.35M | Buy |
16,108
+1,638
| +11% | +$138K | 0.16% | 57 |
|
|
2022
Q3 | $1.64M | Sell |
14,470
-1,889
| -12% | -$213K | 0.25% | 39 |
|
|
2022
Q2 | $1.74M | Buy |
16,359
+1,659
| +11% | +$176K | 0.26% | 40 |
|
|
2022
Q1 | $2.4M | Sell |
14,700
-5,080
| -26% | -$828K | 0.3% | 34 |
|
|
2021
Q4 | $3.3M | Buy |
19,780
+900
| +5% | +$150K | 0.37% | 33 |
|
|
2021
Q3 | $3.1M | Buy |
18,880
+3,060
| +19% | +$503K | 0.4% | 29 |
|
|
2021
Q2 | $2.72M | Buy |
15,820
+280
| +2% | +$48.2K | 0.36% | 31 |
|
|
2021
Q1 | $2.41M | Sell |
15,540
-360
| -2% | -$55.7K | 0.33% | 31 |
|
|
2020
Q4 | $2.59M | Buy |
15,900
+3,420
| +27% | +$557K | 0.38% | 30 |
|
|
2020
Q3 | $1.97M | Sell |
12,480
-1,040
| -8% | -$164K | 0.32% | 36 |
|
|
2020
Q2 | $1.87M | Sell |
13,520
-120
| -0.9% | -$16.6K | 0.32% | 33 |
|
|
2020
Q1 | $1.33M | Buy |
+13,640
| New | +$1.33M | 0.27% | 40 |
|