Oxford Financial Group’s ARK Innovation ETF ARKK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $252K | Hold |
|
|||||
|
2025
Q2 | $205K | Hold |
|
|||||
|
2025
Q1 | $139K | Hold |
|
|||||
|
2024
Q4 | $166K | Sell |
|
|||||
|
2024
Q3 | $151K | Hold |
|
|||||
|
2024
Q2 | $139K | Hold |
|
|||||
|
2024
Q1 | $159K | Hold |
|
|||||
|
2023
Q4 | $166K | Buy |
|
|||||
|
2023
Q3 | $115K | Buy |
|
|||||
|
2023
Q2 | $116K | Hold |
|
|||||
|
2023
Q1 | $106K | Buy |
|
|||||
|
2022
Q4 | $80.9K | Hold |
|
|||||
|
2022
Q3 | $98K | Sell |
|
|||||
|
2022
Q2 | $105K | Buy |
|
|||||
|
2022
Q1 | $172K | Hold |
|
|||||
|
2021
Q4 | $245K | Buy |
|
|||||
|
2021
Q3 | $120K | Sell |
|
|||||
|
2021
Q2 | $339K | Buy |
|
|||||
|
2021
Q1 | $276K | Buy |
|