Oxford Financial Group’s Bank of New York Mellon BK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$646K	Hold
2025 Q1	$595K	Sell
2024 Q4	$558K	Buy
2024 Q3	$519K	Buy