Oxford Financial Group’s Blackrock BLK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-229	Closed	-$235K	–	267
2024 Q4	$235K	Buy	229 +3	+1%	+$3.08K	0.02%	227
2024 Q3	$215K	Sell	226 -195	-46%	-$185K	0.01%	232
2024 Q2	$331K	Buy	+421	New	+$331K	0.02%	202