Oxford Financial Group’s Brookfield BN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,578	Closed	-$206K	–	268
2024 Q4	$206K	Buy	+3,578	New	+$206K	0.01%	241
2024 Q3	–	Sell	-7,959	Closed	-$331K	–	301
2024 Q2	$331K	Buy	+7,959	New	+$331K	0.02%	203