Oxford Financial Group’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,172
| Closed | -$228K | – | 261 |
|
|
2025
Q1 | $228K | Buy |
6,172
+469
| +8% | +$17.3K | 0.02% | 197 |
|
|
2024
Q4 | $214K | Sell |
5,703
-159
| -3% | -$5.97K | 0.01% | 238 |
|
|
2024
Q3 | $245K | Sell |
5,862
-2,619
| -31% | -$109K | 0.02% | 219 |
|
|
2024
Q2 | $332K | Buy |
8,481
+2,505
| +42% | +$98.1K | 0.02% | 200 |
|
|
2024
Q1 | $259K | Buy |
5,976
+449
| +8% | +$19.5K | 0.02% | 201 |
|
|
2023
Q4 | $242K | Buy |
5,527
+37
| +0.7% | +$1.62K | 0.02% | 206 |
|
|
2023
Q3 | $243K | Sell |
5,490
-4,552
| -45% | -$202K | 0.02% | 191 |
|
|
2023
Q2 | $417K | Buy |
10,042
+1,232
| +14% | +$51.2K | 0.04% | 148 |
|
|
2023
Q1 | $334K | Buy |
8,810
+465
| +6% | +$17.6K | 0.04% | 137 |
|
|
2022
Q4 | $292K | Buy |
+8,345
| New | +$292K | 0.03% | 160 |
|
|
2022
Q3 | – | Sell |
-6,941
| Closed | -$272K | – | 246 |
|
|
2022
Q2 | $272K | Sell |
6,941
-3,549
| -34% | -$139K | 0.04% | 158 |
|
|
2022
Q1 | $491K | Sell |
10,490
-1,118
| -10% | -$52.3K | 0.06% | 117 |
|
|
2021
Q4 | $584K | Buy |
11,608
+164
| +1% | +$8.25K | 0.07% | 110 |
|
|
2021
Q3 | $640K | Buy |
11,444
+233
| +2% | +$13K | 0.08% | 96 |
|
|
2021
Q2 | $639K | Buy |
11,211
+4,308
| +62% | +$246K | 0.09% | 94 |
|
|
2021
Q1 | $374K | Sell |
6,903
-1,411
| -17% | -$76.4K | 0.05% | 128 |
|
|
2020
Q4 | $436K | Buy |
8,314
+1,151
| +16% | +$60.4K | 0.06% | 112 |
|
|
2020
Q3 | $331K | Buy |
7,163
+86
| +1% | +$3.97K | 0.05% | 126 |
|
|
2020
Q2 | $276K | Sell |
7,077
-10,405
| -60% | -$406K | 0.05% | 132 |
|
|
2020
Q1 | $601K | Buy |
+17,482
| New | +$601K | 0.12% | 77 |
|