Oxford Financial Group’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Sell |
3,913
-325
| -8% | -$22.5K | 0.02% | 184 |
|
|
2025
Q1 | $262K | Sell |
4,238
-5,699
| -57% | -$352K | 0.02% | 187 |
|
|
2024
Q4 | $588K | Sell |
9,937
-165
| -2% | -$9.77K | 0.04% | 124 |
|
|
2024
Q3 | $538K | Sell |
10,102
-4,079
| -29% | -$217K | 0.03% | 135 |
|
|
2024
Q2 | $674K | Buy |
14,181
+3,855
| +37% | +$183K | 0.04% | 119 |
|
|
2024
Q1 | $515K | Sell |
10,326
-65
| -0.6% | -$3.24K | 0.04% | 132 |
|
|
2023
Q4 | $525K | Buy |
10,391
+825
| +9% | +$41.7K | 0.04% | 132 |
|
|
2023
Q3 | $514K | Sell |
9,566
-4,659
| -33% | -$250K | 0.04% | 122 |
|
|
2023
Q2 | $736K | Buy |
14,225
+7,166
| +102% | +$371K | 0.07% | 97 |
|
|
2023
Q1 | $369K | Buy |
7,059
+695
| +11% | +$36.3K | 0.04% | 128 |
|
|
2022
Q4 | $303K | Buy |
6,364
+1,131
| +22% | +$53.9K | 0.04% | 154 |
|
|
2022
Q3 | $209K | Sell |
5,233
-180
| -3% | -$7.19K | 0.03% | 165 |
|
|
2022
Q2 | $231K | Sell |
5,413
-619
| -10% | -$26.4K | 0.03% | 175 |
|
|
2022
Q1 | $336K | Sell |
6,032
-1,350
| -18% | -$75.2K | 0.04% | 151 |
|
|
2021
Q4 | $468K | Buy |
7,382
+689
| +10% | +$43.7K | 0.05% | 128 |
|
|
2021
Q3 | $364K | Buy |
6,693
+1,324
| +25% | +$72K | 0.05% | 135 |
|
|
2021
Q2 | $285K | Sell |
5,369
-1,525
| -22% | -$81K | 0.04% | 155 |
|
|
2021
Q1 | $356K | Sell |
6,894
-169
| -2% | -$8.73K | 0.05% | 131 |
|
|
2020
Q4 | $316K | Buy |
7,063
+36
| +0.5% | +$1.61K | 0.05% | 144 |
|
|
2020
Q3 | $277K | Buy |
7,027
+100
| +1% | +$3.94K | 0.04% | 134 |
|
|
2020
Q2 | $323K | Sell |
6,927
-32,564
| -82% | -$1.52M | 0.05% | 117 |
|
|
2020
Q1 | $1.55M | Buy |
+39,491
| New | +$1.55M | 0.31% | 36 |
|