Oxford Financial Group’s Ecolab ECL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,193
Closed -$302K 264
2025
Q1
$302K Sell
1,193
-93
-7% -$23.6K 0.02% 172
2024
Q4
$301K Sell
1,286
-34
-3% -$7.97K 0.02% 203
2024
Q3
$337K Sell
1,320
-308
-19% -$78.6K 0.02% 189
2024
Q2
$387K Buy
1,628
+472
+41% +$112K 0.03% 182
2024
Q1
$267K Sell
1,156
-571
-33% -$132K 0.02% 196
2023
Q4
$343K Sell
1,727
-113
-6% -$22.4K 0.03% 168
2023
Q3
$312K Sell
1,840
-360
-16% -$61K 0.03% 165
2023
Q2
$411K Buy
+2,200
New +$411K 0.04% 149