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 |
|