Oxford Financial Group’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Sell |
11,788
-39
| -0.3% | -$13.9K | 0.25% | 37 |
|
|
2025
Q1 | $3.21M | Sell |
11,827
-197
| -2% | -$53.6K | 0.23% | 42 |
|
|
2024
Q4 | $3.99M | Sell |
12,024
-82
| -0.7% | -$27.2K | 0.26% | 36 |
|
|
2024
Q3 | $4.01M | Sell |
12,106
-148
| -1% | -$49.1K | 0.25% | 37 |
|
|
2024
Q2 | $3.84M | Buy |
12,254
+152
| +1% | +$47.7K | 0.25% | 37 |
|
|
2024
Q1 | $3.78M | Sell |
12,102
-93
| -0.8% | -$29.1K | 0.26% | 39 |
|
|
2023
Q4 | $2.94M | Buy |
12,195
+200
| +2% | +$48.2K | 0.22% | 40 |
|
|
2023
Q3 | $2.56M | Sell |
11,995
-1,242
| -9% | -$265K | 0.22% | 41 |
|
|
2023
Q2 | $2.66M | Buy |
13,237
+327
| +3% | +$65.8K | 0.25% | 40 |
|
|
2023
Q1 | $2.21M | Buy |
12,910
+571
| +5% | +$97.8K | 0.25% | 39 |
|
|
2022
Q4 | $1.94M | Buy |
12,339
+59
| +0.5% | +$9.26K | 0.23% | 41 |
|
|
2022
Q3 | $1.64M | Sell |
12,280
-143
| -1% | -$19.1K | 0.25% | 38 |
|
|
2022
Q2 | $1.57M | Sell |
12,423
-126
| -1% | -$15.9K | 0.23% | 43 |
|
|
2022
Q1 | $1.9M | Buy |
12,549
+277
| +2% | +$42K | 0.24% | 41 |
|
|
2021
Q4 | $2.12M | Buy |
12,272
+40
| +0.3% | +$6.91K | 0.24% | 41 |
|
|
2021
Q3 | $1.83M | Sell |
12,232
-203
| -2% | -$30.3K | 0.23% | 39 |
|
|
2021
Q2 | $1.84M | Buy |
12,435
+206
| +2% | +$30.5K | 0.25% | 39 |
|
|
2021
Q1 | $1.69M | Buy |
+12,229
| New | +$1.69M | 0.23% | 38 |
|