Oxford Financial Group’s Fiserv FI Stock Holding History

Oxford Financial Group’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$289K	Sell
2025 Q1	$388K	Buy
2024 Q4	$350K	Sell
2024 Q3	$405K	Buy
2024 Q2	$325K	Buy
2024 Q1	$342K	Sell
2023 Q4	$711K	Buy
2023 Q3	$234K	Buy