Oxford Financial Group’s GE Vernova GEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
2,665
+171
| +7% | +$90.5K | 0.08% | 63 |
|
|
2025
Q1 | $761K | Sell |
2,494
-785
| -24% | -$240K | 0.05% | 98 |
|
|
2024
Q4 | $1.08M | Buy |
3,279
+766
| +30% | +$252K | 0.07% | 89 |
|
|
2024
Q3 | $641K | Sell |
2,513
-57
| -2% | -$14.5K | 0.04% | 116 |
|
|
2024
Q2 | $441K | Buy |
+2,570
| New | +$441K | 0.03% | 165 |
|