Oxford Financial Group’s General Motors GM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Sell |
5,026
-179
| -3% | -$8.81K | 0.01% | 191 |
|
|
2025
Q1 | $245K | Sell |
5,205
-4,104
| -44% | -$193K | 0.02% | 192 |
|
|
2024
Q4 | $496K | Sell |
9,309
-419
| -4% | -$22.3K | 0.03% | 146 |
|
|
2024
Q3 | $436K | Buy |
9,728
+84
| +0.9% | +$3.77K | 0.03% | 157 |
|
|
2024
Q2 | $448K | Buy |
9,644
+4,450
| +86% | +$207K | 0.03% | 163 |
|
|
2024
Q1 | $236K | Buy |
+5,194
| New | +$236K | 0.02% | 208 |
|
|
2023
Q3 | – | Sell |
-5,310
| Closed | -$205K | – | 275 |
|
|
2023
Q2 | $205K | Buy |
+5,310
| New | +$205K | 0.02% | 225 |
|
|
2022
Q4 | – | Sell |
-8,000
| Closed | -$257K | – | 266 |
|
|
2022
Q3 | $257K | Sell |
8,000
-123
| -2% | -$3.95K | 0.04% | 151 |
|
|
2022
Q2 | $258K | Buy |
8,123
+961
| +13% | +$30.5K | 0.04% | 162 |
|
|
2022
Q1 | $313K | Buy |
7,162
+2,000
| +39% | +$87.4K | 0.04% | 154 |
|
|
2021
Q4 | $303K | Buy |
5,162
+155
| +3% | +$9.1K | 0.03% | 161 |
|
|
2021
Q3 | $264K | Buy |
5,007
+7
| +0.1% | +$369 | 0.03% | 159 |
|
|
2021
Q2 | $296K | Hold |
5,000
| – | – | 0.04% | 152 |
|
|
2021
Q1 | $287K | Sell |
5,000
-162
| -3% | -$9.3K | 0.04% | 149 |
|
|
2020
Q4 | $215K | Buy |
+5,162
| New | +$215K | 0.03% | 162 |
|