Oxford Financial Group’s Intercontinental Exchange ICE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
1,184
-70
| -6% | -$12.8K | 0.01% | 202 |
|
|
2025
Q1 | $216K | Buy |
+1,254
| New | +$216K | 0.02% | 202 |
|
|
2024
Q4 | – | Sell |
-1,284
| Closed | -$206K | – | 312 |
|
|
2024
Q3 | $206K | Buy |
+1,284
| New | +$206K | 0.01% | 235 |
|
|
2023
Q3 | – | Sell |
-2,261
| Closed | -$256K | – | 277 |
|
|
2023
Q2 | $256K | Buy |
+2,261
| New | +$256K | 0.02% | 198 |
|