Oxford Financial Group’s Intel INTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-9,668
Closed -$427K 326
2024
Q1
$427K Buy
9,668
+35
+0.4% +$1.55K 0.03% 148
2023
Q4
$484K Sell
9,633
-185
-2% -$9.3K 0.04% 142
2023
Q3
$349K Sell
9,818
-3,128
-24% -$111K 0.03% 157
2023
Q2
$433K Buy
12,946
+4,182
+48% +$140K 0.04% 145
2023
Q1
$286K Buy
8,764
+799
+10% +$26.1K 0.03% 157
2022
Q4
$211K Buy
+7,965
New +$211K 0.02% 183
2022
Q3
Sell
-9,942
Closed -$372K 258
2022
Q2
$372K Buy
9,942
+3,736
+60% +$140K 0.05% 129
2022
Q1
$308K Sell
6,206
-975
-14% -$48.4K 0.04% 156
2021
Q4
$370K Buy
7,181
+64
+0.9% +$3.3K 0.04% 146
2021
Q3
$379K Buy
7,117
+739
+12% +$39.4K 0.05% 133
2021
Q2
$358K Sell
6,378
-1,510
-19% -$84.8K 0.05% 133
2021
Q1
$505K Sell
7,888
-353
-4% -$22.6K 0.07% 108
2020
Q4
$411K Hold
8,241
0.06% 123
2020
Q3
$427K Hold
8,241
0.07% 104
2020
Q2
$493K Sell
8,241
-721
-8% -$43.1K 0.08% 96
2020
Q1
$485K Buy
+8,962
New +$485K 0.1% 88