Oxford Financial Group’s Kimball Electronics KE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.59M | Hold |
342,460
| – | – | 0.39% | 29 |
|
|
2025
Q1 | $5.63M | Sell |
342,460
-53
| -0% | -$872 | 0.4% | 31 |
|
|
2024
Q4 | $6.42M | Buy |
342,513
+53
| +0% | +$993 | 0.42% | 28 |
|
|
2024
Q3 | $6.34M | Sell |
342,460
-1,263
| -0.4% | -$23.4K | 0.4% | 29 |
|
|
2024
Q2 | $7.56M | Buy |
343,723
+1,251
| +0.4% | +$27.5K | 0.5% | 26 |
|
|
2024
Q1 | $7.41M | Sell |
342,472
-121,064
| -26% | -$2.62M | 0.51% | 26 |
|
|
2023
Q4 | $12.5M | Buy |
463,536
+121,076
| +35% | +$3.26M | 0.92% | 20 |
|
|
2023
Q3 | $9.38M | Buy |
342,460
+186,121
| +119% | +$5.1M | 0.81% | 20 |
|
|
2023
Q2 | $4.32M | Hold |
156,339
| – | – | 0.41% | 31 |
|
|
2023
Q1 | $3.77M | Hold |
156,339
| – | – | 0.42% | 30 |
|
|
2022
Q4 | $3.53M | Hold |
156,339
| – | – | 0.41% | 31 |
|
|
2022
Q3 | $2.68M | Hold |
156,339
| – | – | 0.4% | 30 |
|
|
2022
Q2 | $3.14M | Hold |
156,339
| – | – | 0.46% | 28 |
|
|
2022
Q1 | $3.13M | Hold |
156,339
| – | – | 0.4% | 28 |
|
|
2021
Q4 | $3.4M | Buy |
+156,339
| New | +$3.4M | 0.38% | 31 |
|