Oxford Financial Group’s Linde LIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$446K Sell
950
-226
-19% -$106K 0.03% 142
2025
Q1
$548K Sell
1,176
-1
-0.1% -$466 0.04% 124
2024
Q4
$493K Sell
1,177
-60
-5% -$25.1K 0.03% 148
2024
Q3
$590K Sell
1,237
-54
-4% -$25.8K 0.04% 126
2024
Q2
$567K Sell
1,291
-53
-4% -$23.3K 0.04% 136
2024
Q1
$624K Buy
1,344
+207
+18% +$96.1K 0.04% 112
2023
Q4
$467K Sell
1,137
-127
-10% -$52.2K 0.03% 148
2023
Q3
$471K Sell
1,264
-86
-6% -$32K 0.04% 135
2023
Q2
$514K Buy
1,350
+408
+43% +$155K 0.05% 133
2023
Q1
$335K Buy
942
+3
+0.3% +$1.07K 0.04% 136
2022
Q4
$306K Buy
939
+170
+22% +$55.5K 0.04% 151
2022
Q3
$207K Sell
769
-49
-6% -$13.2K 0.03% 166
2022
Q2
$235K Buy
818
+49
+6% +$14.1K 0.03% 173
2022
Q1
$246K Hold
769
0.03% 172
2021
Q4
$266K Sell
769
-18
-2% -$6.23K 0.03% 171
2021
Q3
$231K Buy
+787
New +$231K 0.03% 169