Oxford Financial Group’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
1,840
-287
| -13% | -$212K | 0.08% | 67 |
|
|
2025
Q1 | $1.23M | Sell |
2,127
-2,636
| -55% | -$1.52M | 0.09% | 68 |
|
|
2024
Q4 | $2.79M | Buy |
4,763
+105
| +2% | +$61.5K | 0.18% | 47 |
|
|
2024
Q3 | $2.67M | Sell |
4,658
-38
| -0.8% | -$21.8K | 0.17% | 49 |
|
|
2024
Q2 | $2.37M | Buy |
4,696
+395
| +9% | +$199K | 0.16% | 52 |
|
|
2024
Q1 | $2.09M | Buy |
4,301
+583
| +16% | +$283K | 0.14% | 50 |
|
|
2023
Q4 | $1.32M | Buy |
3,718
+62
| +2% | +$21.9K | 0.1% | 69 |
|
|
2023
Q3 | $1.1M | Sell |
3,656
-745
| -17% | -$224K | 0.09% | 72 |
|
|
2023
Q2 | $1.26M | Buy |
4,401
+2,732
| +164% | +$784K | 0.12% | 62 |
|
|
2023
Q1 | $354K | Buy |
+1,669
| New | +$354K | 0.04% | 132 |
|
|
2022
Q3 | – | Sell |
-1,879
| Closed | -$303K | – | 260 |
|
|
2022
Q2 | $303K | Sell |
1,879
-9
| -0.5% | -$1.45K | 0.04% | 147 |
|
|
2022
Q1 | $420K | Buy |
1,888
+400
| +27% | +$89K | 0.05% | 128 |
|
|
2021
Q4 | $500K | Sell |
1,488
-30
| -2% | -$10.1K | 0.06% | 124 |
|
|
2021
Q3 | $515K | Sell |
1,518
-127
| -8% | -$43.1K | 0.07% | 108 |
|
|
2021
Q2 | $572K | Buy |
1,645
+25
| +2% | +$8.69K | 0.08% | 105 |
|
|
2021
Q1 | $477K | Sell |
1,620
-102
| -6% | -$30K | 0.07% | 110 |
|
|
2020
Q4 | $470K | Buy |
1,722
+75
| +5% | +$20.5K | 0.07% | 105 |
|
|
2020
Q3 | $431K | Sell |
1,647
-649
| -28% | -$170K | 0.07% | 103 |
|
|
2020
Q2 | $521K | Sell |
2,296
-1,077
| -32% | -$244K | 0.09% | 90 |
|
|
2020
Q1 | $563K | Buy |
+3,373
| New | +$563K | 0.11% | 78 |
|