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Oxford Financial Group’s Norfolk Southern NSC Stock Holding History

Oxford Financial Group’s Portfolio NSC Stock Details NSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,317
Closed -$327K – 318
2024
Q3 		$327K Sell
1,317
-313
-19% -$75K 0.02% 191
2024
Q2 		$350K Buy
1,630
+481
+42% +$112K 0.02% 193
2024
Q1 		$293K Sell
1,149
-31
-3% -$7.67K 0.02% 186
2023
Q4 		$279K Sell
1,180
-178
-13% -$37.3K 0.02% 193
2023
Q3 		$267K Sell
1,358
-532
-28% -$115K 0.02% 183
2023
Q2 		$429K Buy
+1,890
New +$401K 0.04% 146

Other funds holding NSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Oxford Financial Group's NSC Position: Q4 2024 in Review

Oxford Financial Group sold out of Norfolk Southern (NSC) in Q4 2024, closing a stake of 1,317 shares — an estimated $327K sold.

Oxford Financial Group first reported a position in NSC in Q2 2023 and held it in 6 quarters. The position peaked at $429K in Q2 2023. 1,683 funds tracked by Wall St. Rank hold NSC as of Q4 2024.

  • Oxford Financial Group reported no remaining Norfolk Southern position as of Q4 2024 after selling out during the quarter.
  • Oxford Financial Group sold 1,317 Norfolk Southern shares in Q4 2024, an estimated $327K.
  • Oxford Financial Group first reported a position in Norfolk Southern in Q2 2023 and held it in 6 quarters.
  • Oxford Financial Group's Norfolk Southern position peaked at $429K in Q2 2023.
  • 1,683 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2024.

Based on Oxford Financial Group's 13F filing for Q4 2024, filed 11 Feb 2025.