Oxford Financial Group’s Norfolk Southern NSC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,317
| Closed | -$327K | – | 318 |
|
2024
Q3 | $327K | Sell |
1,317
-313
| -19% | -$77.8K | 0.02% | 191 |
|
2024
Q2 | $350K | Buy |
1,630
+481
| +42% | +$103K | 0.02% | 193 |
|
2024
Q1 | $293K | Sell |
1,149
-31
| -3% | -$7.9K | 0.02% | 186 |
|
2023
Q4 | $279K | Sell |
1,180
-178
| -13% | -$42.1K | 0.02% | 192 |
|
2023
Q3 | $267K | Sell |
1,358
-532
| -28% | -$105K | 0.02% | 182 |
|
2023
Q2 | $429K | Buy |
+1,890
| New | +$429K | 0.04% | 146 |
|