Oxford Financial Group’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9M | Sell |
106,654
-22,918
| -18% | -$3.62M | 1% | 18 |
|
|
2025
Q1 | $14M | Sell |
129,572
-21,517
| -14% | -$2.33M | 0.98% | 18 |
|
|
2024
Q4 | $20.3M | Buy |
151,089
+15,279
| +11% | +$2.05M | 1.31% | 15 |
|
|
2024
Q3 | $16.5M | Sell |
135,810
-6,675
| -5% | -$811K | 1.05% | 19 |
|
|
2024
Q2 | $17.6M | Buy |
142,485
+12,025
| +9% | +$1.49M | 1.16% | 18 |
|
|
2024
Q1 | $11.8M | Sell |
130,460
-950
| -0.7% | -$85.8K | 0.82% | 20 |
|
|
2023
Q4 | $6.51M | Buy |
131,410
+4,540
| +4% | +$225K | 0.48% | 29 |
|
|
2023
Q3 | $5.52M | Buy |
126,870
+6,390
| +5% | +$278K | 0.48% | 30 |
|
|
2023
Q2 | $5.1M | Buy |
120,480
+31,750
| +36% | +$1.34M | 0.48% | 29 |
|
|
2023
Q1 | $2.46M | Buy |
88,730
+7,780
| +10% | +$216K | 0.28% | 36 |
|
|
2022
Q4 | $1.18M | Buy |
80,950
+3,510
| +5% | +$51.3K | 0.14% | 63 |
|
|
2022
Q3 | $940K | Sell |
77,440
-4,200
| -5% | -$51K | 0.14% | 63 |
|
|
2022
Q2 | $1.24M | Buy |
81,640
+10,060
| +14% | +$153K | 0.18% | 58 |
|
|
2022
Q1 | $1.95M | Sell |
71,580
-100
| -0.1% | -$2.73K | 0.25% | 40 |
|
|
2021
Q4 | $2.11M | Sell |
71,680
-1,370
| -2% | -$40.3K | 0.24% | 42 |
|
|
2021
Q3 | $1.51M | Buy |
73,050
+34,850
| +91% | +$722K | 0.19% | 49 |
|
|
2021
Q2 | $764K | Buy |
38,200
+11,560
| +43% | +$231K | 0.1% | 90 |
|
|
2021
Q1 | $355K | Sell |
26,640
-2,400
| -8% | -$32K | 0.05% | 132 |
|
|
2020
Q4 | $379K | Buy |
29,040
+1,120
| +4% | +$14.6K | 0.05% | 128 |
|
|
2020
Q3 | $378K | Hold |
27,920
| – | – | 0.06% | 115 |
|
|
2020
Q2 | $265K | Buy |
+27,920
| New | +$265K | 0.04% | 138 |
|