Oxford Financial Group’s iShares S&P 100 ETF OEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $514K | Hold |
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|
2025
Q2 | $470K | Buy |
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|
2025
Q1 | $319K | Buy |
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|
2024
Q4 | $267K | Hold |
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|
2024
Q3 | $256K | Hold |
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|
2024
Q2 | $245K | Hold |
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|
2024
Q1 | $229K | Sell |
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|
2023
Q4 | $245K | Buy |
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|
2023
Q3 | $186K | Buy |
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|
2023
Q2 | $114K | Hold |
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|
2023
Q1 | $103K | Hold |
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|
2022
Q4 | $93.8K | Hold |
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|
2022
Q3 | $89K | Hold |
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|
2022
Q2 | $95K | Hold |
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|
2022
Q1 | $115K | Buy |
|