Oxford Financial Group’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Buy |
14,196
+724
| +5% | +$115K | 0.13% | 51 |
|
|
2025
Q1 | $2.3M | Sell |
13,472
-905
| -6% | -$154K | 0.16% | 47 |
|
|
2024
Q4 | $2.41M | Sell |
14,377
-1,656
| -10% | -$278K | 0.16% | 50 |
|
|
2024
Q3 | $2.78M | Sell |
16,033
-1,782
| -10% | -$309K | 0.18% | 46 |
|
|
2024
Q2 | $2.94M | Buy |
17,815
+2,153
| +14% | +$355K | 0.19% | 42 |
|
|
2024
Q1 | $2.54M | Sell |
15,662
-1,471
| -9% | -$239K | 0.18% | 45 |
|
|
2023
Q4 | $2.51M | Sell |
17,133
-488
| -3% | -$71.5K | 0.18% | 44 |
|
|
2023
Q3 | $2.57M | Sell |
17,621
-564
| -3% | -$82.3K | 0.22% | 40 |
|
|
2023
Q2 | $2.76M | Buy |
18,185
+1,348
| +8% | +$205K | 0.26% | 39 |
|
|
2023
Q1 | $2.5M | Buy |
16,837
+466
| +3% | +$69.3K | 0.28% | 35 |
|
|
2022
Q4 | $2.48M | Buy |
16,371
+855
| +6% | +$130K | 0.29% | 37 |
|
|
2022
Q3 | $1.96M | Sell |
15,516
-1,919
| -11% | -$242K | 0.29% | 34 |
|
|
2022
Q2 | $2.51M | Buy |
17,435
+1,170
| +7% | +$168K | 0.37% | 34 |
|
|
2022
Q1 | $2.49M | Buy |
16,265
+203
| +1% | +$31K | 0.32% | 32 |
|
|
2021
Q4 | $2.63M | Buy |
16,062
+1,369
| +9% | +$224K | 0.3% | 37 |
|
|
2021
Q3 | $2.05M | Sell |
14,693
-95
| -0.6% | -$13.3K | 0.26% | 36 |
|
|
2021
Q2 | $2M | Buy |
14,788
+101
| +0.7% | +$13.6K | 0.27% | 37 |
|
|
2021
Q1 | $1.99M | Hold |
14,687
| – | – | 0.28% | 33 |
|
|
2020
Q4 | $2.04M | Hold |
14,687
| – | – | 0.3% | 36 |
|
|
2020
Q3 | $2.04M | Buy |
14,687
+1
| +0% | +$139 | 0.33% | 34 |
|
|
2020
Q2 | $1.76M | Buy |
14,686
+85
| +0.6% | +$10.2K | 0.3% | 36 |
|
|
2020
Q1 | $1.61M | Buy |
+14,601
| New | +$1.61M | 0.32% | 34 |
|