Oxford Financial Group’s Invesco Financial Preferred ETF PGF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56K | Buy |
252
+4
| +2% | +$57 | ﹤0.01% | 257 |
|
|
2025
Q1 | $3.55K | Buy |
248
+3
| +1% | +$43 | ﹤0.01% | 259 |
|
|
2024
Q4 | $3.56K | Buy |
245
+4
| +2% | +$58 | ﹤0.01% | 292 |
|
|
2024
Q3 | $3.78K | Buy |
241
+3
| +1% | +$47 | ﹤0.01% | 288 |
|
|
2024
Q2 | $3.5K | Buy |
238
+4
| +2% | +$59 | ﹤0.01% | 319 |
|
|
2024
Q1 | $3.56K | Buy |
234
+4
| +2% | +$61 | ﹤0.01% | 274 |
|
|
2023
Q4 | $3.36K | Buy |
230
+4
| +2% | +$58 | ﹤0.01% | 297 |
|
|
2023
Q3 | $3.18K | Buy |
226
+3
| +1% | +$42 | ﹤0.01% | 262 |
|
|
2023
Q2 | $3.2K | Buy |
223
+3
| +1% | +$43 | ﹤0.01% | 289 |
|
|
2023
Q1 | $3.19K | Buy |
+220
| New | +$3.19K | ﹤0.01% | 253 |
|
|
2022
Q3 | – | Sell |
-211
| Closed | -$3K | – | 263 |
|
|
2022
Q2 | $3K | Buy |
+211
| New | +$3K | ﹤0.01% | 256 |
|