Oxford Financial Group’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Hold |
4,139
| – | – | 0.03% | 145 |
|
|
2025
Q1 | $362K | Hold |
4,139
| – | – | 0.03% | 155 |
|
|
2024
Q4 | $417K | Buy |
4,139
+12
| +0.3% | +$1.21K | 0.03% | 168 |
|
|
2024
Q3 | $404K | Hold |
4,127
| – | – | 0.03% | 167 |
|
|
2024
Q2 | $316K | Sell |
4,127
-15
| -0.4% | -$1.15K | 0.02% | 208 |
|
|
2024
Q1 | $354K | Buy |
+4,142
| New | +$354K | 0.02% | 166 |
|