Oxford Financial Group’s PayPal PYPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-3,775
| Closed | -$252K | – | 284 |
|
2023
Q2 | $252K | Buy |
3,775
+806
| +27% | +$53.8K | 0.02% | 200 |
|
2023
Q1 | $225K | Sell |
2,969
-423
| -12% | -$32.1K | 0.03% | 177 |
|
2022
Q4 | $242K | Buy |
3,392
+549
| +19% | +$39.1K | 0.03% | 176 |
|
2022
Q3 | $245K | Sell |
2,843
-802
| -22% | -$69.1K | 0.04% | 156 |
|
2022
Q2 | $255K | Buy |
3,645
+449
| +14% | +$31.4K | 0.04% | 163 |
|
2022
Q1 | $370K | Buy |
3,196
+150
| +5% | +$17.4K | 0.05% | 140 |
|
2021
Q4 | $574K | Buy |
3,046
+138
| +5% | +$26K | 0.06% | 112 |
|
2021
Q3 | $757K | Sell |
2,908
-513
| -15% | -$134K | 0.1% | 85 |
|
2021
Q2 | $997K | Hold |
3,421
| – | – | 0.13% | 74 |
|
2021
Q1 | $831K | Sell |
3,421
-63
| -2% | -$15.3K | 0.12% | 78 |
|
2020
Q4 | $816K | Buy |
3,484
+26
| +0.8% | +$6.09K | 0.12% | 76 |
|
2020
Q3 | $681K | Buy |
3,458
+37
| +1% | +$7.29K | 0.11% | 79 |
|
2020
Q2 | $596K | Sell |
3,421
-414
| -11% | -$72.1K | 0.1% | 86 |
|
2020
Q1 | $367K | Buy |
+3,835
| New | +$367K | 0.07% | 104 |
|