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