Oxford Financial Group’s Invesco QQQ Trust QQQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Sell |
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|
2025
Q1 | $2.66M | Buy |
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|
2024
Q4 | $2.89M | Buy |
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|
2024
Q3 | $2.7M | Sell |
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|
2024
Q2 | $2.65M | Buy |
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|
2024
Q1 | $2.13M | Buy |
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|
2023
Q4 | $1.34M | Hold |
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|
2023
Q3 | $1.17M | Sell |
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|
2023
Q2 | $1.22M | Sell |
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|
2023
Q1 | $1.2M | Buy |
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|
2022
Q4 | $981K | Sell |
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|
2022
Q3 | $995K | Buy |
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|
2022
Q2 | $672K | Sell |
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|
2022
Q1 | $879K | Sell |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $782K | Buy |
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|
2021
Q2 | $771K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $536K | Buy |
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