Oxford Financial Group’s RTX Corp RTX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$628K Sell
4,298
-186
-4% -$27.2K 0.04% 116
2025
Q1
$594K Buy
4,484
+36
+0.8% +$4.77K 0.04% 116
2024
Q4
$515K Sell
4,448
-213
-5% -$24.6K 0.03% 140
2024
Q3
$565K Sell
4,661
-971
-17% -$118K 0.04% 130
2024
Q2
$565K Buy
5,632
+1,232
+28% +$124K 0.04% 137
2024
Q1
$429K Buy
4,400
+67
+2% +$6.54K 0.03% 147
2023
Q4
$365K Sell
4,333
-1,480
-25% -$125K 0.03% 162
2023
Q3
$418K Sell
5,813
-1,004
-15% -$72.3K 0.04% 144
2023
Q2
$668K Buy
6,817
+1,582
+30% +$155K 0.06% 108
2023
Q1
$513K Sell
5,235
-30
-0.6% -$2.94K 0.06% 110
2022
Q4
$531K Buy
5,265
+338
+7% +$34.1K 0.06% 105
2022
Q3
$403K Sell
4,927
-72
-1% -$5.89K 0.06% 118
2022
Q2
$480K Sell
4,999
-30
-0.6% -$2.88K 0.07% 108
2022
Q1
$498K Buy
5,029
+250
+5% +$24.8K 0.06% 115
2021
Q4
$411K Buy
4,779
+64
+1% +$5.5K 0.05% 138
2021
Q3
$405K Buy
4,715
+388
+9% +$33.3K 0.05% 126
2021
Q2
$369K Hold
4,327
0.05% 129
2021
Q1
$334K Sell
4,327
-102
-2% -$7.87K 0.05% 135
2020
Q4
$317K Buy
4,429
+102
+2% +$7.3K 0.05% 143
2020
Q3
$249K Sell
4,327
-1,941
-31% -$112K 0.04% 143
2020
Q2
$386K Buy
+6,268
New +$386K 0.07% 108