Oxford Financial Group’s Southern Copper SCCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Sell |
4,862
-138
| -3% | -$13.8K | 0.03% | 134 |
|
|
2025
Q1 | $458K | Sell |
5,000
-394
| -7% | -$36.1K | 0.03% | 140 |
|
|
2024
Q4 | $478K | Sell |
5,394
-24
| -0.4% | -$2.13K | 0.03% | 154 |
|
|
2024
Q3 | $606K | Buy |
5,418
+10
| +0.2% | +$1.12K | 0.04% | 121 |
|
|
2024
Q2 | $560K | Buy |
5,408
+522
| +11% | +$54.1K | 0.04% | 139 |
|
|
2024
Q1 | $496K | Buy |
4,886
+25
| +0.5% | +$2.54K | 0.03% | 138 |
|
|
2023
Q4 | $398K | Hold |
4,861
| – | – | 0.03% | 155 |
|
|
2023
Q3 | $349K | Hold |
4,861
| – | – | 0.03% | 158 |
|
|
2023
Q2 | $332K | Sell |
4,861
-156
| -3% | -$10.7K | 0.03% | 170 |
|
|
2023
Q1 | $364K | Sell |
5,017
-343
| -6% | -$24.9K | 0.04% | 130 |
|
|
2022
Q4 | $308K | Buy |
5,360
+19
| +0.4% | +$1.09K | 0.04% | 150 |
|
|
2022
Q3 | $228K | Hold |
5,341
| – | – | 0.03% | 160 |
|
|
2022
Q2 | $253K | Hold |
5,341
| – | – | 0.04% | 165 |
|
|
2022
Q1 | $386K | Hold |
5,341
| – | – | 0.05% | 134 |
|
|
2021
Q4 | $314K | Buy |
5,341
+343
| +7% | +$20.2K | 0.04% | 158 |
|
|
2021
Q3 | $267K | Hold |
4,998
| – | – | 0.03% | 158 |
|
|
2021
Q2 | $306K | Buy |
4,998
+137
| +3% | +$8.39K | 0.04% | 145 |
|
|
2021
Q1 | $314K | Sell |
4,861
-798
| -14% | -$51.5K | 0.04% | 140 |
|
|
2020
Q4 | $351K | Hold |
5,659
| – | – | 0.05% | 137 |
|
|
2020
Q3 | $244K | Hold |
5,659
| – | – | 0.04% | 145 |
|
|
2020
Q2 | $214K | Buy |
+5,659
| New | +$214K | 0.04% | 149 |
|