OFG
TGT icon

Oxford Financial Group’s Target TGT Stock Holding History

Oxford Financial Group’s Portfolio TGT Stock Details TGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,764
Closed -$275K – 322
2024
Q3 		$275K Sell
1,764
-34
-2% -$5.06K 0.02% 208
2024
Q2 		$266K Sell
1,798
-4,572
-72% -$719K 0.02% 230
2024
Q1 		$1.13M Sell
6,370
-2,330
-27% -$354K 0.08% 74
2023
Q4 		$1.24M Buy
8,700
+1,275
+17% +$156K 0.09% 73
2023
Q3 		$821K Buy
7,425
+289
+4% +$36.7K 0.07% 87
2023
Q2 		$941K Buy
7,136
+1,269
+22% +$188K 0.09% 76
2023
Q1 		$972K Sell
5,867
-1,481
-20% -$243K 0.11% 67
2022
Q4 		$1.1M Buy
7,348
+1,429
+24% +$224K 0.13% 65
2022
Q3 		$878K Buy
5,919
+109
+2% +$17.5K 0.13% 70
2022
Q2 		$821K Sell
5,810
-82
-1% -$15.7K 0.12% 75
2022
Q1 		$1.25M Buy
5,892
+123
+2% +$26.6K 0.16% 59
2021
Q4 		$1.33M Hold
5,769
– – 0.15% 62
2021
Q3 		$1.32M Hold
5,769
– – 0.17% 55
2021
Q2 		$1.4M Buy
5,769
+675
+13% +$148K 0.19% 52
2021
Q1 		$1.01M Hold
5,094
– – 0.14% 67
2020
Q4 		$899K Hold
5,094
– – 0.13% 72
2020
Q3 		$802K Hold
5,094
– – 0.13% 73
2020
Q2 		$611K Hold
5,094
– – 0.1% 85
2020
Q1 		$474K Buy
+5,094
New +$566K 0.09% 90

Other funds holding TGT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return