Oxford Financial Group’s Winnebago Industries WGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Buy |
10,668
+2,591
| +32% | +$75.1K | 0.02% | 169 |
|
|
2025
Q1 | $278K | Buy |
8,077
+2
| +0% | +$69 | 0.02% | 183 |
|
|
2024
Q4 | $386K | Sell |
8,075
-2
| -0% | -$96 | 0.03% | 176 |
|
|
2024
Q3 | $469K | Hold |
8,077
| – | – | 0.03% | 149 |
|
|
2024
Q2 | $438K | Sell |
8,077
-340,248
| -98% | -$18.4M | 0.03% | 166 |
|
|
2024
Q1 | $25.8M | Sell |
348,325
-35,000
| -9% | -$2.59M | 1.79% | 12 |
|
|
2023
Q4 | $27.9M | Sell |
383,325
-96,384
| -20% | -$7.02M | 2.05% | 10 |
|
|
2023
Q3 | $28.5M | Sell |
479,709
-46,880
| -9% | -$2.79M | 2.46% | 9 |
|
|
2023
Q2 | $35.1M | Sell |
526,589
-125,250
| -19% | -$8.35M | 3.34% | 8 |
|
|
2023
Q1 | $37.6M | Sell |
651,839
-96,000
| -13% | -$5.54M | 4.22% | 8 |
|
|
2022
Q4 | $39.4M | Sell |
747,839
-36,936
| -5% | -$1.95M | 4.59% | 7 |
|
|
2022
Q3 | $41.8M | Sell |
784,775
-75,606
| -9% | -$4.02M | 6.28% | 4 |
|
|
2022
Q2 | $41.8M | Hold |
860,381
| – | – | 6.16% | 4 |
|
|
2022
Q1 | $46.5M | Sell |
860,381
-28,076
| -3% | -$1.52M | 5.9% | 4 |
|
|
2021
Q4 | $66.6M | Buy |
888,457
+397,122
| +81% | +$29.8M | 7.48% | 4 |
|
|
2021
Q3 | $35.6M | Buy |
+491,335
| New | +$35.6M | 4.54% | 7 |
|