Oxford Financial Group LTD Purchases and Sells in Q1 2024

Oxford Financial Group LTD

$1.44 Billion
Q1 2024

Top Buys

Incresed Positions

96 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	15.5K + 2.38%	$232.77 - $260.14 $3.6M - $4.02M	664K $172M
SPY	397 + 0.81%	$467.28 - $523.17 $186K - $208K	49.2K $25.7M
JPM	171 + 0.39%	$167.09 - $200.3 $28.6K - $34.3K	44.4K $8.9M
DPZ	8 + 0.05%	$400.03 - $496.88 $3.2K - $3.98K	15.1K $7.52M
MSFT	484 + 2.84%	$367.75 - $429.37 $178K - $208K	17.5K $7.37M
VEA	15.3K + 125.09%	$46.21 - $50.27 $709K - $771K	27.6K $1.38M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PNR	4.14K New	$68.28 - $85.44 $283K - $354K	4.14K $353K
NVT	3.9K New	$55.78 - $75.41 $217K - $294K	3.9K $293K
GM	5.19K New	$34.58 - $45.35 $180K - $236K	5.19K $235K
LYV	2.08K New	$87.41 - $106.81 $182K - $223K	2.08K $220K
LRCX	214 New	$731.08 - $994.57 $156K - $213K	214 $207K
ORLY	181 New	$925.4 - $1167.53 $167K - $211K	181 $204K

Top Sells

Reduced Positions

101 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KE	-121K - 26.12%	$19.88 - $26.35 $2.41M - $3.19M	342K $7.41M
MUB	-17.9K - 1.83%	$107.41 - $108.76 $1.92M - $1.94M	957K $103M
WGO	-35K - 9.13%	$62.88 - $74.0 $2.2M - $2.59M	348K $25.8M
VOO	-5.13K - 28.68%	$429.43 - $481.35 $2.2M - $2.47M	12.7K $6.13M
SPDW	-45.3K - 98.68%	$32.85 - $35.9 $1.49M - $1.62M	606 $21K
BRK-A	-4 - 33.33%	$545250.0 - $634440.0 $2.18M - $2.54M	8 $5.08M

Activity Summary All Purchases 105 New Holdings 9 Increased Positions 96 All Sells 101 Reductions 101 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Oxford Financial Group LTD, based on Form 13F filings with the SEC.

News

Stay updated on Oxford Financial Group LTD with notifications on news.