Oxford Financial Group LTD Purchases and Sells in Q4 2024

Oxford Financial Group LTD

$1.54 Billion
Q4 2024

Top Buys

Incresed Positions

69 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INFL	1.62M + 70.35%	$37.46 - $43.08 $60.8M - $69.9M	3.93M $150M
VTI	24.9K + 3.55%	$280.04 - $302.45 $6.98M - $7.54M	728K $211M
NVDA	15.3K + 11.25%	$117.0 - $148.88 $1.79M - $2.27M	151K $20.3M
IWL	24.9K + 436.28%	$138.92 - $149.97 $3.45M - $3.73M	30.6K $4.42M
VEA	47.9K + 168.74%	$47.57 - $52.44 $2.28M - $2.51M	76.2K $3.65M
SPY	1.81K + 3.75%	$567.81 - $607.81 $1.03M - $1.1M	50.1K $29.4M

New Holdings

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DOCU	18.2K New	$61.42 - $106.99 $1.12M - $1.95M	18.2K $1.64M
VRT	14.9K New	N/A	14.9K $1.29M
APP	3.63K New	$130.67 - $401.5 $475K - $1.46M	3.63K $1.18M
EME	2.41K New	$427.96 - $526.95 $1.03M - $1.27M	2.41K $1.09M
SYF	12K New	$49.01 - $68.55 $588K - $822K	12K $779K
GPS	29.4K New	N/A	29.4K $593K

Top Sells

Reduced Positions

124 operations

Stock	Shares change	Price Range	Shares Held	Trade History
REET	-2.49M - 97.81%	$23.43 - $26.54 $58.3M - $66M	55.6K $1.33M
LLY	-2.46K - 1.01%	$727.2 - $932.06 $1.79M - $2.3M	242K $187M
MSFT	-12.6K - 21.02%	$406.35 - $454.46 $5.12M - $5.72M	47.3K $19.9M
DSTL	-40.6K - 2.44%	$54.74 - $58.88 $2.22M - $2.39M	1.62M $89.2M
BRK-A	-6 - 75.0%	$664750.0 - $724132.5 $3.99M - $4.34M	2 $1.36M
MUB	-11.9K - 1.23%	$105.78 - $108.7 $1.26M - $1.3M	956K $102M

Activity Summary All Purchases 103 New Holdings 34 Increased Positions 69 All Sells 124 Reductions 124 Sold out 0 Calls 0 Puts 0

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