Oxford Financial Group LTD Sells in Q3 2024

Oxford Financial Group LTD

  • $1.58 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
STZ
Constellation Brands, Inc.

Consumer Defensive
-366
- 20.84%
$236.42 - $259.82 $86.5K - $95.1K
1.39K $358K
CMCSA
Comcast Corp

Communication Services
-2.62K
- 30.88%
$37.33 - $41.78 $97.8K - $109K
5.86K $244K
XLV
Select Sector Spdr Fund Health

ETFs
-555
- 60.66%
$143.3 - $157.24 $79.5K - $87.3K
360 $55K
PGR
Progressive Corp

Financial Services
-750
- 29.26%
$209.46 - $259.24 $157K - $194K
1.81K $460K
CE
Celanese Corp

Basic Materials
-550
- 17.1%
$119.16 - $147.51 $65.5K - $81.1K
2.67K $362K
DIS
Walt Disney CO

Communication Services
-542
- 9.25%
$85.6 - $98.61 $46.4K - $53.4K
5.32K $511K
AOA
Ishares Tr Core Aggressive All

ETFs
-1.23K
- 14.76%
$72.11 - $79.05 $88.6K - $97.1K
7.09K $559K
SO
Southern CO

Utilities
-1.43K
- 26.87%
$77.0 - $90.52 $110K - $129K
3.89K $350K
DHR
Danaher Corp

Healthcare
-422
- 19.29%
$239.25 - $280.76 $101K - $118K
1.77K $490K
TYL
Tyler Technologies Inc

Technology
-190
- 27.82%
$499.52 - $595.46 $94.9K - $113K
493 $287K
ECL
Ecolab Inc.

Basic Materials
-308
- 18.92%
$228.86 - $255.76 $70.5K - $78.8K
1.32K $336K
DUK
Duke Energy Corp

Utilities
-804
- 27.9%
$99.35 - $117.71 $79.9K - $94.6K
2.08K $239K
CSX
Csx Corp

Industrials
-1.69K
- 18.43%
$32.48 - $35.45 $54.9K - $59.9K
7.48K $258K
LYV
Live Nation Entertainment, Inc.

Communication Services
-855
- 28.98%
$88.06 - $109.5 $75.3K - $93.6K
2.1K $229K
VV
Vanguard Large Cap ETF

ETFs
-644
- 7.12%
$236.92 - $263.4 $153K - $170K
8.4K $2.21M
MPC
Marathon Petroleum Corp

Energy
-151
- 7.89%
$158.61 - $180.75 $24K - $27.3K
1.76K $287K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-674
- 24.24%
$156.14 - $187.2 $105K - $126K
2.11K $389K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-842
- 74.65%
$50.99 - $57.81 $42.9K - $48.7K
286 $16K
BP
Bp PLC

Energy
-88
- 1.05%
$30.78 - $37.05 $2.71K - $3.26K
8.27K $259K
ADBE
Adobe Inc.

Technology
-11
- 1.14%
$508.13 - $586.55 $5.59K - $6.45K
952 $492K
WFC
Wells Fargo & Company

Financial Services
-222
- 3.17%
$51.58 - $60.97 $11.5K - $13.5K
6.79K $383K
PM
Philip Morris International Inc.

Consumer Defensive
-956
- 23.25%
$101.25 - $127.45 $96.8K - $122K
3.16K $383K
V
Visa Inc.

Financial Services
-315
- 7.36%
$253.74 - $291.56 $79.9K - $91.8K
3.97K $1.09M
BMY
Bristol Myers Squibb CO

Healthcare
-2.04K
- 28.61%
$39.66 - $51.75 $80.8K - $105K
5.09K $263K
EOG
Eog Resources Inc

Energy
-168
- 6.5%
$117.9 - $132.65 $19.8K - $22.3K
2.42K $297K
QNST
Quinstreet, Inc

Communication Services
-5.36K
- 18.32%
$15.41 - $20.17 $82.6K - $108K
23.9K $457K
CI
Cigna Corp

Healthcare
-115
- 11.32%
$319.12 - $367.1 $36.7K - $42.2K
901 $312K
SWKS
Skyworks Solutions, Inc.

Technology
-18
- 0.71%
$96.22 - $120.68 $1.73K - $2.17K
2.5K $246K
NSC
Norfolk Southern Corp

Industrials
-313
- 19.2%
$213.75 - $259.69 $66.9K - $81.3K
1.32K $327K
XLE
Energy Sector Spdr

ETFs
-230
- 89.49%
$84.35 - $93.39 $19.4K - $21.5K
27 $2K
IEMG
Ishares Inc

ETFs
-400
- 9.03%
$53.64 - $53.64 $21.5K - $21.5K
4.03K $216K
ABBV
Abb Vie Inc.

Healthcare
-1K
- 14.5%
$163.84 - $199.33 $164K - $200K
5.91K $1.17M
BDX
Becton Dickinson & CO

Healthcare
-109
- 9.79%
$221.47 - $242.41 $24.1K - $26.4K
1K $242K
FRME
First Merchants Corp

Financial Services
-1.22K
- 16.63%
$32.38 - $41.35 $39.5K - $50.5K
6.12K $227K
SYK
Stryker Corp

Healthcare
-144
- 8.26%
$315.94 - $371.96 $45.5K - $53.6K
1.6K $577K
ATSG
Air Transport Services Group, Inc.

Industrials
-2.62K
- 18.89%
$13.23 - $16.86 $34.7K - $44.2K
11.3K $182K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.98K
- 9.24%
$41.9 - $48.26 $125K - $144K
29.3K $1.4M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-106
- 90.6%
$85.84 - $85.84 $9.1K - $9.1K
11 $0
KMI
Kinder Morgan, Inc.

Energy
-2.61K
- 11.68%
$19.72 - $22.22 $51.5K - $58K
19.7K $436K
VOX
Vanguard Communication Service

ETFs
-47
- 90.38%
$129.82 - $145.39 $6.1K - $6.83K
5 $0
EFV
Msci Eafe Value ETF

ETFs
-112
- 89.6%
$51.72 - $57.96 $5.79K - $6.49K
13 $0
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-108
- 8.23%
$386.81 - $423.12 $41.8K - $45.7K
1.21K $509K
MCHI
Ishares Msci China ETF

ETFs
-91
- 90.1%
$40.43 - $50.98 $3.68K - $4.64K
10 $0
VFH
Vanguard Financial ETF

ETFs
-33
- 91.67%
$99.27 - $111.21 $3.28K - $3.67K
3 $0
VDC
Vanguard Consumer Staples ETF

ETFs
-22
- 25.29%
$201.77 - $221.32 $4.44K - $4.87K
65 $14K
RTX
Raytheon Technologies Corp

Industrials
-971
- 17.24%
$99.55 - $123.34 $96.7K - $120K
4.66K $564K
CVS
Cvs Health Corp

Healthcare
-209
- 5.84%
$55.81 - $63.18 $11.7K - $13.2K
3.37K $211K
Ge Vernova Inc
-57
- 2.22%
N/A
2.51K $0
HD
Home Depot, Inc.

Consumer Cyclical
-627
- 15.03%
$333.64 - $405.2 $209K - $254K
3.55K $1.44M
Activity Summary
Buys All Purchases 42 New Holdings 12 Increased Positions 30 Sells All Sells 169 Reductions 169 Sold out 0 Options Calls 0 Puts 0
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