A detailed history of Oxford Financial Group LTD transactions in Financial Sector Spdr stock. As of the latest transaction made, Oxford Financial Group LTD holds 11,780 shares of XLF stock, worth $599,013. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,780
Previous 11,779 0.01%
Holding current value
$599,013
Previous $484,000 10.12%
% of portfolio
0.03%
Previous 0.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$40.84 - $45.74 $40 - $45
1 Added 0.01%
11,780 $533,000
Q2 2024

Aug 13, 2024

BUY
$39.59 - $42.49 $79 - $84
2 Added 0.02%
11,779 $484,000
Q1 2024

May 13, 2024

SELL
$37.27 - $42.12 $50,761 - $57,367
-1,362 Reduced 10.37%
11,777 $496,000
Q4 2023

Feb 14, 2024

BUY
$31.45 - $37.72 $42,897 - $51,450
1,364 Added 11.58%
13,139 $494,000
Q3 2023

Nov 13, 2023

BUY
$33.17 - $35.6 $6,302 - $6,764
190 Added 1.64%
11,775 $390,000
Q1 2023

May 12, 2023

BUY
$30.98 - $37.0 $2,509 - $2,997
81 Added 0.7%
11,585 $372,000
Q3 2022

Nov 02, 2022

SELL
$30.36 - $35.81 $236,200 - $278,601
-7,780 Reduced 40.34%
11,504 $349,000
Q2 2022

Aug 11, 2022

SELL
$30.84 - $38.22 $163,020 - $202,030
-5,286 Reduced 21.51%
19,284 $606,000
Q1 2022

May 13, 2022

SELL
$35.66 - $41.42 $216,420 - $251,377
-6,069 Reduced 19.81%
24,570 $942,000
Q4 2021

Feb 10, 2022

BUY
$37.54 - $40.62 $418,721 - $453,075
11,154 Added 57.24%
30,639 $1.2 Million
Q3 2021

Nov 12, 2021

BUY
$35.11 - $39.0 $114,107 - $126,750
3,250 Added 20.02%
19,485 $731,000
Q4 2019

Feb 10, 2020

BUY
$26.78 - $30.94 $434,773 - $502,310
16,235 New
16,235 $500,000
Q1 2018

May 03, 2018

SELL
N/A
-16,235 Closed
0 $0
Q4 2017

Feb 01, 2018

BUY
N/A
16,235
16,235 $453,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
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More about XLF
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