BFA
Beacon Financial Advisory’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
5,974
+1,191
| +25% | +$260K | 0.34% | 76 |
|
|
2025
Q1 | $669K | Buy |
4,783
+395
| +9% | +$55.2K | 0.2% | 129 |
|
|
2024
Q4 | $731K | Buy |
4,388
+96
| +2% | +$16K | 0.24% | 118 |
|
|
2024
Q3 | $731K | Sell |
4,292
-135
| -3% | -$23K | 0.25% | 120 |
|
|
2024
Q2 | $625K | Buy |
4,427
+164
| +4% | +$23.2K | 0.23% | 124 |
|
|
2024
Q1 | $535K | Buy |
4,263
+77
| +2% | +$9.67K | 0.26% | 112 |
|
|
2023
Q4 | $441K | Buy |
4,186
+1,135
| +37% | +$120K | 0.21% | 135 |
|
|
2023
Q3 | $323K | Buy |
3,051
+28
| +0.9% | +$2.97K | 0.18% | 155 |
|
|
2023
Q2 | $360K | Buy |
3,023
+83
| +3% | +$9.89K | 0.21% | 144 |
|
|
2023
Q1 | $273K | Buy |
2,940
+1
| +0% | +$93 | 0.17% | 159 |
|
|
2022
Q4 | $240K | Buy |
+2,939
| New | +$240K | 0.17% | 160 |
|
|
2022
Q3 | – | Sell |
-3,652
| Closed | -$255K | – | 208 |
|
|
2022
Q2 | $255K | Sell |
3,652
-3
| -0.1% | -$209 | 0.15% | 179 |
|
|
2022
Q1 | $302K | Buy |
3,655
+43
| +1% | +$3.55K | 0.14% | 176 |
|
|
2021
Q4 | $315K | Buy |
3,612
+103
| +3% | +$8.98K | 0.15% | 175 |
|
|
2021
Q3 | $306K | Sell |
3,509
-8,998
| -72% | -$785K | 0.16% | 165 |
|
|
2021
Q2 | $974K | Sell |
12,507
-421
| -3% | -$32.8K | 0.52% | 59 |
|
|
2021
Q1 | $907K | Buy |
12,928
+2,733
| +27% | +$192K | 0.52% | 63 |
|
|
2020
Q4 | $659K | Buy |
10,195
+357
| +4% | +$23.1K | 0.43% | 73 |
|
|
2020
Q3 | $587K | Buy |
+9,838
| New | +$587K | 0.51% | 57 |
|