BFG
Beacon Financial Group’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.52M | Sell |
25,227
-637
| -2% | -$139K | 0.57% | 46 |
|
|
2025
Q1 | $3.62M | Sell |
25,864
-1,375
| -5% | -$192K | 0.39% | 69 |
|
|
2024
Q4 | $4.54M | Sell |
27,239
-1,123
| -4% | -$187K | 0.49% | 54 |
|
|
2024
Q3 | $4.83M | Sell |
28,362
-843
| -3% | -$144K | 0.52% | 55 |
|
|
2024
Q2 | $4.12M | Sell |
29,205
-477
| -2% | -$67.4K | 0.47% | 57 |
|
|
2024
Q1 | $3.73M | Sell |
29,682
-781
| -3% | -$98.1K | 0.43% | 61 |
|
|
2023
Q4 | $3.21M | Buy |
30,463
+69
| +0.2% | +$7.28K | 0.39% | 70 |
|
|
2023
Q3 | $3.66M | Sell |
30,394
-1,408
| -4% | -$170K | 0.52% | 63 |
|
|
2023
Q2 | $3.75M | Sell |
31,802
-2,343
| -7% | -$276K | 0.51% | 67 |
|
|
2023
Q1 | $3.2M | Sell |
34,145
-7,517
| -18% | -$705K | 0.45% | 68 |
|
|
2022
Q4 | $3.41M | Buy |
41,662
+149
| +0.4% | +$12.2K | 0.46% | 66 |
|
|
2022
Q3 | $2.55M | Buy |
41,513
+14
| +0% | +$860 | 0.4% | 70 |
|
|
2022
Q2 | $2.91M | Sell |
41,499
-525
| -1% | -$36.8K | 0.43% | 72 |
|
|
2022
Q1 | $3.51M | Buy |
42,024
+745
| +2% | +$62.3K | 0.47% | 67 |
|
|
2021
Q4 | $3.63M | Buy |
41,279
+874
| +2% | +$76.8K | 0.47% | 66 |
|
|
2021
Q3 | $3.69M | Buy |
40,405
+408
| +1% | +$37.2K | 0.49% | 65 |
|
|
2021
Q2 | $3.55M | Buy |
39,997
+13
| +0% | +$1.15K | 0.5% | 66 |
|
|
2021
Q1 | $2.47M | Hold |
39,984
| – | – | 0.39% | 78 |
|
|
2020
Q4 | $2.47M | Buy |
39,984
+1,325
| +3% | +$81.8K | 0.39% | 79 |
|
|
2020
Q3 | $2.31M | Sell |
38,659
-222
| -0.6% | -$13.3K | 0.41% | 74 |
|
|
2020
Q2 | $2.13M | Buy |
38,881
+2,587
| +7% | +$142K | 0.41% | 71 |
|
|
2020
Q1 | $1.83M | Sell |
36,294
-666
| -2% | -$33.5K | 0.4% | 72 |
|
|
2019
Q4 | $1.96M | Buy |
36,960
+1,884
| +5% | +$99.8K | 0.25% | 87 |
|
|
2019
Q3 | $1.9M | Sell |
35,076
-506
| -1% | -$27.4K | 0.32% | 85 |
|
|
2019
Q2 | $2.03M | Sell |
35,582
-10,400
| -23% | -$592K | 0.35% | 79 |
|
|
2019
Q1 | $2.47K | Sell |
45,982
-14,322
| -24% | -$769 | 0.4% | 70 |
|
|
2018
Q4 | $2.7M | Sell |
60,304
-1,900
| -3% | -$85.2K | 0.51% | 60 |
|
|
2018
Q3 | $3.21M | Sell |
62,204
-1,150
| -2% | -$59.3K | 0.54% | 60 |
|
|
2018
Q2 | $2.79M | Buy |
63,354
+7,866
| +14% | +$347K | 0.47% | 63 |
|
|
2018
Q1 | $2.54M | Buy |
55,488
+192
| +0.3% | +$8.79K | 0.43% | 66 |
|
|
2017
Q4 | $2.61M | Buy |
55,296
+542
| +1% | +$25.6K | 0.46% | 61 |
|
|
2017
Q3 | $2.65M | Buy |
54,754
+233
| +0.4% | +$11.3K | 0.48% | 57 |
|
|
2017
Q2 | $2.74M | Buy |
54,521
+4,245
| +8% | +$213K | 0.52% | 53 |
|
|
2017
Q1 | $2.25M | Buy |
50,276
+2,688
| +6% | +$120K | 0.43% | 59 |
|
|
2016
Q4 | $1.83M | Buy |
47,588
+4,847
| +11% | +$186K | 0.37% | 62 |
|
|
2016
Q3 | $1.67M | Buy |
42,741
+2,604
| +6% | +$102K | 0.35% | 63 |
|
|
2016
Q2 | $1.63M | Buy |
40,137
+25,841
| +181% | +$1.05M | 0.36% | 57 |
|
|
2016
Q1 | $585K | Buy |
14,296
+183
| +1% | +$7.49K | 0.13% | 105 |
|
|
2015
Q4 | $521K | Buy |
14,113
+1,477
| +12% | +$54.5K | 0.12% | 109 |
|
|
2015
Q3 | $449K | Sell |
12,636
-4,066
| -24% | -$144K | 0.11% | 114 |
|
|
2015
Q2 | $675K | Buy |
16,702
+5,110
| +44% | +$207K | 0.15% | 90 |
|
|
2015
Q1 | $504K | Buy |
11,592
+886
| +8% | +$38.5K | 0.11% | 103 |
|
|
2014
Q4 | $485K | Buy |
10,706
+166
| +2% | +$7.52K | 0.1% | 116 |
|
|
2014
Q3 | $405K | Sell |
10,540
-22
| -0.2% | -$845 | 0.09% | 130 |
|
|
2014
Q2 | $428K | Sell |
10,562
-164
| -2% | -$6.65K | 0.09% | 126 |
|
|
2014
Q1 | $424K | Sell |
10,726
-359
| -3% | -$14.2K | 0.09% | 124 |
|
|
2013
Q4 | $421K | Buy |
11,085
+1,058
| +11% | +$40.2K | 0.08% | 140 |
|
|
2013
Q3 | $339K | Buy |
+10,027
| New | +$339K | 0.07% | 142 |
|