Beacon Investment Advisory Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Sell |
8,495
-260
| -3% | -$56.8K | 0.08% | 113 |
|
|
2025
Q1 | $1.22M | Buy |
8,755
+748
| +9% | +$105K | 0.06% | 122 |
|
|
2024
Q4 | $1.33M | Buy |
8,007
+177
| +2% | +$29.5K | 0.06% | 125 |
|
|
2024
Q3 | $1.33M | Buy |
7,830
+95
| +1% | +$16.2K | 0.06% | 131 |
|
|
2024
Q2 | $1.09M | Buy |
7,735
+2,120
| +38% | +$299K | 0.05% | 132 |
|
|
2024
Q1 | $705K | Sell |
5,615
-26
| -0.5% | -$3.27K | 0.03% | 155 |
|
|
2023
Q4 | $595K | Sell |
5,641
-18,991
| -77% | -$2M | 0.03% | 169 |
|
|
2023
Q3 | $2.61M | Sell |
24,632
-19
| -0.1% | -$2.01K | 0.13% | 110 |
|
|
2023
Q2 | $2.94M | Buy |
24,651
+19,000
| +336% | +$2.26M | 0.14% | 115 |
|
|
2023
Q1 | $525K | Sell |
5,651
-98
| -2% | -$9.11K | 0.03% | 180 |
|
|
2022
Q4 | $470K | Buy |
5,749
+271
| +5% | +$22.2K | 0.02% | 191 |
|
|
2022
Q3 | $335K | Buy |
5,478
+137
| +3% | +$8.38K | 0.02% | 223 |
|
|
2022
Q2 | $373K | Buy |
5,341
+658
| +14% | +$46K | 0.02% | 219 |
|
|
2022
Q1 | $388K | Hold |
4,683
| – | – | 0.02% | 231 |
|
|
2021
Q4 | $408K | Buy |
4,683
+315
| +7% | +$27.4K | 0.02% | 232 |
|
|
2021
Q3 | $381K | Sell |
4,368
-1,010
| -19% | -$88.1K | 0.02% | 230 |
|
|
2021
Q2 | $419K | Sell |
5,378
-62
| -1% | -$4.83K | 0.02% | 226 |
|
|
2021
Q1 | $382K | Sell |
5,440
-237
| -4% | -$16.6K | 0.02% | 226 |
|
|
2020
Q4 | $367K | Buy |
5,677
+193
| +4% | +$12.5K | 0.02% | 211 |
|
|
2020
Q3 | $327K | Sell |
5,484
-206
| -4% | -$12.3K | 0.02% | 198 |
|
|
2020
Q2 | $315K | Sell |
5,690
-44
| -0.8% | -$2.44K | 0.02% | 191 |
|
|
2020
Q1 | $277K | Sell |
5,734
-1,740
| -23% | -$84.1K | 0.02% | 201 |
|
|
2019
Q4 | $396K | Buy |
7,474
+1,618
| +28% | +$85.7K | 0.02% | 199 |
|
|
2019
Q3 | $322K | Buy |
5,856
+975
| +20% | +$53.6K | 0.03% | 190 |
|
|
2019
Q2 | $278K | Hold |
4,881
| – | – | 0.03% | 194 |
|
|
2019
Q1 | $262K | Sell |
4,881
-20,654
| -81% | -$1.11M | 0.03% | 201 |
|
|
2018
Q4 | $1.15M | Sell |
25,535
-149
| -0.6% | -$6.73K | 0.13% | 110 |
|
|
2018
Q3 | $1.32M | Sell |
25,684
-170
| -0.7% | -$8.76K | 0.13% | 107 |
|
|
2018
Q2 | $1.14M | Buy |
25,854
+573
| +2% | +$25.2K | 0.12% | 112 |
|
|
2018
Q1 | $1.16M | Buy |
25,281
+20,025
| +381% | +$916K | 0.12% | 109 |
|
|
2017
Q4 | $249K | Sell |
5,256
-3,586
| -41% | -$170K | 0.03% | 219 |
|
|
2017
Q3 | $427K | Buy |
+8,842
| New | +$427K | 0.04% | 190 |
|