Beacon Pointe Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.5M | Sell |
157,750
-29,264
| -16% | -$6.4M | 0.36% | 54 |
|
|
2025
Q1 | $26.1M | Buy |
187,014
+37,361
| +25% | +$5.22M | 0.29% | 75 |
|
|
2024
Q4 | $24.9M | Sell |
149,653
-6,491
| -4% | -$1.08M | 0.28% | 80 |
|
|
2024
Q3 | $26.6M | Sell |
156,144
-4,489
| -3% | -$765K | 0.31% | 73 |
|
|
2024
Q2 | $22.7M | Sell |
160,633
-6,331
| -4% | -$894K | 0.27% | 82 |
|
|
2024
Q1 | $21M | Buy |
166,964
+3,020
| +2% | +$379K | 0.23% | 99 |
|
|
2023
Q4 | $17.3M | Sell |
163,944
-41,204
| -20% | -$4.34M | 0.21% | 116 |
|
|
2023
Q3 | $21.7M | Buy |
205,148
+122,736
| +149% | +$13M | 0.27% | 85 |
|
|
2023
Q2 | $9.81M | Sell |
82,412
-3,868
| -4% | -$461K | 0.16% | 127 |
|
|
2023
Q1 | $8.02M | Buy |
86,280
+8,094
| +10% | +$752K | 0.14% | 154 |
|
|
2022
Q4 | $6.39M | Buy |
78,186
+8,072
| +12% | +$660K | 0.12% | 165 |
|
|
2022
Q3 | $4.28M | Buy |
70,114
+835
| +1% | +$50.9K | 0.1% | 190 |
|
|
2022
Q2 | $4.83M | Sell |
69,279
-96,760
| -58% | -$6.75M | 0.1% | 186 |
|
|
2022
Q1 | $13.7M | Buy |
166,039
+101,093
| +156% | +$8.36M | 0.19% | 119 |
|
|
2021
Q4 | $5.66M | Buy |
64,946
+2,185
| +3% | +$191K | 0.15% | 130 |
|
|
2021
Q3 | $5.47M | Buy |
62,761
+4,502
| +8% | +$392K | 0.13% | 160 |
|
|
2021
Q2 | $4.54M | Buy |
58,259
+31,604
| +119% | +$2.46M | 0.16% | 127 |
|
|
2021
Q1 | $1.87M | Sell |
26,655
-2,688
| -9% | -$189K | 0.12% | 149 |
|
|
2020
Q4 | $1.9M | Buy |
29,343
+10,489
| +56% | +$678K | 0.13% | 134 |
|
|
2020
Q3 | $1.13M | Sell |
18,854
-8,981
| -32% | -$536K | 0.11% | 156 |
|
|
2020
Q2 | $1.54M | Buy |
27,835
+12,045
| +76% | +$666K | 0.15% | 127 |
|
|
2020
Q1 | $763K | Buy |
15,790
+9,283
| +143% | +$449K | 0.12% | 144 |
|
|
2019
Q4 | $347K | Sell |
6,507
-2,536
| -28% | -$135K | 0.11% | 157 |
|
|
2019
Q3 | $498K | Buy |
9,043
+422
| +5% | +$23.2K | 0.22% | 102 |
|
|
2019
Q2 | $491K | Sell |
8,621
-86,171
| -91% | -$4.91M | 0.18% | 118 |
|
|
2019
Q1 | $5.09M | Buy |
94,792
+83,025
| +706% | +$4.46M | 1.91% | 11 |
|
|
2018
Q4 | $533K | Buy |
+11,767
| New | +$533K | 0.32% | 89 |
|