BEI
Benjamin Edwards Inc’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4M | Buy |
97,942
+3,495
| +4% | +$764K | 0.27% | 95 |
|
|
2025
Q1 | $13.2M | Buy |
94,447
+2,128
| +2% | +$298K | 0.18% | 130 |
|
|
2024
Q4 | $15.4M | Sell |
92,319
-282
| -0.3% | -$47K | 0.22% | 119 |
|
|
2024
Q3 | $15.8M | Buy |
92,601
+85,779
| +1,257% | +$14.6M | 0.23% | 113 |
|
|
2024
Q2 | $963K | Sell |
6,822
-110
| -2% | -$15.5K | 0.19% | 139 |
|
|
2024
Q1 | $871K | Buy |
6,932
+1,311
| +23% | +$165K | 0.17% | 141 |
|
|
2023
Q4 | $593K | Buy |
5,621
+1,386
| +33% | +$146K | 0.13% | 184 |
|
|
2023
Q3 | $449K | Buy |
4,235
+44
| +1% | +$4.67K | 0.11% | 195 |
|
|
2023
Q2 | $499K | Buy |
4,191
+344
| +9% | +$41K | 0.12% | 177 |
|
|
2023
Q1 | $357K | Sell |
3,847
-330
| -8% | -$30.6K | 0.09% | 209 |
|
|
2022
Q4 | $341K | Buy |
4,177
+442
| +12% | +$36.1K | 0.09% | 209 |
|
|
2022
Q3 | $228K | Sell |
3,735
-54
| -1% | -$3.3K | 0.07% | 236 |
|
|
2022
Q2 | $265K | Buy |
3,789
+217
| +6% | +$15.2K | 0.08% | 230 |
|
|
2022
Q1 | $295K | Buy |
3,572
+18
| +0.5% | +$1.49K | 0.09% | 231 |
|
|
2021
Q4 | $310K | Buy |
3,554
+1,337
| +60% | +$117K | 0.1% | 199 |
|
|
2021
Q3 | $193K | Buy |
2,217
+698
| +46% | +$60.8K | 0.12% | 181 |
|
|
2021
Q2 | $118K | Buy |
1,519
+92
| +6% | +$7.15K | 0.08% | 200 |
|
|
2021
Q1 | $100K | Buy |
+1,427
| New | +$100K | 0.08% | 202 |
|
|
2019
Q3 | – | Sell |
-50
| Closed | -$3K | – | 314 |
|
|
2019
Q2 | $3K | Hold |
50
| – | – | 0.01% | 281 |
|
|
2019
Q1 | $3K | Buy |
+50
| New | +$3K | 0.01% | 260 |
|