BFO
Boston Family Office’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Buy |
14,532
+115
| +0.8% | +$25.1K | 0.21% | 93 |
|
|
2025
Q1 | $2.02M | Buy |
14,417
+410
| +3% | +$57.3K | 0.14% | 111 |
|
|
2024
Q4 | $2.33M | Sell |
14,007
-502
| -3% | -$83.6K | 0.16% | 102 |
|
|
2024
Q3 | $2.47M | Sell |
14,509
-250
| -2% | -$42.6K | 0.17% | 102 |
|
|
2024
Q2 | $2.08M | Sell |
14,759
-3,761
| -20% | -$531K | 0.15% | 108 |
|
|
2024
Q1 | $2.33M | Sell |
18,520
-1,201
| -6% | -$151K | 0.17% | 103 |
|
|
2023
Q4 | $2.08M | Sell |
19,721
-762
| -4% | -$80.3K | 0.16% | 110 |
|
|
2023
Q3 | $2.17M | Buy |
20,483
+2,067
| +11% | +$219K | 0.18% | 101 |
|
|
2023
Q2 | $2.19M | Sell |
18,416
-810
| -4% | -$96.5K | 0.17% | 106 |
|
|
2023
Q1 | $1.79M | Sell |
19,226
-2,823
| -13% | -$262K | 0.14% | 116 |
|
|
2022
Q4 | $1.8M | Buy |
22,049
+286
| +1% | +$23.4K | 0.15% | 116 |
|
|
2022
Q3 | $1.33M | Buy |
21,763
+1
| +0% | +$61 | 0.12% | 126 |
|
|
2022
Q2 | $1.52M | Hold |
21,762
| – | – | 0.13% | 117 |
|
|
2022
Q1 | $1.8M | Sell |
21,762
-400
| -2% | -$33.1K | 0.13% | 117 |
|
|
2021
Q4 | $1.93M | Sell |
22,162
-623
| -3% | -$54.3K | 0.13% | 120 |
|
|
2021
Q3 | $1.99M | Sell |
22,785
-1,049
| -4% | -$91.4K | 0.14% | 115 |
|
|
2021
Q2 | $1.86M | Sell |
23,834
-214
| -0.9% | -$16.7K | 0.13% | 121 |
|
|
2021
Q1 | $1.69M | Sell |
24,048
-2,055
| -8% | -$144K | 0.13% | 129 |
|
|
2020
Q4 | $1.69M | Sell |
26,103
-3,527
| -12% | -$228K | 0.13% | 122 |
|
|
2020
Q3 | $1.77M | Sell |
29,630
-4,598
| -13% | -$275K | 0.16% | 107 |
|
|
2020
Q2 | $1.89M | Sell |
34,228
-7,791
| -19% | -$431K | 0.18% | 105 |
|
|
2020
Q1 | $2.03M | Sell |
42,019
-6,929
| -14% | -$335K | 0.24% | 94 |
|
|
2019
Q4 | $2.59M | Sell |
48,948
-1,968
| -4% | -$104K | 0.25% | 92 |
|
|
2019
Q3 | $2.8M | Sell |
50,916
-1,415
| -3% | -$77.9K | 0.29% | 88 |
|
|
2019
Q2 | $2.98M | Sell |
52,331
-5,459
| -9% | -$311K | 0.31% | 83 |
|
|
2019
Q1 | $3.1M | Sell |
57,790
-19,775
| -25% | -$1.06M | 0.34% | 83 |
|
|
2018
Q4 | $3.5M | Sell |
77,565
-23,459
| -23% | -$1.06M | 0.44% | 66 |
|
|
2018
Q3 | $5.21M | Sell |
101,024
-22,437
| -18% | -$1.16M | 0.55% | 56 |
|
|
2018
Q2 | $5.44M | Sell |
123,461
-121,348
| -50% | -$5.35M | 0.62% | 56 |
|
|
2018
Q1 | $11.2M | Sell |
244,809
-5,397
| -2% | -$247K | 1.28% | 19 |
|
|
2017
Q4 | $11.8M | Sell |
250,206
-2,290
| -0.9% | -$108K | 1.3% | 18 |
|
|
2017
Q3 | $12.2M | Buy |
252,496
+547
| +0.2% | +$26.4K | 1.39% | 18 |
|
|
2017
Q2 | $12.6M | Buy |
251,949
+9,810
| +4% | +$492K | 1.5% | 16 |
|
|
2017
Q1 | $10.8M | Sell |
242,139
-2,150
| -0.9% | -$95.9K | 1.33% | 21 |
|
|
2016
Q4 | $9.39M | Sell |
244,289
-425
| -0.2% | -$16.3K | 1.22% | 23 |
|
|
2016
Q3 | $9.61M | Sell |
244,714
-1,975
| -0.8% | -$77.6K | 1.25% | 26 |
|
|
2016
Q2 | $10.1M | Hold |
246,689
| – | – | 1.31% | 22 |
|
|
2016
Q1 | $10.1M | Sell |
246,689
-8,137
| -3% | -$333K | 1.33% | 22 |
|
|
2015
Q4 | $9.31M | Sell |
254,826
-300
| -0.1% | -$11K | 1.27% | 22 |
|
|
2015
Q3 | $9.22M | Sell |
255,126
-7,200
| -3% | -$260K | 1.28% | 21 |
|
|
2015
Q2 | $10.6M | Sell |
262,326
-9,005
| -3% | -$363K | 1.33% | 18 |
|
|
2015
Q1 | $11.7M | Sell |
271,331
-750
| -0.3% | -$32.4K | 1.45% | 15 |
|
|
2014
Q4 | $12.2M | Sell |
272,081
-1,815
| -0.7% | -$81.6K | 1.52% | 13 |
|
|
2014
Q3 | $10.5M | Sell |
273,896
-704
| -0.3% | -$27K | 1.35% | 16 |
|
|
2014
Q2 | $11.1M | Sell |
274,600
-5,965
| -2% | -$242K | 1.41% | 17 |
|
|
2014
Q1 | $11.5M | Sell |
280,565
-6,943
| -2% | -$284K | 1.52% | 13 |
|
|
2013
Q4 | $11M | Sell |
287,508
-2,857
| -1% | -$109K | 1.45% | 12 |
|
|
2013
Q3 | $9.63M | Sell |
290,365
-4,408
| -1% | -$146K | 1.37% | 16 |
|
|
2013
Q2 | $9.05M | Buy |
+294,773
| New | +$9.05M | 1.37% | 13 |
|