BFA
Bragg Financial Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.1M | Sell |
201,892
-4,248
| -2% | -$929K | 1.58% | 6 |
|
|
2025
Q1 | $28.8M | Sell |
206,140
-3,901
| -2% | -$545K | 1.19% | 12 |
|
|
2024
Q4 | $35M | Sell |
210,041
-5,626
| -3% | -$938K | 1.42% | 8 |
|
|
2024
Q3 | $36.7M | Sell |
215,667
-1,152
| -0.5% | -$196K | 1.51% | 5 |
|
|
2024
Q2 | $30.6M | Buy |
216,819
+208
| +0.1% | +$29.4K | 1.37% | 10 |
|
|
2024
Q1 | $27.2M | Buy |
216,611
+185
| +0.1% | +$23.2K | 1.22% | 11 |
|
|
2023
Q4 | $22.8M | Sell |
216,426
-1,563
| -0.7% | -$165K | 1.09% | 16 |
|
|
2023
Q3 | $23.1M | Sell |
217,989
-4,839
| -2% | -$513K | 1.22% | 11 |
|
|
2023
Q2 | $26.5M | Sell |
222,828
-649
| -0.3% | -$77.3K | 1.46% | 5 |
|
|
2023
Q1 | $20.8M | Sell |
223,477
-1,407
| -0.6% | -$131K | 1.23% | 7 |
|
|
2022
Q4 | $18.4M | Buy |
224,884
+287
| +0.1% | +$23.5K | 1.12% | 13 |
|
|
2022
Q3 | $13.7M | Buy |
224,597
+323
| +0.1% | +$19.7K | 0.95% | 25 |
|
|
2022
Q2 | $15.7M | Buy |
224,274
+3,829
| +2% | +$268K | 1.04% | 21 |
|
|
2022
Q1 | $18.2M | Buy |
220,445
+780
| +0.4% | +$64.5K | 1.06% | 17 |
|
|
2021
Q4 | $19.1M | Hold |
219,665
| – | – | 1.23% | 11 |
|
|
2021
Q3 | $19.1M | Buy |
219,665
+585
| +0.3% | +$51K | 1.23% | 11 |
|
|
2021
Q2 | $17.1M | Sell |
219,080
-959
| -0.4% | -$74.6K | 1.09% | 19 |
|
|
2021
Q1 | $15.4M | Buy |
220,039
+4,118
| +2% | +$289K | 1.04% | 23 |
|
|
2020
Q4 | $14M | Buy |
215,921
+6,487
| +3% | +$420K | 1.22% | 14 |
|
|
2020
Q3 | $12.5M | Buy |
209,434
+1,663
| +0.8% | +$99.3K | 1.28% | 14 |
|
|
2020
Q2 | $11.5M | Buy |
207,771
+9,583
| +5% | +$530K | 1.28% | 17 |
|
|
2020
Q1 | $9.58M | Buy |
198,188
+4,636
| +2% | +$224K | 1.29% | 17 |
|
|
2019
Q4 | $10.3M | Buy |
193,552
+1,985
| +1% | +$105K | 1.15% | 21 |
|
|
2019
Q3 | $10.5M | Buy |
191,567
+312
| +0.2% | +$17.2K | 1.28% | 15 |
|
|
2019
Q2 | $10.9M | Buy |
191,255
+1,060
| +0.6% | +$60.4K | 1.34% | 11 |
|
|
2019
Q1 | $10.2M | Buy |
190,195
+1,685
| +0.9% | +$90.5K | 1.33% | 11 |
|
|
2018
Q4 | $8.51M | Sell |
188,510
-1,270
| -0.7% | -$57.3K | 1.28% | 16 |
|
|
2018
Q3 | $9.79M | Buy |
189,780
+2,033
| +1% | +$105K | 1.32% | 11 |
|
|
2018
Q2 | $8.27M | Buy |
187,747
+2,390
| +1% | +$105K | 1.18% | 16 |
|
|
2018
Q1 | $8.48M | Buy |
185,357
+758
| +0.4% | +$34.7K | 1.24% | 13 |
|
|
2017
Q4 | $8.73M | Buy |
184,599
+2,302
| +1% | +$109K | 1.25% | 12 |
|
|
2017
Q3 | $8.81M | Buy |
182,297
+895
| +0.5% | +$43.3K | 1.35% | 6 |
|
|
2017
Q2 | $9.11M | Sell |
181,402
-7,786
| -4% | -$391K | 1.44% | 3 |
|
|
2017
Q1 | $8M | Buy |
189,188
+11,969
| +7% | +$506K | 1.28% | 4 |
|
|
2016
Q4 | $6.81M | Buy |
177,219
+2,084
| +1% | +$80.1K | 1.12% | 11 |
|
|
2016
Q3 | $6.88M | Buy |
175,135
+2,985
| +2% | +$117K | 1.23% | 9 |
|
|
2016
Q2 | $7.05M | Buy |
172,150
+1,675
| +1% | +$68.6K | 1.27% | 7 |
|
|
2016
Q1 | $6.97M | Buy |
170,475
+3,201
| +2% | +$131K | 1.34% | 4 |
|
|
2015
Q4 | $6.11M | Buy |
167,274
+1,615
| +1% | +$59K | 1.31% | 9 |
|
|
2015
Q3 | $5.98M | Buy |
165,659
+3
| +0% | +$108 | 1.43% | 3 |
|
|
2015
Q2 | $6.68M | Buy |
165,656
+9,825
| +6% | +$396K | 1.53% | 1 |
|
|
2015
Q1 | $6.72M | Buy |
155,831
+6,254
| +4% | +$270K | 1.55% | 1 |
|
|
2014
Q4 | $6.73M | Sell |
149,577
-2,760
| -2% | -$124K | 1.63% | 2 |
|
|
2014
Q3 | $5.83M | Sell |
152,337
-3,000
| -2% | -$115K | 1.47% | 6 |
|
|
2014
Q2 | $6.3M | Sell |
155,337
-3,459
| -2% | -$140K | 1.51% | 2 |
|
|
2014
Q1 | $6.5M | Buy |
158,796
+141
| +0.1% | +$5.77K | 1.59% | 2 |
|
|
2013
Q4 | $6.07M | Sell |
158,655
-671
| -0.4% | -$25.7K | 1.47% | 3 |
|
|
2013
Q3 | $5.29M | Buy |
159,326
+3,331
| +2% | +$110K | 1.37% | 7 |
|
|
2013
Q2 | $4.79M | Buy |
+155,995
| New | +$4.79M | 1.31% | 9 |
|