KFP
KMG Fiduciary Partners’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9M | Buy |
72,606
+698
| +1% | +$153K | 1.18% | 14 |
|
|
2025
Q1 | $10.1M | Sell |
71,908
-8,495
| -11% | -$1.19M | 0.84% | 29 |
|
|
2024
Q4 | $13.4M | Sell |
80,403
-507
| -0.6% | -$84.5K | 1.11% | 18 |
|
|
2024
Q3 | $13.8M | Buy |
80,910
+2,559
| +3% | +$436K | 1.19% | 17 |
|
|
2024
Q2 | $11.1M | Buy |
78,351
+1,450
| +2% | +$205K | 1.09% | 19 |
|
|
2024
Q1 | $9.66M | Buy |
76,901
+6,647
| +9% | +$835K | 1% | 27 |
|
|
2023
Q4 | $7.41M | Buy |
70,254
+4,672
| +7% | +$493K | 0.86% | 29 |
|
|
2023
Q3 | $6.95M | Buy |
65,582
+3,315
| +5% | +$351K | 0.92% | 26 |
|
|
2023
Q2 | $7.42M | Buy |
62,267
+1,763
| +3% | +$210K | 0.96% | 25 |
|
|
2023
Q1 | $5.62M | Sell |
60,504
-3,081
| -5% | -$286K | 0.81% | 32 |
|
|
2022
Q4 | $5.2M | Buy |
63,585
+822
| +1% | +$67.2K | 0.85% | 30 |
|
|
2022
Q3 | $3.83M | Buy |
62,763
+24,038
| +62% | +$1.47M | 0.74% | 41 |
|
|
2022
Q2 | $2.71M | Buy |
38,725
+18,857
| +95% | +$1.32M | 0.5% | 52 |
|
|
2022
Q1 | $1.64M | Sell |
19,868
-8,636
| -30% | -$715K | 0.26% | 88 |
|
|
2021
Q4 | $2.49M | Buy |
28,504
+653
| +2% | +$57K | 0.38% | 67 |
|
|
2021
Q3 | $2.43M | Buy |
27,851
+13,402
| +93% | +$1.17M | 0.41% | 57 |
|
|
2021
Q2 | $1.13M | Buy |
14,449
+5,610
| +63% | +$437K | 0.2% | 96 |
|
|
2021
Q1 | $620K | Buy |
8,839
+704
| +9% | +$49.4K | 0.12% | 120 |
|
|
2020
Q4 | $512K | Buy |
8,135
+100
| +1% | +$6.29K | 0.11% | 120 |
|
|
2020
Q3 | $480K | Buy |
8,035
+170
| +2% | +$10.2K | 0.12% | 113 |
|
|
2020
Q2 | $435K | Sell |
7,865
-340
| -4% | -$18.8K | 0.12% | 98 |
|
|
2020
Q1 | $397K | Buy |
8,205
+1,122
| +16% | +$54.3K | 0.13% | 97 |
|
|
2019
Q4 | $375K | Hold |
7,083
| – | – | 0.11% | 96 |
|
|
2019
Q3 | $390K | Sell |
7,083
-35
| -0.5% | -$1.93K | 0.13% | 87 |
|
|
2019
Q2 | $406K | Hold |
7,118
| – | – | 0.15% | 81 |
|
|
2019
Q1 | $382K | Hold |
7,118
| – | – | 0.15% | 85 |
|
|
2018
Q4 | $321K | Buy |
+7,118
| New | +$321K | 0.15% | 79 |
|