8 is the total number of securities Oakhurst Advisors,LLC has owned. The longest Oakhurst Advisors,LLC has owned a single stock is 7 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SPY | SPDR S&P 500 ETF TR | 7 | 7 | 21.56% | 33.58% | 45.68% | Q2 2021 | Q4 2022 | 7 |
BSCO | INVESCO EXCH TRD SLF I... | 7 | 7 | 4.40% | 20.04% | 39.36% | Q2 2021 | Q4 2022 | 7 |
SPY | SPDR S&P 500 ETF TR | 5 | 1 | 0.36% | 32.05% | 50.09% | Q2 2021 | Q4 2022 | 6 |
SPY | SPDR S&P 500 ETF TR | 5 | 1 | 0.36% | 7.18% | 11.22% | Q2 2021 | Q4 2022 | 6 |
BSCN | INVESCO EXCH TRD SLF I... | 5 | 5 | 5.84% | 9.51% | 11.32% | Q2 2021 | Q2 2022 | 5 |
BSCM | INVESCO EXCH TRD SLF I... | 3 | 3 | 2.96% | 3.50% | 3.94% | Q2 2021 | Q4 2021 | 3 |
NEE | NEXTERA ENERGY INC | 2 | 2 | 14.96% | 15.33% | 15.70% | Q3 2022 | Q4 2022 | 2 |
BSCL | INVESCO EXCH TRD SLF I... | 2 | 2 | 0.29% | 0.30% | 0.32% | Q2 2021 | Q3 2021 | 2 |
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The securities at the top of the list , including SPDR S&P 500 ETF TR, INVESCO EXCH TRD SLF IDX FD, and SPDR S&P 500 ETF TR, are the highest-conviction holdings of Oakhurst Advisors,LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Oakhurst Advisors,LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Oakhurst Advisors,LLC owns currently or has owned in the past.