Accredited Investors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.23M | Sell |
10,195
-511
| -5% | -$112K | 0.13% | 65 |
|
2025
Q1 | $1.5M | Sell |
10,706
-124
| -1% | -$17.3K | 0.09% | 72 |
|
2024
Q4 | $1.8M | Buy |
10,830
+255
| +2% | +$42.5K | 0.11% | 68 |
|
2024
Q3 | $1.8M | Buy |
10,575
+398
| +4% | +$67.8K | 0.1% | 70 |
|
2024
Q2 | $1.44M | Buy |
10,177
+47
| +0.5% | +$6.64K | 0.09% | 73 |
|
2024
Q1 | $1.27M | Sell |
10,130
-3,206
| -24% | -$403K | 0.08% | 81 |
|
2023
Q4 | $1.41M | Hold |
13,336
| – | – | 0.1% | 74 |
|
2023
Q3 | $1.41M | Buy |
13,336
+449
| +3% | +$47.6K | 0.11% | 66 |
|
2023
Q2 | $1.53M | Sell |
12,887
-2,352
| -15% | -$280K | 0.11% | 61 |
|
2023
Q1 | $1.42M | Sell |
15,239
-1,107
| -7% | -$103K | 0.11% | 61 |
|
2022
Q4 | $1.34M | Buy |
16,346
+360
| +2% | +$29.4K | 0.11% | 60 |
|
2022
Q3 | $976K | Buy |
15,986
+40
| +0.3% | +$2.44K | 0.11% | 70 |
|
2022
Q2 | $1.11M | Buy |
15,946
+578
| +4% | +$40.4K | 0.13% | 65 |
|
2022
Q1 | $1.27M | Buy |
15,368
+31
| +0.2% | +$2.56K | 0.11% | 66 |
|
2021
Q4 | $1.34M | Sell |
15,337
-400
| -3% | -$34.9K | 0.12% | 62 |
|
2021
Q3 | $1.37M | Sell |
15,737
-400
| -2% | -$34.8K | 0.15% | 50 |
|
2021
Q2 | $1.26M | Hold |
16,137
| – | – | 0.13% | 60 |
|
2021
Q1 | $1.13M | Sell |
16,137
-433
| -3% | -$30.4K | 0.15% | 61 |
|
2020
Q4 | $1.07M | Buy |
16,570
+333
| +2% | +$21.5K | 0.18% | 59 |
|
2020
Q3 | $969K | Sell |
16,237
-638
| -4% | -$38.1K | 0.2% | 58 |
|
2020
Q2 | $933K | Buy |
16,875
+117
| +0.7% | +$6.47K | 0.19% | 56 |
|
2020
Q1 | $810K | Sell |
16,758
-1,500
| -8% | -$72.5K | 0.19% | 54 |
|
2019
Q4 | $967K | Sell |
18,258
-267
| -1% | -$14.1K | 0.16% | 58 |
|
2019
Q3 | $1.02M | Sell |
18,525
-400
| -2% | -$22K | 0.2% | 50 |
|
2019
Q2 | $1.08M | Sell |
18,925
-100
| -0.5% | -$5.7K | 0.21% | 52 |
|
2019
Q1 | $1.02M | Sell |
19,025
-300
| -2% | -$16.1K | 0.21% | 52 |
|
2018
Q4 | $873K | Buy |
19,325
+2,785
| +17% | +$126K | 0.2% | 52 |
|
2018
Q3 | $853K | Sell |
16,540
-305
| -2% | -$15.7K | 0.21% | 42 |
|
2018
Q2 | $742K | Buy |
16,845
+181
| +1% | +$7.97K | 0.19% | 46 |
|
2018
Q1 | $762K | Sell |
16,664
-269
| -2% | -$12.3K | 0.21% | 41 |
|
2017
Q4 | $801K | Sell |
16,933
-3,602
| -18% | -$170K | 0.22% | 41 |
|
2017
Q3 | $993K | Buy |
20,535
+3,374
| +20% | +$163K | 0.27% | 38 |
|
2017
Q2 | $860K | Hold |
17,161
| – | – | 0.22% | 33 |
|
2017
Q1 | $766K | Buy |
17,161
+68
| +0.4% | +$3.04K | 0.19% | 39 |
|
2016
Q4 | $657K | Hold |
17,093
| – | – | 0.17% | 42 |
|
2016
Q3 | $671K | Sell |
17,093
-2,727
| -14% | -$107K | 0.18% | 40 |
|
2016
Q2 | $784K | Buy |
19,820
+1,985
| +11% | +$78.5K | 0.22% | 31 |
|
2016
Q1 | $730K | Buy |
17,835
+850
| +5% | +$34.8K | 0.19% | 35 |
|
2015
Q4 | $621K | Sell |
16,985
-2,078
| -11% | -$76K | 0.15% | 42 |
|
2015
Q3 | $689K | Sell |
19,063
-606
| -3% | -$21.9K | 0.19% | 36 |
|
2015
Q2 | $793K | Sell |
19,669
-7,579
| -28% | -$306K | 0.21% | 29 |
|
2015
Q1 | $1.18M | Sell |
27,248
-570
| -2% | -$24.6K | 0.3% | 23 |
|
2014
Q4 | $1.25M | Buy |
27,818
+1,375
| +5% | +$61.8K | 0.37% | 23 |
|
2014
Q3 | $1.01M | Hold |
26,443
| – | – | 0.31% | 25 |
|
2014
Q2 | $1.07M | Hold |
26,443
| – | – | 0.35% | 23 |
|
2014
Q1 | $1.08M | Hold |
26,443
| – | – | 0.36% | 23 |
|
2013
Q4 | $1.01M | Sell |
26,443
-652
| -2% | -$25K | 0.35% | 22 |
|
2013
Q3 | $899K | Hold |
27,095
| – | – | 0.33% | 22 |
|
2013
Q2 | $833K | Buy |
+27,095
| New | +$833K | 0.33% | 23 |
|