Advisory Research’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Buy |
12,043
+3,966
| +49% | +$867K | 0.4% | 56 |
|
|
2025
Q1 | $1.13M | Buy |
8,077
+265
| +3% | +$37.1K | 0.2% | 102 |
|
|
2024
Q4 | $1.3M | Hold |
7,812
| – | – | 0.22% | 95 |
|
|
2024
Q3 | $1.33M | Sell |
7,812
-401
| -5% | -$68.3K | 0.24% | 96 |
|
|
2024
Q2 | $1.16M | Buy |
8,213
+994
| +14% | +$140K | 0.22% | 97 |
|
|
2024
Q1 | $907K | Sell |
7,219
-1,088
| -13% | -$137K | 0.18% | 104 |
|
|
2023
Q4 | $876K | Sell |
8,307
-6,023
| -42% | -$635K | 0.14% | 176 |
|
|
2023
Q3 | $1.52M | Sell |
14,330
-135
| -0.9% | -$14.3K | 0.21% | 138 |
|
|
2023
Q2 | $1.72M | Buy |
14,465
+6,672
| +86% | +$795K | 0.22% | 123 |
|
|
2023
Q1 | $724K | Sell |
7,793
-24,436
| -76% | -$2.27M | 0.12% | 203 |
|
|
2022
Q4 | $2.63M | Sell |
32,229
-76,139
| -70% | -$6.22M | 0.25% | 64 |
|
|
2022
Q3 | $6.62M | Buy |
108,368
+32,280
| +42% | +$1.97M | 0.65% | 34 |
|
|
2022
Q2 | $5.32M | Buy |
76,088
+11
| +0% | +$769 | 0.52% | 40 |
|
|
2022
Q1 | $6.29M | Sell |
76,077
-5,045
| -6% | -$417K | 0.5% | 42 |
|
|
2021
Q4 | $7.08M | Sell |
81,122
-1,104
| -1% | -$96.3K | 0.56% | 41 |
|
|
2021
Q3 | $7.16M | Buy |
82,226
+912
| +1% | +$79.5K | 0.46% | 65 |
|
|
2021
Q2 | $6.33M | Buy |
+81,314
| New | +$6.33M | 0.42% | 78 |
|
|
2014
Q2 | – | Sell |
-1,772
| Closed | -$72K | – | 574 |
|
|
2014
Q1 | $72K | Buy |
+1,772
| New | +$72K | ﹤0.01% | 427 |
|