AE Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.6M | Buy |
190,487
+113,371
| +147% | +$24.8M | 0.3% | 86 |
|
|
2025
Q1 | $10.8M | Buy |
77,116
+15,556
| +25% | +$2.17M | 0.09% | 231 |
|
|
2024
Q4 | $10.3M | Buy |
61,560
+3,416
| +6% | +$569K | 0.09% | 240 |
|
|
2024
Q3 | $9.91M | Buy |
58,144
+2,110
| +4% | +$360K | 0.09% | 239 |
|
|
2024
Q2 | $7.91M | Buy |
56,034
+27,685
| +98% | +$3.91M | 0.08% | 258 |
|
|
2024
Q1 | $3.56M | Sell |
28,349
-162,052
| -85% | -$20.4M | 0.04% | 371 |
|
|
2023
Q4 | $21.8M | Buy |
190,401
+59,657
| +46% | +$6.84M | 0.11% | 208 |
|
|
2023
Q3 | $13.8M | Sell |
130,744
-1,058
| -0.8% | -$112K | 0.08% | 292 |
|
|
2023
Q2 | $15.7M | Buy |
131,802
+4,617
| +4% | +$550K | 0.09% | 257 |
|
|
2023
Q1 | $11.8M | Sell |
127,185
-6,676
| -5% | -$620K | 0.08% | 314 |
|
|
2022
Q4 | $10.9M | Buy |
133,861
+14,140
| +12% | +$1.16M | 0.08% | 298 |
|
|
2022
Q3 | $7.31M | Sell |
119,721
-11,221
| -9% | -$685K | 0.06% | 348 |
|
|
2022
Q2 | $9.15M | Buy |
130,942
+11,827
| +10% | +$826K | 0.07% | 291 |
|
|
2022
Q1 | $9.85M | Buy |
119,115
+22,272
| +23% | +$1.84M | 0.07% | 286 |
|
|
2021
Q4 | $8.45M | Buy |
96,843
+15,765
| +19% | +$1.37M | 0.06% | 307 |
|
|
2021
Q3 | $7.06M | Sell |
81,078
-4,765
| -6% | -$415K | 0.06% | 297 |
|
|
2021
Q2 | $6.68M | Buy |
85,843
+12,294
| +17% | +$957K | 0.06% | 302 |
|
|
2021
Q1 | $5.16M | Buy |
73,549
+32,361
| +79% | +$2.27M | 0.05% | 306 |
|
|
2020
Q4 | $2.66M | Sell |
41,188
-352
| -0.8% | -$22.8K | 0.03% | 413 |
|
|
2020
Q3 | $2.48M | Sell |
41,540
-6,086
| -13% | -$363K | 0.04% | 377 |
|
|
2020
Q2 | $2.63M | Buy |
47,626
+5,819
| +14% | +$322K | 0.04% | 336 |
|
|
2020
Q1 | $2.02M | Sell |
41,807
-587
| -1% | -$28.4K | 0.05% | 311 |
|
|
2019
Q4 | $2.25M | Buy |
42,394
+8,741
| +26% | +$463K | 0.05% | 318 |
|
|
2019
Q3 | $1.85M | Buy |
33,653
+149
| +0.4% | +$8.2K | 0.05% | 294 |
|
|
2019
Q2 | $1.91M | Buy |
33,504
+13,382
| +67% | +$762K | 0.06% | 254 |
|
|
2019
Q1 | $1.08M | Sell |
20,122
-1,210
| -6% | -$65K | 0.08% | 205 |
|
|
2018
Q4 | $963K | Sell |
21,332
-3,068
| -13% | -$139K | 0.16% | 151 |
|
|
2018
Q3 | $1.26M | Sell |
24,400
-603
| -2% | -$31.1K | 0.07% | 185 |
|
|
2018
Q2 | $1.1M | Sell |
25,003
-3,183
| -11% | -$140K | 0.08% | 155 |
|
|
2018
Q1 | $1.29M | Buy |
28,186
+4,210
| +18% | +$193K | 0.1% | 130 |
|
|
2017
Q4 | $1.13M | Buy |
23,976
+2,992
| +14% | +$142K | 0.1% | 142 |
|
|
2017
Q3 | $1.02M | Buy |
20,984
+5,901
| +39% | +$285K | 0.09% | 142 |
|
|
2017
Q2 | $756K | Buy |
15,083
+4,718
| +46% | +$236K | 0.09% | 185 |
|
|
2017
Q1 | $462K | Buy |
10,365
+3,302
| +47% | +$147K | 0.09% | 180 |
|
|
2016
Q4 | $272K | Buy |
+7,063
| New | +$272K | 0.11% | 158 |
|