Allen Capital Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Buy |
3,235
+294
| +10% | +$64.3K | 0.07% | 147 |
|
|
2025
Q1 | $411K | Buy |
2,941
+1,441
| +96% | +$201K | 0.05% | 182 |
|
|
2024
Q4 | $250K | Buy |
1,500
+22
| +1% | +$3.67K | 0.03% | 201 |
|
|
2024
Q3 | $252K | Buy |
+1,478
| New | +$252K | 0.03% | 203 |
|
|
2021
Q2 | – | Sell |
-2,894
| Closed | -$203K | – | 154 |
|
|
2021
Q1 | $203K | Buy |
+2,894
| New | +$203K | 0.04% | 144 |
|
|
2020
Q2 | – | Sell |
-4,746
| Closed | -$229K | – | 130 |
|
|
2020
Q1 | $229K | Sell |
4,746
-6,733
| -59% | -$325K | 0.07% | 109 |
|
|
2019
Q4 | $608K | Buy |
11,479
+391
| +4% | +$20.7K | 0.16% | 90 |
|
|
2019
Q3 | $605K | Buy |
+11,088
| New | +$605K | 0.19% | 84 |
|