Allen Investment Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.98M | Buy |
13,486
+320
| +2% | +$52K | 0.02% | 124 |
|
|
2025
Q4 | $2.57M | Buy |
13,166
+6,717
| +104% | +$1.6M | 0.03% | 117 |
|
|
2025
Q3 | $1.81M | Hold |
6,449
| – | – | 0.02% | 119 |
|
|
2025
Q2 | $1.41M | Hold |
6,449
| – | – | 0.02% | 125 |
|
|
2025
Q1 | $902K | Hold |
6,449
| – | – | 0.01% | 141 |
|
|
2024
Q4 | $1.07M | Sell |
6,449
-347
| -5% | -$61.6K | 0.01% | 136 |
|
|
2024
Q3 | $1.16M | Buy |
6,796
+3,133
| +86% | +$454K | 0.01% | 140 |
|
|
2024
Q2 | $517K | Buy |
+3,663
| New | +$455K | 0.01% | 167 |
|
|
2017
Q2 | – | Sell |
-433,031
| Closed | -$19.3M | – | 227 |
|
|
2017
Q1 | $19.3M | Sell |
433,031
-85,585
| -17% | -$3.56M | 0.99% | 27 |
|
|
2016
Q4 | $19.9M | Sell |
518,616
-4,292
| -0.8% | -$168K | 1.19% | 23 |
|
|
2016
Q3 | $20.5M | Sell |
522,908
-4,353
| -0.8% | -$177K | 1.31% | 21 |
|
|
2016
Q2 | $21.6M | Sell |
527,261
-24,039
| -4% | -$960K | 1.5% | 23 |
|
|
2016
Q1 | $22.6M | Sell |
551,300
-14,954
| -3% | -$553K | 1.77% | 20 |
|
|
2015
Q4 | $20.7M | Sell |
566,254
-45,730
| -7% | -$1.75M | 1.73% | 22 |
|
|
2015
Q3 | $22.1M | Sell |
611,984
-131,945
| -18% | -$5.07M | 2.12% | 17 |
|
|
2015
Q2 | $30M | Sell |
743,929
-16,112
| -2% | -$699K | 2.85% | 12 |
|
|
2015
Q1 | $32.8M | Buy |
760,041
+113,068
| +17% | +$4.9M | 2.4% | 13 |
|
|
2014
Q4 | $29.1M | Buy |
646,973
+87,203
| +16% | +$3.55M | 2.2% | 16 |
|
|
2014
Q3 | $21.4M | Buy |
559,770
+228,374
| +69% | +$9.25M | 1.78% | 19 |
|
|
2014
Q2 | $13.4M | Buy |
331,396
+292,079
| +743% | +$12M | 1.41% | 32 |
|
|
2014
Q1 | $1.61M | Buy |
+39,317
| New | +$1.5M | 0.25% | 62 |
|
Other funds holding ORCL
VCM
VPM
