Allworth Financial’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.4M | Buy |
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|
2025
Q1 | $29M | Buy |
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|
2024
Q4 | $35.7M | Buy |
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|
2024
Q3 | $15.1M | Buy |
|
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|
2024
Q2 | $10.9M | Buy |
|
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|
2024
Q1 | $4.78M | Buy |
|
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|
2023
Q4 | $3.77M | Buy |
|
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|
2023
Q3 | $3.58M | Buy |
|
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|
2023
Q2 | $3.91M | Buy |
|
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|
2023
Q1 | $2.81M | Buy |
|
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|
2022
Q4 | $2.37M | Buy |
|
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|
2022
Q3 | $1.69M | Buy |
|
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|
2022
Q2 | $1.58M | Buy |
|
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|
2022
Q1 | $1.58M | Buy |
|
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|
2021
Q4 | $1.53M | Buy |
|
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|
2021
Q3 | $1.53M | Buy |
|
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|
2021
Q2 | $1.17M | Buy |
|
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|
2021
Q1 | $936K | Sell |
|
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|
2020
Q4 | $899K | Buy |
|
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|
2020
Q3 | $781K | Buy |
|
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|
2020
Q2 | $716K | Buy |
|
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|
2020
Q1 | $592K | Sell |
|
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|
2019
Q4 | $659K | Buy |
|
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|
2019
Q3 | $610K | Buy |
|
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|
2019
Q2 | $624K | Buy |
|
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|
2019
Q1 | $582K | Sell |
|
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|
2018
Q4 | $571K | Buy |
|
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|
2018
Q3 | $492K | Sell |
|
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|
2018
Q2 | $435K | Buy |
|
|||||
|
2018
Q1 | $427K | Sell |
|
|||||
|
2017
Q4 | $454K | Buy |
|
|||||
|
2017
Q3 | $446K | Buy |
|
|||||
|
2017
Q2 | $456K | Sell |
|
|||||
|
2017
Q1 | $409K | Buy |
|
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|
2016
Q4 | $348K | Sell |
|
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|
2016
Q3 | $358K | Sell |
|
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|
2016
Q2 | $374K | Buy |
|
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|
2016
Q1 | $373K | Buy |
|
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|
2015
Q4 | $262K | Buy |
|
|||||
|
2015
Q3 | $258K | Buy |
|
|||||
|
2015
Q2 | $288K | Sell |
|
|||||
|
2015
Q1 | $317K | Buy |
|
|||||
|
2014
Q4 | $330K | Buy |
|
|||||
|
2014
Q3 | $259K | Sell |
|
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|
2014
Q2 | $311K | Sell |
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|
2014
Q1 | $395K | Buy |
|
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|
2013
Q4 | $366K | Sell |
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|
2013
Q3 | $407K | Buy |
|
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|
2013
Q2 | $365K | Buy |
|