Anchor Capital Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Hold |
5,750
| – | – | 0.04% | 159 |
|
|
2025
Q1 | $804K | Sell |
5,750
-256
| -4% | -$35.8K | 0.02% | 183 |
|
|
2024
Q4 | $1M | Buy |
6,006
+111
| +2% | +$18.5K | 0.03% | 181 |
|
|
2024
Q3 | $1M | Sell |
5,895
-180
| -3% | -$30.7K | 0.03% | 179 |
|
|
2024
Q2 | $858K | Buy |
6,075
+1,400
| +30% | +$198K | 0.02% | 178 |
|
|
2024
Q1 | $587K | Hold |
4,675
| – | – | 0.02% | 196 |
|
|
2023
Q4 | $493K | Buy |
4,675
+1,200
| +35% | +$127K | 0.01% | 203 |
|
|
2023
Q3 | $368K | Hold |
3,475
| – | – | 0.01% | 227 |
|
|
2023
Q2 | $414K | Hold |
3,475
| – | – | 0.01% | 224 |
|
|
2023
Q1 | $323K | Hold |
3,475
| – | – | 0.01% | 230 |
|
|
2022
Q4 | $284K | Hold |
3,475
| – | – | 0.01% | 243 |
|
|
2022
Q3 | $212K | Hold |
3,475
| – | – | 0.01% | 257 |
|
|
2022
Q2 | $243K | Hold |
3,475
| – | – | 0.01% | 256 |
|
|
2022
Q1 | $287K | Hold |
3,475
| – | – | 0.01% | 254 |
|
|
2021
Q4 | $303K | Hold |
3,475
| – | – | 0.01% | 250 |
|
|
2021
Q3 | $303K | Buy |
+3,475
| New | +$303K | 0.01% | 244 |
|
|
2018
Q2 | – | Sell |
-32,000
| Closed | -$1.46M | – | 307 |
|
|
2018
Q1 | $1.46M | Buy |
+32,000
| New | +$1.46M | 0.05% | 152 |
|
|
2015
Q4 | – | Sell |
-22,762
| Closed | -$822K | – | 304 |
|
|
2015
Q3 | $822K | Sell |
22,762
-269,208
| -92% | -$9.72M | 0.02% | 193 |
|
|
2015
Q2 | $11.8M | Buy |
291,970
+12,200
| +4% | +$492K | 0.26% | 96 |
|
|
2015
Q1 | $12.1M | Sell |
279,770
-47,433
| -14% | -$2.05M | 0.26% | 96 |
|
|
2014
Q4 | $14.7M | Buy |
327,203
+3,559
| +1% | +$160K | 0.3% | 96 |
|
|
2014
Q3 | $12.4M | Buy |
323,644
+31,084
| +11% | +$1.19M | 0.26% | 101 |
|
|
2014
Q2 | $11.9M | Sell |
292,560
-7,594
| -3% | -$308K | 0.23% | 102 |
|
|
2014
Q1 | $12.3M | Buy |
300,154
+21,063
| +8% | +$862K | 0.24% | 99 |
|
|
2013
Q4 | $10.7M | Buy |
+279,091
| New | +$10.7M | 0.21% | 102 |
|