Anchor Investment 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 | $9.58M | Buy |
43,822
+4,110
| +10% | +$899K | 0.84% | 26 |
|
|
2025
Q1 | $5.55M | Buy |
39,712
+359
| +0.9% | +$50.2K | 0.52% | 51 |
|
|
2024
Q4 | $6.56M | Sell |
39,353
-2,860
| -7% | -$477K | 0.61% | 39 |
|
|
2024
Q3 | $7.19M | Buy |
42,213
+27
| +0.1% | +$4.6K | 0.68% | 35 |
|
|
2024
Q2 | $5.96M | Sell |
42,186
-6,015
| -12% | -$849K | 0.61% | 41 |
|
|
2024
Q1 | $6.05M | Buy |
48,201
+7,604
| +19% | +$955K | 0.63% | 38 |
|
|
2023
Q4 | $4.28M | Buy |
40,597
+2,520
| +7% | +$266K | 0.49% | 55 |
|
|
2023
Q3 | $4.03M | Sell |
38,077
-624
| -2% | -$66.1K | 0.53% | 49 |
|
|
2023
Q2 | $4.61M | Sell |
38,701
-3,699
| -9% | -$441K | 0.59% | 46 |
|
|
2023
Q1 | $3.94M | Sell |
42,400
-910
| -2% | -$84.6K | 0.54% | 52 |
|
|
2022
Q4 | $3.54M | Sell |
43,310
-6,252
| -13% | -$511K | 0.51% | 55 |
|
|
2022
Q3 | $3.03M | Sell |
49,562
-326
| -0.7% | -$19.9K | 0.47% | 57 |
|
|
2022
Q2 | $3.49M | Sell |
49,888
-1,522
| -3% | -$106K | 0.51% | 54 |
|
|
2022
Q1 | $4.25M | Buy |
51,410
+924
| +2% | +$76.4K | 0.54% | 50 |
|
|
2021
Q4 | $4.4M | Sell |
50,486
-397
| -0.8% | -$34.6K | 0.55% | 49 |
|
|
2021
Q3 | $4.43M | Sell |
50,883
-5,839
| -10% | -$509K | 0.62% | 47 |
|
|
2021
Q2 | $4.42M | Buy |
56,722
+2,594
| +5% | +$202K | 0.61% | 42 |
|
|
2021
Q1 | $3.8M | Buy |
54,128
+3,573
| +7% | +$251K | 0.58% | 49 |
|
|
2020
Q4 | $3.27M | Buy |
50,555
+1,562
| +3% | +$101K | 0.59% | 52 |
|
|
2020
Q3 | $2.92M | Buy |
48,993
+1,977
| +4% | +$118K | 0.59% | 49 |
|
|
2020
Q2 | $2.6M | Sell |
47,016
-546
| -1% | -$30.2K | 0.58% | 50 |
|
|
2020
Q1 | $2.3M | Buy |
47,562
+3,049
| +7% | +$147K | 0.59% | 51 |
|
|
2019
Q4 | $2.36M | Sell |
44,513
-227
| -0.5% | -$12K | 0.5% | 58 |
|
|
2019
Q3 | $2.46M | Buy |
44,740
+936
| +2% | +$51.5K | 0.57% | 51 |
|
|
2019
Q2 | $2.5M | Buy |
43,804
+787
| +2% | +$44.8K | 0.59% | 44 |
|
|
2019
Q1 | $2.31M | Sell |
43,017
-224
| -0.5% | -$12K | 0.58% | 46 |
|
|
2018
Q4 | $1.95M | Sell |
43,241
-3,523
| -8% | -$159K | 0.56% | 48 |
|
|
2018
Q3 | $2.41M | Buy |
46,764
+1,518
| +3% | +$78.3K | 0.55% | 47 |
|
|
2018
Q2 | $1.99M | Buy |
45,246
+9,995
| +28% | +$440K | 0.49% | 57 |
|
|
2018
Q1 | $1.61M | Buy |
35,251
+2,628
| +8% | +$120K | 0.42% | 66 |
|
|
2017
Q4 | $1.54M | Buy |
32,623
+5,780
| +22% | +$273K | 0.41% | 70 |
|
|
2017
Q3 | $1.3M | Sell |
26,843
-520
| -2% | -$25.1K | 0.38% | 77 |
|
|
2017
Q2 | $1.37M | Sell |
27,363
-700
| -2% | -$35.1K | 0.46% | 63 |
|
|
2017
Q1 | $1.25M | Sell |
28,063
-1,175
| -4% | -$52.4K | 0.43% | 70 |
|
|
2016
Q4 | $1.12M | Sell |
29,238
-775
| -3% | -$29.8K | 0.42% | 70 |
|
|
2016
Q3 | $1.18M | Sell |
30,013
-2,110
| -7% | -$82.9K | 0.46% | 67 |
|
|
2016
Q2 | $1.31M | Sell |
32,123
-150
| -0.5% | -$6.14K | 0.52% | 59 |
|
|
2016
Q1 | $1.32M | Buy |
+32,273
| New | +$1.32M | 0.54% | 54 |
|