Arbor Investment 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 | $669K | Buy |
3,060
+2
| +0.1% | +$437 | 0.09% | 52 |
|
|
2025
Q1 | $428K | Hold |
3,058
| – | – | 0.06% | 61 |
|
|
2024
Q4 | $510K | Hold |
3,058
| – | – | 0.07% | 54 |
|
|
2024
Q3 | $521K | Hold |
3,058
| – | – | 0.07% | 63 |
|
|
2024
Q2 | $432K | Buy |
3,058
+1,162
| +61% | +$164K | 0.06% | 56 |
|
|
2024
Q1 | $238K | Buy |
+1,896
| New | +$238K | 0.03% | 103 |
|
|
2023
Q4 | – | Sell |
-1,896
| Closed | -$201K | – | 106 |
|
|
2023
Q3 | $201K | Hold |
1,896
| – | – | 0.04% | 101 |
|
|
2023
Q2 | $226K | Buy |
+1,896
| New | +$226K | 0.04% | 97 |
|
|
2014
Q3 | – | Sell |
-6,100
| Closed | -$247K | – | 50 |
|
|
2014
Q2 | $247K | Hold |
6,100
| – | – | 0.13% | 43 |
|
|
2014
Q1 | $250K | Buy |
+6,100
| New | +$250K | 0.14% | 43 |
|