Archford Capital Strategies’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $926K | Buy |
4,234
+781
| +23% | +$171K | 0.12% | 157 |
|
|
2025
Q1 | $483K | Sell |
3,453
-676
| -16% | -$94.5K | 0.07% | 207 |
|
|
2024
Q4 | $688K | Sell |
4,129
-1,534
| -27% | -$256K | 0.1% | 158 |
|
|
2024
Q3 | $997K | Sell |
5,663
-364
| -6% | -$64.1K | 0.15% | 131 |
|
|
2024
Q2 | $851K | Buy |
6,027
+736
| +14% | +$104K | 0.14% | 138 |
|
|
2024
Q1 | $665K | Buy |
5,291
+93
| +2% | +$11.7K | 0.11% | 153 |
|
|
2023
Q4 | $548K | Sell |
5,198
-45
| -0.9% | -$4.74K | 0.1% | 163 |
|
|
2023
Q3 | $555K | Sell |
5,243
-534
| -9% | -$56.6K | 0.11% | 182 |
|
|
2023
Q2 | $682K | Sell |
5,777
-338
| -6% | -$39.9K | 0.13% | 165 |
|
|
2023
Q1 | $580K | Sell |
6,115
-925
| -13% | -$87.8K | 0.12% | 188 |
|
|
2022
Q4 | $575K | Sell |
7,040
-121
| -2% | -$9.89K | 0.13% | 178 |
|
|
2022
Q3 | $437K | Sell |
7,161
-188
| -3% | -$11.5K | 0.11% | 195 |
|
|
2022
Q2 | $513K | Sell |
7,349
-63
| -0.8% | -$4.4K | 0.13% | 175 |
|
|
2022
Q1 | $615K | Sell |
7,412
-9,678
| -57% | -$803K | 0.14% | 162 |
|
|
2021
Q4 | $1.49M | Buy |
17,090
+394
| +2% | +$34.4K | 0.34% | 74 |
|
|
2021
Q3 | $1.46M | Buy |
16,696
+1,007
| +6% | +$87.8K | 0.34% | 68 |
|
|
2021
Q2 | $1.22M | Buy |
15,689
+679
| +5% | +$52.8K | 0.31% | 82 |
|
|
2021
Q1 | $1.18M | Buy |
15,010
+391
| +3% | +$30.6K | 0.31% | 83 |
|
|
2020
Q4 | $927K | Sell |
14,619
-99
| -0.7% | -$6.28K | 0.21% | 138 |
|
|
2020
Q3 | $879K | Buy |
14,718
+90
| +0.6% | +$5.38K | 0.24% | 124 |
|
|
2020
Q2 | $808K | Buy |
14,628
+858
| +6% | +$47.4K | 0.24% | 125 |
|
|
2020
Q1 | $665K | Buy |
13,770
+2,017
| +17% | +$97.4K | 0.26% | 123 |
|
|
2019
Q4 | $623K | Buy |
11,753
+535
| +5% | +$28.4K | 0.21% | 137 |
|
|
2019
Q3 | $617K | Sell |
11,218
-39
| -0.3% | -$2.15K | 0.23% | 131 |
|
|
2019
Q2 | $641K | Sell |
11,257
-2,335
| -17% | -$133K | 0.23% | 127 |
|
|
2019
Q1 | $730K | Buy |
13,592
+1,347
| +11% | +$72.3K | 0.27% | 112 |
|
|
2018
Q4 | $553K | Buy |
12,245
+1,664
| +16% | +$75.1K | 0.22% | 134 |
|
|
2018
Q3 | $546K | Sell |
10,581
-743
| -7% | -$38.3K | 0.2% | 142 |
|
|
2018
Q2 | $499K | Sell |
11,324
-577
| -5% | -$25.4K | 0.18% | 153 |
|
|
2018
Q1 | $563K | Buy |
11,901
+93
| +0.8% | +$4.4K | 0.23% | 105 |
|
|
2017
Q4 | $558K | Buy |
11,808
+77
| +0.7% | +$3.64K | 0.21% | 135 |
|
|
2017
Q3 | $567K | Buy |
11,731
+199
| +2% | +$9.62K | 0.21% | 139 |
|
|
2017
Q2 | $578K | Buy |
11,532
+1,091
| +10% | +$54.7K | 0.23% | 135 |
|
|
2017
Q1 | $466K | Buy |
10,441
+1,740
| +20% | +$77.7K | 0.18% | 152 |
|
|
2016
Q4 | $334K | Buy |
8,701
+1,839
| +27% | +$70.6K | 0.14% | 148 |
|
|
2016
Q3 | $269K | Buy |
6,862
+224
| +3% | +$8.78K | 0.11% | 161 |
|
|
2016
Q2 | $272K | Buy |
6,638
+125
| +2% | +$5.12K | 0.14% | 135 |
|
|
2016
Q1 | $266K | Sell |
6,513
-25,837
| -80% | -$1.06M | 0.13% | 155 |
|
|
2015
Q4 | $1.19M | Buy |
32,350
+1,585
| +5% | +$58.2K | 0.54% | 50 |
|
|
2015
Q3 | $1.11M | Buy |
30,765
+1,002
| +3% | +$36.2K | 0.83% | 26 |
|
|
2015
Q2 | $1.2M | Buy |
29,763
+1,929
| +7% | +$77.8K | 0.86% | 26 |
|
|
2015
Q1 | $1.2M | Buy |
27,834
+1,696
| +6% | +$73.2K | 0.83% | 28 |
|
|
2014
Q4 | $1.18M | Buy |
26,138
+71
| +0.3% | +$3.19K | 0.86% | 25 |
|
|
2014
Q3 | $997K | Sell |
26,067
-111
| -0.4% | -$4.25K | 0.79% | 27 |
|
|
2014
Q2 | $1.06M | Sell |
26,178
-933
| -3% | -$37.8K | 0.82% | 23 |
|
|
2014
Q1 | $1.11M | Buy |
+27,111
| New | +$1.11M | 0.93% | 19 |
|