Avantax Planning Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.02M | Buy |
18,393
+831
| +5% | +$182K | 0.13% | 97 |
|
|
2025
Q1 | $2.46M | Sell |
17,562
-2,957
| -14% | -$413K | 0.09% | 117 |
|
|
2024
Q4 | $3.42M | Buy |
20,519
+429
| +2% | +$71.5K | 0.12% | 98 |
|
|
2024
Q3 | $3.42M | Sell |
20,090
-1,362
| -6% | -$232K | 0.12% | 98 |
|
|
2024
Q2 | $3.03M | Sell |
21,452
-1,190
| -5% | -$168K | 0.1% | 111 |
|
|
2024
Q1 | $2.84M | Buy |
22,642
+8,209
| +57% | +$1.03M | 0.09% | 126 |
|
|
2023
Q4 | $1.52M | Buy |
14,433
+203
| +1% | +$21.4K | 0.06% | 136 |
|
|
2023
Q3 | $1.51M | Buy |
14,230
+693
| +5% | +$73.4K | 0.06% | 125 |
|
|
2023
Q2 | $1.61M | Buy |
13,537
+118
| +0.9% | +$14.1K | 0.06% | 122 |
|
|
2023
Q1 | $1.25M | Sell |
13,419
-252
| -2% | -$23.4K | 0.05% | 147 |
|
|
2022
Q4 | $1.12M | Buy |
13,671
+890
| +7% | +$72.7K | 0.04% | 153 |
|
|
2022
Q3 | $781K | Sell |
12,781
-453
| -3% | -$27.7K | 0.04% | 175 |
|
|
2022
Q2 | $925K | Sell |
13,234
-2,375
| -15% | -$166K | 0.04% | 164 |
|
|
2022
Q1 | $1.29M | Sell |
15,609
-418
| -3% | -$34.6K | 0.05% | 133 |
|
|
2021
Q4 | $1.4M | Buy |
16,027
+2,156
| +16% | +$188K | 0.06% | 129 |
|
|
2021
Q3 | $1.21M | Sell |
13,871
-90
| -0.6% | -$7.84K | 0.06% | 124 |
|
|
2021
Q2 | $1.09M | Sell |
13,961
-820
| -6% | -$63.8K | 0.05% | 128 |
|
|
2021
Q1 | $1.04M | Buy |
14,781
+598
| +4% | +$42K | 0.05% | 129 |
|
|
2020
Q4 | $918K | Buy |
14,183
+1,861
| +15% | +$120K | 0.05% | 131 |
|
|
2020
Q3 | $736K | Buy |
12,322
+16
| +0.1% | +$956 | 0.04% | 146 |
|
|
2020
Q2 | $680K | Sell |
12,306
-314
| -2% | -$17.4K | 0.04% | 147 |
|
|
2020
Q1 | $610K | Sell |
12,620
-995
| -7% | -$48.1K | 0.04% | 139 |
|
|
2019
Q4 | $721K | Buy |
13,615
+206
| +2% | +$10.9K | 0.04% | 139 |
|
|
2019
Q3 | $738K | Sell |
13,409
-3,158
| -19% | -$174K | 0.05% | 133 |
|
|
2019
Q2 | $986K | Buy |
16,567
+3,237
| +24% | +$193K | 0.06% | 105 |
|
|
2019
Q1 | $716K | Sell |
13,330
-350
| -3% | -$18.8K | 0.05% | 130 |
|
|
2018
Q4 | $618K | Buy |
13,680
+1,081
| +9% | +$48.8K | 0.05% | 129 |
|
|
2018
Q3 | $650K | Buy |
12,599
+1,059
| +9% | +$54.6K | 0.05% | 124 |
|
|
2018
Q2 | $509K | Sell |
11,540
-225
| -2% | -$9.92K | 0.05% | 131 |
|
|
2018
Q1 | $538K | Buy |
11,765
+921
| +8% | +$42.1K | 0.05% | 171 |
|
|
2017
Q4 | $513K | Sell |
10,844
-1,681
| -13% | -$79.5K | 0.05% | 164 |
|
|
2017
Q3 | $606K | Buy |
12,525
+22
| +0.2% | +$1.06K | 0.05% | 174 |
|
|
2017
Q2 | $627K | Buy |
12,503
+963
| +8% | +$48.3K | 0.05% | 160 |
|
|
2017
Q1 | $515K | Sell |
11,540
-16,541
| -59% | -$738K | 0.05% | 175 |
|
|
2016
Q4 | $1.08M | Buy |
+28,081
| New | +$1.08M | 0.12% | 87 |
|