B. Riley Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $254K | Buy |
17,448
+7,558
| +76% | +$110K | 0.3% | 30 |
|
|
2022
Q1 | $818K | Sell |
9,890
-10,502
| -52% | -$869K | 0.06% | 238 |
|
|
2021
Q4 | $1.78M | Buy |
20,392
+552
| +3% | +$48.1K | 0.12% | 164 |
|
|
2021
Q3 | $1.73M | Buy |
19,840
+869
| +5% | +$75.7K | 0.13% | 155 |
|
|
2021
Q2 | $1.48M | Buy |
18,971
+5,732
| +43% | +$446K | 0.16% | 133 |
|
|
2021
Q1 | $929K | Buy |
13,239
+8,293
| +168% | +$582K | 0.11% | 161 |
|
|
2020
Q4 | $320K | Sell |
4,946
-6,394
| -56% | -$414K | 0.04% | 265 |
|
|
2020
Q3 | $677K | Buy |
11,340
+6,695
| +144% | +$400K | 0.08% | 192 |
|
|
2020
Q2 | $257K | Sell |
4,645
-7,246
| -61% | -$401K | 0.03% | 329 |
|
|
2020
Q1 | $575K | Buy |
11,891
+6,062
| +104% | +$293K | 0.06% | 251 |
|
|
2019
Q4 | $309K | Hold |
5,829
| – | – | 0.05% | 288 |
|
|
2019
Q3 | $321K | Sell |
5,829
-600
| -9% | -$33K | 0.06% | 261 |
|
|
2019
Q2 | $366 | Sell |
6,429
-108
| -2% | -$6 | 0.06% | 254 |
|
|
2019
Q1 | $351K | Buy |
6,537
+578
| +10% | +$31K | 0.06% | 255 |
|
|
2018
Q4 | $269K | Sell |
5,959
-125
| -2% | -$5.64K | 0.06% | 262 |
|
|
2018
Q3 | $314K | Buy |
+6,084
| New | +$314K | 0.08% | 212 |
|
|
2016
Q1 | $332K | Hold |
8,138
| – | – | 0.5% | 74 |
|
|
2015
Q4 | $297K | Hold |
8,138
| – | – | 0.38% | 94 |
|
|
2015
Q3 | $293K | Hold |
8,138
| – | – | 0.42% | 86 |
|
|
2015
Q2 | $327K | Hold |
8,138
| – | – | 0.26% | 112 |
|
|
2015
Q1 | $351K | Hold |
8,138
| – | – | 0.26% | 110 |
|
|
2014
Q4 | $365K | Hold |
8,138
| – | – | 0.3% | 86 |
|
|
2014
Q3 | $311K | Hold |
8,138
| – | – | 0.23% | 125 |
|
|
2014
Q2 | $329K | Hold |
8,138
| – | – | 0.21% | 131 |
|
|
2014
Q1 | $333K | Buy |
+8,138
| New | +$333K | 0.25% | 105 |
|