Baron Financial Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-507
| Closed | -$35.4K | – | 150 |
|
|
2022
Q2 | $35.4K | Buy |
507
+2
| +0.4% | +$140 | 0.02% | 97 |
|
|
2022
Q1 | $41.8K | Buy |
505
+1
| +0.2% | +$83 | 0.02% | 99 |
|
|
2021
Q4 | $43.9K | Buy |
504
+1
| +0.2% | +$87 | 0.02% | 100 |
|
|
2021
Q3 | $43.8K | Buy |
503
+1
| +0.2% | +$87 | 0.03% | 96 |
|
|
2021
Q2 | $39K | Buy |
502
+2
| +0.4% | +$156 | 0.02% | 107 |
|
|
2021
Q1 | $35.1K | Buy |
500
+1
| +0.2% | +$70 | 0.02% | 111 |
|
|
2020
Q4 | $32.3K | Buy |
499
+1
| +0.2% | +$65 | 0.03% | 110 |
|
|
2020
Q3 | $29.7K | Buy |
+498
| New | +$29.7K | 0.03% | 115 |
|