Bingham Osborn & Scarborough’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,241
| Closed | -$631K | – | 103 |
|
|
2021
Q3 | $631K | Buy |
7,241
+142
| +2% | +$12.4K | 0.04% | 70 |
|
|
2021
Q2 | $553K | Buy |
7,099
+116
| +2% | +$9.04K | 0.04% | 79 |
|
|
2021
Q1 | $490K | Sell |
6,983
-837
| -11% | -$58.7K | 0.04% | 76 |
|
|
2020
Q4 | $506K | Sell |
7,820
-32,139
| -80% | -$2.08M | 0.04% | 69 |
|
|
2020
Q3 | $2.39M | Sell |
39,959
-11,076
| -22% | -$661K | 0.18% | 36 |
|
|
2020
Q2 | $2.82M | Sell |
51,035
-9,993
| -16% | -$552K | 0.23% | 34 |
|
|
2020
Q1 | $2.95M | Buy |
61,028
+39,066
| +178% | +$1.89M | 0.29% | 31 |
|
|
2019
Q4 | $1.16M | Buy |
21,962
+227
| +1% | +$12K | 0.09% | 58 |
|
|
2019
Q3 | $1.2M | Buy |
21,735
+2,395
| +12% | +$132K | 0.11% | 53 |
|
|
2019
Q2 | $1.1M | Buy |
19,340
+1,101
| +6% | +$62.7K | 0.1% | 55 |
|
|
2019
Q1 | $980K | Buy |
18,239
+97
| +0.5% | +$5.21K | 0.09% | 58 |
|
|
2018
Q4 | $819K | Sell |
18,142
-1,176
| -6% | -$53.1K | 0.08% | 59 |
|
|
2018
Q3 | $996K | Buy |
19,318
+99
| +0.5% | +$5.1K | 0.09% | 52 |
|
|
2018
Q2 | $847K | Sell |
19,219
-4,581
| -19% | -$202K | 0.08% | 56 |
|
|
2018
Q1 | $1.09M | Buy |
23,800
+5,113
| +27% | +$234K | 0.1% | 48 |
|
|
2017
Q4 | $884K | Sell |
18,687
-493
| -3% | -$23.3K | 0.08% | 55 |
|
|
2017
Q3 | $927K | Buy |
19,180
+13
| +0.1% | +$628 | 0.09% | 45 |
|
|
2017
Q2 | $961K | Sell |
19,167
-224
| -1% | -$11.2K | 0.09% | 45 |
|
|
2017
Q1 | $865K | Buy |
19,391
+318
| +2% | +$14.2K | 0.09% | 45 |
|
|
2016
Q4 | $733K | Sell |
19,073
-31
| -0.2% | -$1.19K | 0.08% | 54 |
|
|
2016
Q3 | $750K | Sell |
19,104
-69
| -0.4% | -$2.71K | 0.08% | 56 |
|
|
2016
Q2 | $785K | Buy |
19,173
+223
| +1% | +$9.13K | 0.09% | 50 |
|
|
2016
Q1 | $775K | Buy |
18,950
+49
| +0.3% | +$2K | 0.09% | 49 |
|
|
2015
Q4 | $690K | Sell |
18,901
-1,795
| -9% | -$65.5K | 0.08% | 52 |
|
|
2015
Q3 | $748K | Buy |
20,696
+207
| +1% | +$7.48K | 0.09% | 47 |
|
|
2015
Q2 | $826K | Sell |
20,489
-3,927
| -16% | -$158K | 0.1% | 44 |
|
|
2015
Q1 | $1.05M | Sell |
24,416
-4,775
| -16% | -$206K | 0.13% | 37 |
|
|
2014
Q4 | $1.31M | Sell |
29,191
-4,461
| -13% | -$201K | 0.16% | 39 |
|
|
2014
Q3 | $1.29M | Sell |
33,652
-3,370
| -9% | -$129K | 0.16% | 37 |
|
|
2014
Q2 | $1.5M | Buy |
37,022
+19,137
| +107% | +$776K | 0.2% | 31 |
|
|
2014
Q1 | $732K | Buy |
17,885
+1,478
| +9% | +$60.5K | 0.1% | 49 |
|
|
2013
Q4 | $628K | Sell |
16,407
-395
| -2% | -$15.1K | 0.09% | 48 |
|
|
2013
Q3 | $557K | Buy |
16,802
+365
| +2% | +$12.1K | 0.09% | 47 |
|
|
2013
Q2 | $505K | Buy |
+16,437
| New | +$505K | 0.09% | 48 |
|