BOK Financial Private Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Sell |
1,230
-218
| -15% | -$47.7K | 0.02% | 154 |
|
|
2025
Q1 | $202K | Buy |
1,448
+189
| +15% | +$26.4K | 0.02% | 173 |
|
|
2024
Q4 | $210K | Buy |
1,259
+29
| +2% | +$4.83K | 0.02% | 171 |
|
|
2024
Q3 | $210K | Buy |
1,230
+61
| +5% | +$10.4K | 0.02% | 168 |
|
|
2024
Q2 | $165K | Hold |
1,169
| – | – | 0.01% | 176 |
|
|
2024
Q1 | $147K | Buy |
1,169
+798
| +215% | +$100K | 0.01% | 184 |
|
|
2023
Q4 | $39.1K | Buy |
371
+216
| +139% | +$22.8K | ﹤0.01% | 270 |
|
|
2023
Q3 | $16.4K | Hold |
155
| – | – | ﹤0.01% | 300 |
|
|
2023
Q2 | $18.5K | Hold |
155
| – | – | ﹤0.01% | 290 |
|
|
2023
Q1 | $14.4K | Hold |
155
| – | – | ﹤0.01% | 327 |
|
|
2022
Q4 | $12.7K | Hold |
155
| – | – | ﹤0.01% | 314 |
|
|
2022
Q3 | $9K | Hold |
155
| – | – | ﹤0.01% | 332 |
|
|
2022
Q2 | $11K | Sell |
155
-7,764
| -98% | -$551K | ﹤0.01% | 335 |
|
|
2022
Q1 | $655K | Sell |
7,919
-1,581
| -17% | -$131K | 0.05% | 156 |
|
|
2021
Q4 | $828K | Buy |
9,500
+639
| +7% | +$55.7K | 0.06% | 136 |
|
|
2021
Q3 | $772K | Buy |
8,861
+233
| +3% | +$20.3K | 0.06% | 129 |
|
|
2021
Q2 | $672K | Buy |
8,628
+55
| +0.6% | +$4.28K | 0.05% | 129 |
|
|
2021
Q1 | $602K | Buy |
8,573
+205
| +2% | +$14.4K | 0.05% | 123 |
|
|
2020
Q4 | $541K | Buy |
8,368
+594
| +8% | +$38.4K | 0.05% | 119 |
|
|
2020
Q3 | $464K | Sell |
7,774
-467
| -6% | -$27.9K | 0.05% | 121 |
|
|
2020
Q2 | $455K | Buy |
8,241
+908
| +12% | +$50.1K | 0.05% | 120 |
|
|
2020
Q1 | $354K | Sell |
7,333
-1,588
| -18% | -$76.7K | 0.04% | 143 |
|
|
2019
Q4 | $473K | Buy |
+8,921
| New | +$473K | 0.04% | 129 |
|