Boston Financial Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.5M | Buy |
15,010
+697
| +5% | +$116K | 0.08% | 134 |
|
|
2024
Q3 | $2.44M | Buy |
14,313
+50
| +0.4% | +$8.52K | 0.07% | 136 |
|
|
2024
Q2 | $2.01M | Buy |
14,263
+65
| +0.5% | +$9.18K | 0.06% | 144 |
|
|
2024
Q1 | $1.78M | Buy |
14,198
+186
| +1% | +$23.4K | 0.06% | 149 |
|
|
2023
Q4 | $1.48M | Buy |
14,012
+282
| +2% | +$29.7K | 0.05% | 159 |
|
|
2023
Q3 | $1.45M | Sell |
13,730
-489
| -3% | -$51.8K | 0.05% | 149 |
|
|
2023
Q2 | $1.69M | Buy |
14,219
+500
| +4% | +$59.5K | 0.06% | 151 |
|
|
2023
Q1 | $1.27M | Buy |
13,719
+457
| +3% | +$42.5K | 0.05% | 159 |
|
|
2022
Q4 | $1.08M | Buy |
13,262
+472
| +4% | +$38.6K | 0.04% | 170 |
|
|
2022
Q3 | $781K | Buy |
12,790
+1,618
| +14% | +$98.8K | 0.03% | 185 |
|
|
2022
Q2 | $781K | Buy |
11,172
+4,233
| +61% | +$296K | 0.03% | 177 |
|
|
2022
Q1 | $574K | Buy |
6,939
+795
| +13% | +$65.8K | 0.02% | 198 |
|
|
2021
Q4 | $536K | Hold |
6,144
| – | – | 0.02% | 188 |
|
|
2021
Q3 | $535K | Sell |
6,144
-225
| -4% | -$19.6K | 0.02% | 182 |
|
|
2021
Q2 | $496K | Hold |
6,369
| – | – | 0.02% | 182 |
|
|
2021
Q1 | $447K | Sell |
6,369
-856
| -12% | -$60.1K | 0.02% | 178 |
|
|
2020
Q4 | $467K | Hold |
7,225
| – | – | 0.02% | 171 |
|
|
2020
Q3 | $431K | Hold |
7,225
| – | – | 0.02% | 174 |
|
|
2020
Q2 | $399K | Sell |
7,225
-700
| -9% | -$38.7K | 0.02% | 176 |
|
|
2020
Q1 | $383K | Sell |
7,925
-1,600
| -17% | -$77.3K | 0.02% | 174 |
|
|
2019
Q4 | $505K | Sell |
9,525
-54
| -0.6% | -$2.86K | 0.03% | 169 |
|
|
2019
Q3 | $527K | Sell |
9,579
-568
| -6% | -$31.2K | 0.03% | 173 |
|
|
2019
Q2 | $578K | Sell |
10,147
-1,000
| -9% | -$57K | 0.03% | 168 |
|
|
2019
Q1 | $599K | Sell |
11,147
-471
| -4% | -$25.3K | 0.04% | 169 |
|
|
2018
Q4 | $525K | Buy |
11,618
+89
| +0.8% | +$4.02K | 0.04% | 178 |
|
|
2018
Q3 | $594K | Sell |
11,529
-4,150
| -26% | -$214K | 0.04% | 196 |
|
|
2018
Q2 | $691K | Sell |
15,679
-26,915
| -63% | -$1.19M | 0.05% | 171 |
|
|
2018
Q1 | $1.95M | Sell |
42,594
-5,246
| -11% | -$240K | 0.13% | 129 |
|
|
2017
Q4 | $2.26M | Sell |
47,840
-2,740
| -5% | -$130K | 0.15% | 127 |
|
|
2017
Q3 | $2.45M | Sell |
50,580
-3,326
| -6% | -$161K | 0.17% | 127 |
|
|
2017
Q2 | $2.7M | Sell |
53,906
-8,605
| -14% | -$431K | 0.19% | 131 |
|
|
2017
Q1 | $2.79M | Sell |
62,511
-7,998
| -11% | -$357K | 0.21% | 132 |
|
|
2016
Q4 | $2.71M | Sell |
70,509
-6,144
| -8% | -$236K | 0.21% | 138 |
|
|
2016
Q3 | $3.01M | Sell |
76,653
-10,662
| -12% | -$419K | 0.25% | 130 |
|
|
2016
Q2 | $3.57M | Buy |
87,315
+1,535
| +2% | +$62.8K | 0.29% | 120 |
|
|
2016
Q1 | $3.51M | Sell |
85,780
-44,635
| -34% | -$1.83M | 0.53% | 72 |
|
|
2015
Q4 | $4.76M | Sell |
130,415
-39,662
| -23% | -$1.45M | 0.68% | 54 |
|
|
2015
Q3 | $6.14M | Sell |
170,077
-15,126
| -8% | -$546K | 0.87% | 35 |
|
|
2015
Q2 | $7.46M | Buy |
185,203
+3,933
| +2% | +$159K | 0.96% | 32 |
|
|
2015
Q1 | $7.82M | Buy |
181,270
+7,286
| +4% | +$314K | 0.98% | 30 |
|
|
2014
Q4 | $7.82M | Buy |
173,984
+7,265
| +4% | +$327K | 0.98% | 27 |
|
|
2014
Q3 | $6.38M | Buy |
166,719
+14,875
| +10% | +$569K | 0.84% | 39 |
|
|
2014
Q2 | $6.15M | Buy |
151,844
+6,324
| +4% | +$256K | 0.81% | 42 |
|
|
2014
Q1 | $5.95M | Buy |
145,520
+15,714
| +12% | +$643K | 0.8% | 40 |
|
|
2013
Q4 | $4.97M | Buy |
129,806
+31,396
| +32% | +$1.2M | 0.68% | 48 |
|
|
2013
Q3 | $3.26M | Buy |
98,410
+12,610
| +15% | +$418K | 0.49% | 66 |
|
|
2013
Q2 | $2.64M | Buy |
+85,800
| New | +$2.64M | 0.41% | 73 |
|