Calton & Associates’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Buy |
+2,347
| New | +$513K | 0.09% | 199 |
|
|
2022
Q3 | – | Sell |
-3,341
| Closed | -$233K | – | 240 |
|
|
2022
Q2 | $233K | Sell |
3,341
-1,148
| -26% | -$80.1K | 0.13% | 187 |
|
|
2022
Q1 | $371K | Buy |
4,489
+60
| +1% | +$4.96K | 0.11% | 207 |
|
|
2021
Q4 | $386K | Sell |
4,429
-760
| -15% | -$66.2K | 0.1% | 214 |
|
|
2021
Q3 | $452K | Sell |
5,189
-2,867
| -36% | -$250K | 0.1% | 208 |
|
|
2021
Q2 | $629K | Sell |
8,056
-601
| -7% | -$46.9K | 0.12% | 172 |
|
|
2021
Q1 | $608K | Buy |
8,657
+916
| +12% | +$64.3K | 0.12% | 164 |
|
|
2020
Q4 | $501K | Buy |
7,741
+826
| +12% | +$53.5K | 0.09% | 181 |
|
|
2020
Q3 | $413K | Buy |
6,915
+878
| +15% | +$52.4K | 0.08% | 180 |
|
|
2020
Q2 | $334K | Buy |
6,037
+1,128
| +23% | +$62.4K | 0.07% | 207 |
|
|
2020
Q1 | $237K | Sell |
4,909
-422
| -8% | -$20.4K | 0.06% | 241 |
|
|
2019
Q4 | $282K | Buy |
5,331
+160
| +3% | +$8.46K | 0.06% | 273 |
|
|
2019
Q3 | $285K | Sell |
5,171
-166
| -3% | -$9.15K | 0.06% | 251 |
|
|
2019
Q2 | $304K | Buy |
5,337
+278
| +5% | +$15.8K | 0.09% | 192 |
|
|
2019
Q1 | $272K | Buy |
+5,059
| New | +$272K | 0.08% | 206 |
|
|
2018
Q2 | – | Sell |
-7,588
| Closed | -$347K | – | 367 |
|
|
2018
Q1 | $347K | Sell |
7,588
-1,201
| -14% | -$54.9K | 0.1% | 205 |
|
|
2017
Q4 | $449K | Buy |
+8,789
| New | +$449K | 0.11% | 177 |
|