Capital Planning’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Hold |
15,602
| – | – | 1.07% | 26 |
|
|
2025
Q1 | $2.18M | Sell |
15,602
-125
| -0.8% | -$17.5K | 0.61% | 35 |
|
|
2024
Q4 | $2.62M | Buy |
15,727
+81
| +0.5% | +$13.5K | 0.69% | 34 |
|
|
2024
Q3 | $2.67M | Buy |
15,646
+44
| +0.3% | +$7.5K | 0.75% | 30 |
|
|
2024
Q2 | $2.2M | Hold |
15,602
| – | – | 0.66% | 31 |
|
|
2024
Q1 | $1.96M | Hold |
15,602
| – | – | 0.64% | 33 |
|
|
2023
Q4 | $1.64M | Hold |
15,602
| – | – | 0.59% | 36 |
|
|
2023
Q3 | $1.65M | Hold |
15,602
| – | – | 0.65% | 33 |
|
|
2023
Q2 | $1.86M | Hold |
15,602
| – | – | 0.72% | 30 |
|
|
2023
Q1 | $1.45M | Hold |
15,602
| – | – | 0.6% | 34 |
|
|
2022
Q4 | $1.28M | Hold |
15,602
| – | – | 0.57% | 35 |
|
|
2022
Q3 | $953K | Hold |
15,602
| – | – | 0.54% | 28 |
|
|
2022
Q2 | $1.09M | Hold |
15,602
| – | – | 0.59% | 32 |
|
|
2022
Q1 | $1.29M | Hold |
15,602
| – | – | 0.5% | 33 |
|
|
2021
Q4 | $1.36M | Hold |
15,602
| – | – | 0.5% | 34 |
|
|
2021
Q3 | $1.36M | Hold |
15,602
| – | – | 0.55% | 31 |
|
|
2021
Q2 | $1.21M | Hold |
15,602
| – | – | 0.52% | 35 |
|
|
2021
Q1 | $1.1M | Hold |
15,602
| – | – | 0.48% | 36 |
|
|
2020
Q4 | $1.01M | Buy |
+15,602
| New | +$1.01M | 0.47% | 36 |
|