Center for Financial 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 | $454K | Buy |
2,075
+144
| +7% | +$31.5K | 0.05% | 107 |
|
|
2025
Q1 | $270K | Buy |
1,931
+275
| +17% | +$38.4K | 0.03% | 137 |
|
|
2024
Q4 | $276K | Buy |
1,656
+46
| +3% | +$7.67K | 0.04% | 133 |
|
|
2024
Q3 | $274K | Hold |
1,610
| – | – | 0.04% | 129 |
|
|
2024
Q2 | $227K | Sell |
1,610
-116
| -7% | -$16.4K | 0.03% | 136 |
|
|
2024
Q1 | $217K | Buy |
1,726
+196
| +13% | +$24.6K | 0.03% | 143 |
|
|
2023
Q4 | $161K | Hold |
1,530
| – | – | 0.03% | 150 |
|
|
2023
Q3 | $162K | Hold |
1,530
| – | – | 0.04% | 143 |
|
|
2023
Q2 | $182K | Hold |
1,530
| – | – | 0.04% | 138 |
|
|
2023
Q1 | $142K | Buy |
1,530
+95
| +7% | +$8.83K | 0.03% | 144 |
|
|
2022
Q4 | $117K | Buy |
1,435
+110
| +8% | +$8.99K | 0.03% | 151 |
|
|
2022
Q3 | $81K | Hold |
1,325
| – | – | 0.02% | 174 |
|
|
2022
Q2 | $93K | Hold |
1,325
| – | – | 0.02% | 166 |
|
|
2022
Q1 | $110K | Hold |
1,325
| – | – | 0.02% | 169 |
|
|
2021
Q4 | $116K | Hold |
1,325
| – | – | 0.02% | 163 |
|
|
2021
Q3 | $115K | Hold |
1,325
| – | – | 0.03% | 152 |
|
|
2021
Q2 | $103K | Sell |
1,325
-30
| -2% | -$2.33K | 0.03% | 163 |
|
|
2021
Q1 | $95K | Sell |
1,355
-100
| -7% | -$7.01K | 0.02% | 165 |
|
|
2020
Q4 | $94K | Hold |
1,455
| – | – | 0.03% | 152 |
|
|
2020
Q3 | $87K | Hold |
1,455
| – | – | 0.03% | 147 |
|
|
2020
Q2 | $80K | Hold |
1,455
| – | – | 0.03% | 153 |
|
|
2020
Q1 | $70K | Hold |
1,455
| – | – | 0.02% | 153 |
|
|
2019
Q4 | $77K | Buy |
+1,455
| New | +$77K | 0.02% | 155 |
|