Center for Financial Planning’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $527K | Sell |
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|
2025
Q2 | $454K | Buy |
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|
2025
Q1 | $270K | Buy |
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|
2024
Q4 | $276K | Buy |
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|
2024
Q3 | $274K | Hold |
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|
2024
Q2 | $227K | Sell |
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|
2024
Q1 | $217K | Buy |
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|
2023
Q4 | $161K | Hold |
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|
2023
Q3 | $162K | Hold |
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|
2023
Q2 | $182K | Hold |
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|
2023
Q1 | $142K | Buy |
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|
2022
Q4 | $117K | Buy |
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|
2022
Q3 | $81K | Hold |
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|
2022
Q2 | $93K | Hold |
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|
2022
Q1 | $110K | Hold |
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|
2021
Q4 | $116K | Hold |
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|
2021
Q3 | $115K | Hold |
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|
2021
Q2 | $103K | Sell |
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|
2021
Q1 | $95K | Sell |
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|
2020
Q4 | $94K | Hold |
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|
2020
Q3 | $87K | Hold |
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|
2020
Q2 | $80K | Hold |
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|
2020
Q1 | $70K | Hold |
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|
2019
Q4 | $77K | Buy |
|