Centerpoint Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $999K | Sell |
6,794
-65
| -0.9% | -$10.6K | 0.33% | 36 |
|
|
2025
Q4 | $1.34M | Buy |
6,859
+125
| +2% | +$29.8K | 0.41% | 29 |
|
|
2025
Q3 | $1.89M | Buy |
6,734
+122
| +2% | +$31.1K | 0.59% | 24 |
|
|
2025
Q2 | $1.45M | Sell |
6,612
-100
| -1% | -$16.1K | 0.49% | 27 |
|
|
2025
Q1 | $938K | Sell |
6,712
-60
| -0.9% | -$9.77K | 0.35% | 36 |
|
|
2024
Q4 | $1.13M | Hold |
6,772
| – | – | 0.4% | 34 |
|
|
2024
Q3 | $1.15M | Sell |
6,772
-150
| -2% | -$21.7K | 0.4% | 31 |
|
|
2024
Q2 | $977K | Buy |
6,922
+438
| +7% | +$54.4K | 0.35% | 35 |
|
|
2024
Q1 | $814K | Hold |
6,484
| – | – | 0.31% | 38 |
|
|
2023
Q4 | $684K | Sell |
6,484
-100
| -2% | -$10.9K | 0.27% | 43 |
|
|
2023
Q3 | $697K | Hold |
6,584
| – | – | 0.3% | 43 |
|
|
2023
Q2 | $784K | Hold |
6,584
| – | – | 0.32% | 42 |
|
|
2023
Q1 | $612K | Sell |
6,584
-1,260
| -16% | -$110K | 0.27% | 45 |
|
|
2022
Q4 | $641K | Buy |
7,844
+2,360
| +43% | +$179K | 0.3% | 42 |
|
|
2022
Q3 | $335K | Hold |
5,484
| – | – | 0.18% | 55 |
|
|
2022
Q2 | $383K | Hold |
5,484
| – | – | 0.2% | 53 |
|
|
2022
Q1 | $454K | Buy |
5,484
+684
| +14% | +$55.4K | 0.21% | 50 |
|
|
2021
Q4 | $419K | Hold |
4,800
| – | – | 0.18% | 51 |
|
|
2021
Q3 | $418K | Hold |
4,800
| – | – | 0.2% | 49 |
|
|
2021
Q2 | $374K | Buy |
4,800
+2,800
| +140% | +$219K | 0.18% | 55 |
|
|
2021
Q1 | $140K | Hold |
2,000
| – | – | 0.08% | 70 |
|
|
2020
Q4 | $129K | Hold |
2,000
| – | – | 0.08% | 69 |
|
|
2020
Q3 | $119K | Hold |
2,000
| – | – | 0.09% | 63 |
|
|
2020
Q2 | $111K | Hold |
2,000
| – | – | 0.09% | 63 |
|
|
2020
Q1 | $97K | Sell |
2,000
-756
| -27% | -$39K | 0.1% | 55 |
|
|
2019
Q4 | $146K | Hold |
2,756
| – | – | 0.11% | 54 |
|
|
2019
Q3 | $152K | Hold |
2,756
| – | – | 0.12% | 53 |
|
|
2019
Q2 | $157K | Hold |
2,756
| – | – | 0.13% | 52 |
|
|
2019
Q1 | $148K | Hold |
2,756
| – | – | 0.13% | 51 |
|
|
2018
Q4 | $124K | Buy |
2,756
+756
| +38% | +$36.2K | 0.12% | 56 |
|
|
2018
Q3 | $103K | Hold |
2,000
| – | – | 0.08% | 69 |
|
|
2018
Q2 | $88K | Sell |
2,000
-175
| -8% | -$8.06K | 0.07% | 69 |
|
|
2018
Q1 | $100K | Buy |
2,175
+175
| +9% | +$8.7K | 0.09% | 65 |
|
|
2017
Q4 | $95K | Buy |
+2,000
| New | +$98.1K | 0.08% | 54 |
|
Other funds holding ORCL
VCM
VPM
