Clear Creek Financial Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Buy |
2,633
+802
| +44% | +$175K | 0.05% | 329 |
|
|
2025
Q1 | $256K | Buy |
1,831
+57
| +3% | +$7.97K | 0.03% | 427 |
|
|
2024
Q4 | $296K | Buy |
1,774
+195
| +12% | +$32.5K | 0.03% | 376 |
|
|
2024
Q3 | $269K | Buy |
1,579
+70
| +5% | +$11.9K | 0.03% | 372 |
|
|
2024
Q2 | $213K | Buy |
+1,509
| New | +$213K | 0.03% | 406 |
|
|
2023
Q4 | – | Sell |
-11,138
| Closed | -$1.18M | – | 363 |
|
|
2023
Q3 | $1.18M | Buy |
11,138
+358
| +3% | +$37.9K | 0.21% | 88 |
|
|
2023
Q2 | $1.28M | Buy |
10,780
+586
| +6% | +$69.8K | 0.22% | 85 |
|
|
2023
Q1 | $947K | Buy |
10,194
+790
| +8% | +$73.4K | 0.18% | 108 |
|
|
2022
Q4 | $769K | Buy |
9,404
+5,919
| +170% | +$484K | 0.17% | 119 |
|
|
2022
Q3 | $213K | Sell |
3,485
-432
| -11% | -$26.4K | 0.05% | 246 |
|
|
2022
Q2 | $274K | Buy |
3,917
+591
| +18% | +$41.3K | 0.06% | 227 |
|
|
2022
Q1 | $275K | Buy |
3,326
+94
| +3% | +$7.77K | 0.04% | 272 |
|
|
2021
Q4 | $282K | Sell |
3,232
-5,000
| -61% | -$436K | 0.04% | 260 |
|
|
2021
Q3 | $717K | Buy |
8,232
+902
| +12% | +$78.6K | 0.12% | 159 |
|
|
2021
Q2 | $571K | Buy |
+7,330
| New | +$571K | 0.09% | 170 |
|
|
2021
Q1 | – | Sell |
-7,330
| Closed | -$474K | – | 196 |
|
|
2020
Q4 | $474K | Buy |
+7,330
| New | +$474K | 0.09% | 191 |
|