Community Financial Services Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.47M | Buy |
11,301
+8,945
| +380% | +$1.96M | 0.49% | 50 |
|
2025
Q1 | $329K | Sell |
2,356
-868
| -27% | -$121K | 0.07% | 85 |
|
2024
Q4 | $537K | Hold |
3,224
| – | – | 0.11% | 76 |
|
2024
Q3 | $549K | Sell |
3,224
-13
| -0.4% | -$2.22K | 0.11% | 88 |
|
2024
Q2 | $457K | Buy |
3,237
+13
| +0.4% | +$1.84K | 0.1% | 97 |
|
2024
Q1 | $405K | Buy |
+3,224
| New | +$405K | 0.09% | 113 |
|
2023
Q3 | $248K | Buy |
+2,346
| New | +$248K | 0.06% | 113 |
|
2021
Q4 | $241K | Sell |
2,767
-75
| -3% | -$6.53K | 0.06% | 100 |
|
2021
Q3 | $248K | Sell |
2,842
-1,793
| -39% | -$156K | 0.07% | 98 |
|
2021
Q2 | $361K | Buy |
4,635
+241
| +5% | +$18.8K | 0.1% | 87 |
|
2021
Q1 | $308K | Sell |
4,394
-4,681
| -52% | -$328K | 0.09% | 86 |
|
2020
Q4 | $587K | Buy |
9,075
+500
| +6% | +$32.3K | 0.18% | 63 |
|
2020
Q3 | $512K | Buy |
8,575
+1,391
| +19% | +$83.1K | 0.19% | 61 |
|
2020
Q2 | $397K | Buy |
7,184
+2,240
| +45% | +$124K | 0.15% | 65 |
|
2020
Q1 | $239K | Buy |
4,944
+144
| +3% | +$6.96K | 0.08% | 66 |
|
2019
Q4 | $254K | Sell |
4,800
-210
| -4% | -$11.1K | 0.07% | 71 |
|
2019
Q3 | $276K | Buy |
5,010
+255
| +5% | +$14K | 0.08% | 71 |
|
2019
Q2 | $271K | Sell |
4,755
-2,163
| -31% | -$123K | 0.09% | 58 |
|
2019
Q1 | $372K | Sell |
6,918
-887
| -11% | -$47.7K | 0.13% | 63 |
|
2018
Q4 | $352K | Sell |
7,805
-37
| -0.5% | -$1.67K | 0.13% | 63 |
|
2018
Q3 | $404K | Sell |
7,842
-13
| -0.2% | -$670 | 0.14% | 60 |
|
2018
Q2 | $346K | Buy |
7,855
+2,550
| +48% | +$112K | 0.12% | 61 |
|
2018
Q1 | $243K | Hold |
5,305
| – | – | 0.1% | 62 |
|
2017
Q4 | $251K | Hold |
5,305
| – | – | 0.1% | 60 |
|
2017
Q3 | $256K | Buy |
+5,305
| New | +$256K | 0.1% | 55 |
|
2015
Q4 | – | Sell |
-5,627
| Closed | -$203K | – | 178 |
|
2015
Q3 | $203K | Sell |
5,627
-1,065
| -16% | -$38.4K | 0.1% | 67 |
|
2015
Q2 | $270K | Sell |
6,692
-182
| -3% | -$7.34K | 0.13% | 64 |
|
2015
Q1 | $297K | Sell |
6,874
-843
| -11% | -$36.4K | 0.14% | 60 |
|
2014
Q4 | $347K | Buy |
7,717
+163
| +2% | +$7.33K | 0.16% | 59 |
|
2014
Q3 | $289K | Sell |
7,554
-149
| -2% | -$5.7K | 0.14% | 63 |
|
2014
Q2 | $312K | Sell |
7,703
-422
| -5% | -$17.1K | 0.15% | 61 |
|
2014
Q1 | $332K | Sell |
8,125
-975
| -11% | -$39.8K | 0.16% | 61 |
|
2013
Q4 | $348K | Hold |
9,100
| – | – | 0.19% | 57 |
|
2013
Q3 | $302K | Hold |
9,100
| – | – | 0.17% | 60 |
|
2013
Q2 | $279K | Buy |
+9,100
| New | +$279K | 0.17% | 61 |
|