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