Cooper Financial 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 | $2.04M | Sell |
9,352
-1,396
| -13% | -$305K | 0.24% | 78 |
|
|
2025
Q1 | $1.5M | Sell |
10,748
-1,988
| -16% | -$278K | 0.2% | 102 |
|
|
2024
Q4 | $2.12M | Buy |
12,736
+1,888
| +17% | +$315K | 0.26% | 68 |
|
|
2024
Q3 | $1.85M | Buy |
10,848
+4,671
| +76% | +$796K | 0.24% | 74 |
|
|
2024
Q2 | $872K | Buy |
6,177
+1,705
| +38% | +$241K | 0.13% | 143 |
|
|
2024
Q1 | $562K | Sell |
4,472
-566
| -11% | -$71.1K | 0.09% | 198 |
|
|
2023
Q4 | $531K | Buy |
5,038
+1,525
| +43% | +$161K | 0.1% | 195 |
|
|
2023
Q3 | $372K | Buy |
3,513
+228
| +7% | +$24.1K | 0.09% | 236 |
|
|
2023
Q2 | $391K | Sell |
3,285
-260
| -7% | -$31K | 0.1% | 222 |
|
|
2023
Q1 | $329K | Buy |
3,545
+1,018
| +40% | +$94.6K | 0.09% | 230 |
|
|
2022
Q4 | $207K | Buy |
+2,527
| New | +$207K | 0.06% | 278 |
|
|
2022
Q2 | – | Sell |
-2,458
| Closed | -$203K | – | 275 |
|
|
2022
Q1 | $203K | Buy |
+2,458
| New | +$203K | 0.08% | 237 |
|
|
2021
Q1 | – | Sell |
-4,156
| Closed | -$269K | – | 288 |
|
|
2020
Q4 | $269K | Buy |
+4,156
| New | +$269K | 0.05% | 232 |
|