Cornerstone Advisory’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Sell |
12,961
-111
| -0.8% | -$24.3K | 0.3% | 55 |
|
|
2025
Q1 | $1.93M | Buy |
13,072
+104
| +0.8% | +$15.4K | 0.23% | 66 |
|
|
2024
Q4 | $2.26M | Buy |
12,968
+3,299
| +34% | +$575K | 0.26% | 61 |
|
|
2024
Q3 | $1.65M | Sell |
9,669
-262
| -3% | -$44.6K | 0.22% | 67 |
|
|
2024
Q2 | $1.4M | Buy |
9,931
+376
| +4% | +$53.1K | 0.2% | 70 |
|
|
2024
Q1 | $1.2M | Buy |
9,555
+658
| +7% | +$82.6K | 0.17% | 77 |
|
|
2023
Q4 | $938K | Buy |
8,897
+321
| +4% | +$33.8K | 0.15% | 86 |
|
|
2023
Q3 | $908K | Buy |
8,576
+54
| +0.6% | +$5.72K | 0.16% | 87 |
|
|
2023
Q2 | $1.01M | Buy |
8,522
+740
| +10% | +$88.1K | 0.18% | 81 |
|
|
2023
Q1 | $723K | Buy |
7,782
+65
| +0.8% | +$6.04K | 0.13% | 110 |
|
|
2022
Q4 | $631K | Buy |
7,717
+1,358
| +21% | +$111K | 0.12% | 107 |
|
|
2022
Q3 | $388K | Sell |
6,359
-270
| -4% | -$16.5K | 0.09% | 131 |
|
|
2022
Q2 | $463K | Sell |
6,629
-115
| -2% | -$8.03K | 0.11% | 119 |
|
|
2022
Q1 | $558K | Sell |
6,744
-1,446
| -18% | -$120K | 0.09% | 159 |
|
|
2021
Q4 | $714K | Buy |
8,190
+1,458
| +22% | +$127K | 0.1% | 147 |
|
|
2021
Q3 | $587K | Buy |
6,732
+10
| +0.1% | +$872 | 0.1% | 154 |
|
|
2021
Q2 | $523K | Buy |
6,722
+1
| +0% | +$78 | 0.09% | 155 |
|
|
2021
Q1 | $472K | Hold |
6,721
| – | – | 0.09% | 157 |
|
|
2020
Q4 | $435K | Buy |
6,721
+202
| +3% | +$13.1K | 0.09% | 152 |
|
|
2020
Q3 | $389K | Hold |
6,519
| – | – | 0.09% | 142 |
|
|
2020
Q2 | $360K | Hold |
6,519
| – | – | 0.09% | 132 |
|
|
2020
Q1 | $315K | Sell |
6,519
-68
| -1% | -$3.29K | 0.1% | 123 |
|
|
2019
Q4 | $349K | Buy |
6,587
+16
| +0.2% | +$848 | 0.07% | 136 |
|
|
2019
Q3 | $362K | Hold |
6,571
| – | – | 0.08% | 123 |
|
|
2019
Q2 | $374K | Sell |
6,571
-797
| -11% | -$45.4K | 0.08% | 123 |
|
|
2019
Q1 | $396K | Sell |
7,368
-108
| -1% | -$5.81K | 0.09% | 118 |
|
|
2018
Q4 | $338K | Buy |
7,476
+208
| +3% | +$9.4K | 0.09% | 116 |
|
|
2018
Q3 | $375K | Sell |
7,268
-100
| -1% | -$5.16K | 0.11% | 109 |
|
|
2018
Q2 | $325K | Hold |
7,368
| – | – | 0.11% | 116 |
|
|
2018
Q1 | $337K | Hold |
7,368
| – | – | 0.12% | 111 |
|
|
2017
Q4 | $348K | Buy |
7,368
+100
| +1% | +$4.72K | 0.12% | 112 |
|
|
2017
Q3 | $351K | Sell |
7,268
-100
| -1% | -$4.83K | 0.12% | 113 |
|
|
2017
Q2 | $369K | Hold |
7,368
| – | – | 0.12% | 105 |
|
|
2017
Q1 | $329K | Buy |
7,368
+243
| +3% | +$10.9K | 0.17% | 83 |
|
|
2016
Q4 | $274K | Hold |
7,125
| – | – | 0.21% | 71 |
|
|
2016
Q3 | $280K | Hold |
7,125
| – | – | 0.23% | 63 |
|
|
2016
Q2 | $292K | Hold |
7,125
| – | – | 0.25% | 61 |
|
|
2016
Q1 | $291K | Hold |
7,125
| – | – | 0.25% | 62 |
|
|
2015
Q4 | $260K | Buy |
+7,125
| New | +$260K | 0.22% | 66 |
|