Creative Planning’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $183M | Buy |
835,615
+9,423
| +1% | +$2.06M | 0.16% | 68 |
|
|
2025
Q1 | $116M | Buy |
826,192
+56,836
| +7% | +$7.95M | 0.11% | 91 |
|
|
2024
Q4 | $128M | Sell |
769,356
-5,556
| -0.7% | -$926K | 0.12% | 77 |
|
|
2024
Q3 | $132M | Buy |
774,912
+30,341
| +4% | +$5.17M | 0.13% | 77 |
|
|
2024
Q2 | $105M | Buy |
744,571
+139,513
| +23% | +$19.7M | 0.11% | 85 |
|
|
2024
Q1 | $76M | Buy |
605,058
+17,425
| +3% | +$2.19M | 0.08% | 103 |
|
|
2023
Q4 | $62M | Sell |
587,633
-27,405
| -4% | -$2.89M | 0.11% | 106 |
|
|
2023
Q3 | $65.1M | Buy |
615,038
+55,766
| +10% | +$5.91M | 0.09% | 104 |
|
|
2023
Q2 | $66.6M | Buy |
559,272
+9,251
| +2% | +$1.1M | 0.09% | 100 |
|
|
2023
Q1 | $51.1M | Buy |
550,021
+3,929
| +0.7% | +$365K | 0.07% | 114 |
|
|
2022
Q4 | $44.6M | Buy |
546,092
+43,745
| +9% | +$3.58M | 0.07% | 121 |
|
|
2022
Q3 | $30.7M | Sell |
502,347
-21,447
| -4% | -$1.31M | 0.05% | 136 |
|
|
2022
Q2 | $36.6M | Buy |
523,794
+107,413
| +26% | +$7.5M | 0.06% | 128 |
|
|
2022
Q1 | $34.4M | Buy |
416,381
+78,319
| +23% | +$6.48M | 0.05% | 139 |
|
|
2021
Q4 | $29.5M | Sell |
338,062
-32,006
| -9% | -$2.79M | 0.05% | 142 |
|
|
2021
Q3 | $32.2M | Sell |
370,068
-4,039
| -1% | -$352K | 0.06% | 124 |
|
|
2021
Q2 | $29.1M | Sell |
374,107
-6,076
| -2% | -$473K | 0.05% | 133 |
|
|
2021
Q1 | $26.7M | Buy |
380,183
+2,597
| +0.7% | +$182K | 0.05% | 139 |
|
|
2020
Q4 | $24.4M | Sell |
377,586
-36,533
| -9% | -$2.36M | 0.05% | 141 |
|
|
2020
Q3 | $24.7M | Buy |
414,119
+30,545
| +8% | +$1.82M | 0.06% | 115 |
|
|
2020
Q2 | $21.2M | Sell |
383,574
-34,899
| -8% | -$1.93M | 0.06% | 117 |
|
|
2020
Q1 | $20.2M | Sell |
418,473
-1,246
| -0.3% | -$60.2K | 0.07% | 111 |
|
|
2019
Q4 | $22.2M | Buy |
419,719
+3,947
| +0.9% | +$209K | 0.07% | 115 |
|
|
2019
Q3 | $22.9M | Buy |
415,772
+49,627
| +14% | +$2.73M | 0.07% | 106 |
|
|
2019
Q2 | $20.9M | Buy |
366,145
+3,610
| +1% | +$206K | 0.07% | 113 |
|
|
2019
Q1 | $19.5M | Buy |
362,535
+848
| +0.2% | +$45.5K | 0.07% | 106 |
|
|
2018
Q4 | $16.3M | Sell |
361,687
-19,541
| -5% | -$882K | 0.07% | 109 |
|
|
2018
Q3 | $19.7M | Sell |
381,228
-2,785
| -0.7% | -$144K | 0.07% | 102 |
|
|
2018
Q2 | $16.9M | Sell |
384,013
-8,785
| -2% | -$387K | 0.07% | 104 |
|
|
2018
Q1 | $18M | Buy |
392,798
+20,926
| +6% | +$957K | 0.07% | 96 |
|
|
2017
Q4 | $17.6M | Buy |
371,872
+11,012
| +3% | +$521K | 0.08% | 97 |
|
|
2017
Q3 | $17.4M | Buy |
360,860
+31,945
| +10% | +$1.54M | 0.08% | 101 |
|
|
2017
Q2 | $16.5M | Buy |
328,915
+15,976
| +5% | +$801K | 0.08% | 96 |
|
|
2017
Q1 | $14M | Sell |
312,939
-5,619
| -2% | -$251K | 0.08% | 103 |
|
|
2016
Q4 | $12.2M | Sell |
318,558
-1,901
| -0.6% | -$73.1K | 0.07% | 106 |
|
|
2016
Q3 | $12.6M | Buy |
320,459
+59,035
| +23% | +$2.32M | 0.08% | 105 |
|
|
2016
Q2 | $10.7M | Buy |
261,424
+2,765
| +1% | +$113K | 0.08% | 99 |
|
|
2016
Q1 | $10.6M | Sell |
258,659
-7,479
| -3% | -$306K | 0.08% | 97 |
|
|
2015
Q4 | $9.72M | Buy |
266,138
+11,761
| +5% | +$430K | 0.08% | 105 |
|
|
2015
Q3 | $9.19M | Buy |
254,377
+27,034
| +12% | +$976K | 0.08% | 104 |
|
|
2015
Q2 | $9.16M | Buy |
227,343
+537
| +0.2% | +$21.6K | 0.08% | 103 |
|
|
2015
Q1 | $9.79M | Buy |
226,806
+10,497
| +5% | +$453K | 0.09% | 96 |
|
|
2014
Q4 | $9.73M | Buy |
216,309
+18,703
| +9% | +$841K | 0.1% | 95 |
|
|
2014
Q3 | $7.56M | Buy |
197,606
+15,129
| +8% | +$579K | 0.09% | 101 |
|
|
2014
Q2 | $7.4M | Buy |
182,477
+13,482
| +8% | +$546K | 0.1% | 100 |
|
|
2014
Q1 | $6.91M | Sell |
168,995
-39,937
| -19% | -$1.63M | 0.1% | 92 |
|
|
2013
Q4 | $7.99M | Buy |
208,932
+26,350
| +14% | +$1.01M | 0.14% | 78 |
|
|
2013
Q3 | $6.06M | Sell |
182,582
-498
| -0.3% | -$16.5K | 0.12% | 78 |
|
|
2013
Q2 | $5.62M | Buy |
+183,080
| New | +$5.62M | 0.13% | 72 |
|