DFA
Delta Financial Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.01M | Sell |
27,501
-618
| -2% | -$135K | 2.11% | 11 |
|
|
2025
Q1 | $3.93M | Buy |
28,119
+254
| +0.9% | +$35.5K | 1.48% | 20 |
|
|
2024
Q4 | $4.64M | Sell |
27,865
-311
| -1% | -$51.8K | 1.73% | 14 |
|
|
2024
Q3 | $4.8M | Sell |
28,176
-547
| -2% | -$93.2K | 1.74% | 13 |
|
|
2024
Q2 | $4.06M | Buy |
28,723
+8
| +0% | +$1.13K | 1.57% | 14 |
|
|
2024
Q1 | $3.61M | Sell |
28,715
-374
| -1% | -$47K | 1.43% | 16 |
|
|
2023
Q4 | $3.07M | Sell |
29,089
-2,753
| -9% | -$290K | 1.33% | 19 |
|
|
2023
Q3 | $3.37M | Sell |
31,842
-219
| -0.7% | -$23.2K | 1.52% | 15 |
|
|
2023
Q2 | $3.82M | Sell |
32,061
-2,196
| -6% | -$262K | 1.69% | 12 |
|
|
2023
Q1 | $3.18M | Sell |
34,257
-469
| -1% | -$43.6K | 1.53% | 15 |
|
|
2022
Q4 | $2.84M | Buy |
34,726
+12
| +0% | +$981 | 1.38% | 20 |
|
|
2022
Q3 | $2.12M | Sell |
34,714
-34
| -0.1% | -$2.08K | 1.13% | 29 |
|
|
2022
Q2 | $2.43M | Sell |
34,748
-90
| -0.3% | -$6.29K | 1.21% | 22 |
|
|
2022
Q1 | $2.88M | Buy |
34,838
+100
| +0.3% | +$8.27K | 1.23% | 20 |
|
|
2021
Q4 | $3.03M | Sell |
34,738
-32
| -0.1% | -$2.79K | 1.23% | 21 |
|
|
2021
Q3 | $3.03M | Buy |
34,770
+9
| +0% | +$784 | 1.35% | 18 |
|
|
2021
Q2 | $2.71M | Sell |
34,761
-198
| -0.6% | -$15.4K | 1.19% | 24 |
|
|
2021
Q1 | $2.45M | Buy |
34,959
+74
| +0.2% | +$5.19K | 1.15% | 26 |
|
|
2020
Q4 | $2.26M | Sell |
34,885
-289
| -0.8% | -$18.7K | 1.13% | 25 |
|
|
2020
Q3 | $2.1M | Sell |
35,174
-3,703
| -10% | -$221K | 1.16% | 27 |
|
|
2020
Q2 | $2.15M | Sell |
38,877
-1,361
| -3% | -$75.2K | 1.27% | 23 |
|
|
2020
Q1 | $1.95M | Sell |
40,238
-22,222
| -36% | -$1.07M | 1.34% | 22 |
|
|
2019
Q4 | $3.31M | Sell |
62,460
-141
| -0.2% | -$7.47K | 1.3% | 27 |
|
|
2019
Q3 | $3.45M | Sell |
62,601
-519
| -0.8% | -$28.6K | 1.4% | 22 |
|
|
2019
Q2 | $3.6M | Buy |
+63,120
| New | +$3.6M | 1.48% | 17 |
|