Donaldson Capital Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Hold |
1,767
| – | – | 0.01% | 176 |
|
|
2025
Q1 | $247K | Sell |
1,767
-729
| -29% | -$102K | 0.01% | 204 |
|
|
2024
Q4 | $416K | Sell |
2,496
-548
| -18% | -$91.3K | 0.02% | 177 |
|
|
2024
Q3 | $519K | Sell |
3,044
-76
| -2% | -$13K | 0.02% | 166 |
|
|
2024
Q2 | $441K | Sell |
3,120
-2,970
| -49% | -$419K | 0.02% | 165 |
|
|
2024
Q1 | $765K | Buy |
6,090
+338
| +6% | +$42.5K | 0.03% | 138 |
|
|
2023
Q4 | $606K | Sell |
5,752
-1,220
| -17% | -$129K | 0.03% | 152 |
|
|
2023
Q3 | $738K | Sell |
6,972
-149
| -2% | -$15.8K | 0.03% | 139 |
|
|
2023
Q2 | $848K | Buy |
7,121
+566
| +9% | +$67.4K | 0.04% | 131 |
|
|
2023
Q1 | $609K | Buy |
6,555
+2,676
| +69% | +$249K | 0.03% | 147 |
|
|
2022
Q4 | $317K | Buy |
3,879
+30
| +0.8% | +$2.45K | 0.02% | 189 |
|
|
2022
Q3 | $235K | Buy |
+3,849
| New | +$235K | 0.01% | 206 |
|
|
2015
Q1 | – | Sell |
-6,489
| Closed | -$292K | – | 152 |
|
|
2014
Q4 | $292K | Buy |
+6,489
| New | +$292K | 0.04% | 118 |
|