DY
Dowling & Yahnke’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $8.25M | Buy |
135,154
+687
| +0.5% | +$42K | 0.38% | 64 |
|
|
2022
Q2 | $9.4M | Sell |
134,467
-1,386
| -1% | -$96.8K | 0.44% | 52 |
|
|
2022
Q1 | $11.2M | Sell |
135,853
-301
| -0.2% | -$24.9K | 0.49% | 50 |
|
|
2021
Q4 | $11.9M | Sell |
136,154
-1,471
| -1% | -$128K | 0.57% | 45 |
|
|
2021
Q3 | $12M | Sell |
137,625
-557
| -0.4% | -$48.5K | 0.66% | 35 |
|
|
2021
Q2 | $10.8M | Buy |
138,182
+499
| +0.4% | +$38.8K | 0.62% | 40 |
|
|
2021
Q1 | $9.66M | Sell |
137,683
-974
| -0.7% | -$68.3K | 0.66% | 44 |
|
|
2020
Q4 | $8.97M | Buy |
138,657
+3,433
| +3% | +$222K | 0.64% | 43 |
|
|
2020
Q3 | $8.07M | Buy |
135,224
+2,738
| +2% | +$163K | 0.65% | 43 |
|
|
2020
Q2 | $7.32M | Buy |
132,486
+3,853
| +3% | +$213K | 0.61% | 46 |
|
|
2020
Q1 | $6.22M | Sell |
128,633
-4,981
| -4% | -$241K | 0.6% | 49 |
|
|
2019
Q4 | $7.08M | Sell |
133,614
-594
| -0.4% | -$31.5K | 0.54% | 60 |
|
|
2019
Q3 | $7.39M | Sell |
134,208
-180
| -0.1% | -$9.91K | 0.61% | 52 |
|
|
2019
Q2 | $7.66M | Sell |
134,388
-5,733
| -4% | -$327K | 0.63% | 50 |
|
|
2019
Q1 | $7.53M | Sell |
140,121
-3,283
| -2% | -$176K | 0.72% | 42 |
|
|
2018
Q4 | $6.99M | Buy |
143,404
+332
| +0.2% | +$16.2K | 0.72% | 45 |
|
|
2018
Q3 | $7.38M | Sell |
143,072
-1,385
| -1% | -$71.4K | 0.64% | 47 |
|
|
2018
Q2 | $6.37M | Sell |
144,457
-3,498
| -2% | -$154K | 0.59% | 55 |
|
|
2018
Q1 | $6.77M | Sell |
147,955
-4,560
| -3% | -$209K | 0.63% | 46 |
|
|
2017
Q4 | $7.21M | Buy |
152,515
+10
| +0% | +$473 | 0.65% | 48 |
|
|
2017
Q3 | $7.37M | Buy |
152,505
+4
| +0% | +$193 | 0.75% | 36 |
|
|
2017
Q2 | $7.65M | Sell |
152,501
-3,565
| -2% | -$179K | 0.81% | 31 |
|
|
2017
Q1 | $6.96M | Buy |
156,066
+131
| +0.1% | +$5.84K | 0.74% | 39 |
|
|
2016
Q4 | $6M | Sell |
155,935
-1,193
| -0.8% | -$45.9K | 0.67% | 45 |
|
|
2016
Q3 | $6.17M | Sell |
157,128
-154
| -0.1% | -$6.05K | 0.72% | 43 |
|
|
2016
Q2 | $6.44M | Buy |
157,282
+1,910
| +1% | +$78.2K | 0.77% | 37 |
|
|
2016
Q1 | $6.36M | Buy |
155,372
+3,449
| +2% | +$141K | 0.78% | 33 |
|
|
2015
Q4 | $5.55M | Buy |
151,923
+778
| +0.5% | +$28.4K | 0.7% | 41 |
|
|
2015
Q3 | $5.46M | Buy |
151,145
+2,919
| +2% | +$105K | 0.74% | 35 |
|
|
2015
Q2 | $5.97M | Buy |
148,226
+1,975
| +1% | +$79.6K | 0.75% | 33 |
|
|
2015
Q1 | $6.31M | Sell |
146,251
-35
| -0% | -$1.51K | 0.79% | 29 |
|
|
2014
Q4 | $6.58M | Sell |
146,286
-2,542
| -2% | -$114K | 0.82% | 27 |
|
|
2014
Q3 | $5.7M | Buy |
148,828
+933
| +0.6% | +$35.7K | 0.75% | 32 |
|
|
2014
Q2 | $5.99M | Sell |
147,895
-1,755
| -1% | -$71.1K | 0.77% | 32 |
|
|
2014
Q1 | $6.12M | Buy |
149,650
+53
| +0% | +$2.17K | 0.81% | 30 |
|
|
2013
Q4 | $5.72M | Buy |
149,597
+5,670
| +4% | +$217K | 0.8% | 30 |
|
|
2013
Q3 | $4.77M | Buy |
143,927
+1,105
| +0.8% | +$36.7K | 0.75% | 35 |
|
|
2013
Q2 | $4.39M | Buy |
+142,822
| New | +$4.39M | 0.73% | 39 |
|