DT Investment Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Sell |
1,426
-56
| -4% | -$12.2K | 0.03% | 121 |
|
|
2025
Q1 | $207K | Hold |
1,482
| – | – | 0.02% | 142 |
|
|
2024
Q4 | $247K | Sell |
1,482
-545
| -27% | -$90.8K | 0.02% | 131 |
|
|
2024
Q3 | $345K | Buy |
2,027
+255
| +14% | +$43.5K | 0.03% | 121 |
|
|
2024
Q2 | $250K | Buy |
1,772
+601
| +51% | +$84.9K | 0.02% | 125 |
|
|
2024
Q1 | $147K | Hold |
1,171
| – | – | 0.01% | 149 |
|
|
2023
Q4 | $134K | Buy |
1,171
+645
| +123% | +$73.6K | 0.01% | 155 |
|
|
2023
Q3 | $55.7K | Hold |
526
| – | – | 0.01% | 196 |
|
|
2023
Q2 | $62K | Hold |
526
| – | – | 0.01% | 196 |
|
|
2023
Q1 | $49.9K | Hold |
526
| – | – | 0.01% | 204 |
|
|
2022
Q4 | $43K | Hold |
526
| – | – | 0.01% | 213 |
|
|
2022
Q3 | $32K | Buy |
+526
| New | +$32K | 0.01% | 224 |
|
|
2022
Q2 | – | Sell |
-12,610
| Closed | -$1.04M | – | 157 |
|
|
2022
Q1 | $1.04M | Buy |
12,610
+64
| +0.5% | +$5.3K | 0.13% | 79 |
|
|
2021
Q4 | $1.09M | Buy |
12,546
+673
| +6% | +$58.7K | 0.14% | 72 |
|
|
2021
Q3 | $1.04M | Sell |
11,873
-791
| -6% | -$69K | 0.14% | 76 |
|
|
2021
Q2 | $986K | Sell |
12,664
-4,085
| -24% | -$318K | 0.14% | 67 |
|
|
2021
Q1 | $1.18M | Buy |
16,749
+402
| +2% | +$28.2K | 0.17% | 60 |
|
|
2020
Q4 | $1.06M | Buy |
16,347
+11,695
| +251% | +$756K | 0.17% | 56 |
|
|
2020
Q3 | $278K | Hold |
4,652
| – | – | 0.04% | 98 |
|
|
2020
Q2 | $257K | Hold |
4,652
| – | – | 0.03% | 104 |
|
|
2020
Q1 | $225K | Sell |
4,652
-1,600
| -26% | -$77.4K | 0.04% | 110 |
|
|
2019
Q4 | $331K | Buy |
+6,252
| New | +$331K | 0.03% | 131 |
|