DBIA
Dumont & Blake Investment Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
12,484
+140
| +1% | +$30.6K | 0.71% | 30 |
|
|
2025
Q1 | $1.73M | Buy |
12,344
+8
| +0.1% | +$1.12K | 0.48% | 57 |
|
|
2024
Q4 | $2.06M | Sell |
12,336
-11
| -0.1% | -$1.83K | 0.55% | 44 |
|
|
2024
Q3 | $2.1M | Sell |
12,347
-12,465
| -50% | -$2.12M | 0.56% | 46 |
|
|
2024
Q2 | $3.5M | Buy |
24,812
+12,468
| +101% | +$1.76M | 0.5% | 52 |
|
|
2024
Q1 | $1.55M | Buy |
12,344
+150
| +1% | +$18.8K | 0.45% | 60 |
|
|
2023
Q4 | $1.29M | Sell |
12,194
-260
| -2% | -$27.4K | 0.4% | 63 |
|
|
2023
Q3 | $1.32M | Buy |
12,454
+115
| +0.9% | +$12.2K | 0.45% | 58 |
|
|
2023
Q2 | $1.47M | Sell |
12,339
-105
| -0.8% | -$12.5K | 0.48% | 57 |
|
|
2023
Q1 | $1.16M | Sell |
12,444
-40
| -0.3% | -$3.72K | 0.39% | 71 |
|
|
2022
Q4 | $1.02M | Buy |
12,484
+17
| +0.1% | +$1.39K | 0.36% | 78 |
|
|
2022
Q3 | $761K | Buy |
12,467
+25
| +0.2% | +$1.53K | 0.28% | 93 |
|
|
2022
Q2 | $869K | Buy |
12,442
+2
| +0% | +$140 | 0.28% | 93 |
|
|
2022
Q1 | $1.03M | Buy |
12,440
+184
| +2% | +$15.2K | 0.28% | 94 |
|
|
2021
Q4 | $1.07M | Sell |
12,256
-1,190
| -9% | -$104K | 0.28% | 97 |
|
|
2021
Q3 | $1.17M | Sell |
13,446
-715
| -5% | -$62.3K | 0.34% | 84 |
|
|
2021
Q2 | $1.1M | Buy |
14,161
+255
| +2% | +$19.8K | 0.31% | 90 |
|
|
2021
Q1 | $976K | Sell |
13,906
-200
| -1% | -$14K | 0.3% | 92 |
|
|
2020
Q4 | $913K | Sell |
14,106
-1,332
| -9% | -$86.2K | 0.31% | 90 |
|
|
2020
Q3 | $922K | Sell |
15,438
-786
| -5% | -$46.9K | 0.35% | 82 |
|
|
2020
Q2 | $897K | Sell |
16,224
-449
| -3% | -$24.8K | 0.37% | 76 |
|
|
2020
Q1 | $806K | Sell |
16,673
-688
| -4% | -$33.3K | 0.41% | 73 |
|
|
2019
Q4 | $920K | Buy |
17,361
+25
| +0.1% | +$1.33K | 0.36% | 82 |
|
|
2019
Q3 | $954K | Sell |
17,336
-425
| -2% | -$23.4K | 0.4% | 78 |
|
|
2019
Q2 | $1.01M | Sell |
17,761
-150
| -0.8% | -$8.55K | 0.42% | 71 |
|
|
2019
Q1 | $962K | Sell |
17,911
-5,825
| -25% | -$313K | 0.41% | 79 |
|
|
2018
Q4 | $1.07M | Sell |
23,736
-1,420
| -6% | -$64.1K | 0.5% | 63 |
|
|
2018
Q3 | $1.3M | Buy |
25,156
+1,424
| +6% | +$73.4K | 0.51% | 56 |
|
|
2018
Q2 | $1.05M | Hold |
23,732
| – | – | 0.44% | 76 |
|
|
2018
Q1 | $1.09M | Buy |
23,732
+25
| +0.1% | +$1.14K | 0.46% | 74 |
|
|
2017
Q4 | $1.12M | Sell |
23,707
-210
| -0.9% | -$9.93K | 0.46% | 75 |
|
|
2017
Q3 | $1.16M | Buy |
23,917
+200
| +0.8% | +$9.67K | 0.49% | 72 |
|
|
2017
Q2 | $1.19M | Sell |
23,717
-350
| -1% | -$17.5K | 0.53% | 68 |
|
|
2017
Q1 | $1.07M | Sell |
24,067
-6,205
| -20% | -$277K | 0.48% | 72 |
|
|
2016
Q4 | $1.16M | Sell |
30,272
-252
| -0.8% | -$9.69K | 0.55% | 60 |
|
|
2016
Q3 | $1.2M | Sell |
30,524
-5,700
| -16% | -$224K | 0.59% | 53 |
|
|
2016
Q2 | $1.48M | Sell |
36,224
-862
| -2% | -$35.3K | 0.74% | 42 |
|
|
2016
Q1 | $1.52M | Sell |
37,086
-1,000
| -3% | -$40.9K | 0.78% | 39 |
|
|
2015
Q4 | $1.39M | Buy |
38,086
+563
| +2% | +$20.6K | 0.71% | 42 |
|
|
2015
Q3 | $1.36M | Sell |
37,523
-552
| -1% | -$19.9K | 0.73% | 44 |
|
|
2015
Q2 | $1.53M | Hold |
38,075
| – | – | 0.75% | 44 |
|
|
2015
Q1 | $1.64M | Sell |
38,075
-200
| -0.5% | -$8.63K | 0.8% | 43 |
|
|
2014
Q4 | $1.72M | Sell |
38,275
-100
| -0.3% | -$4.5K | 0.85% | 35 |
|
|
2014
Q3 | $1.47M | Hold |
38,375
| – | – | 0.76% | 43 |
|
|
2014
Q2 | $1.56M | Sell |
38,375
-380
| -1% | -$15.4K | 0.78% | 40 |
|
|
2014
Q1 | $1.59M | Sell |
38,755
-715
| -2% | -$29.2K | 0.82% | 37 |
|
|
2013
Q4 | $1.51M | Sell |
39,470
-4,224
| -10% | -$162K | 0.78% | 43 |
|
|
2013
Q3 | $1.45M | Hold |
43,694
| – | – | 0.69% | 52 |
|
|
2013
Q2 | $1.34M | Buy |
+43,694
| New | +$1.34M | 0.81% | 43 |
|