Edgemoor Investment Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
9,006
+75
| +0.8% | +$16.4K | 0.17% | 73 |
|
|
2025
Q1 | $1.25M | Buy |
8,931
+46
| +0.5% | +$6.43K | 0.11% | 86 |
|
|
2024
Q4 | $1.48M | Hold |
8,885
| – | – | 0.13% | 81 |
|
|
2024
Q3 | $1.51M | Hold |
8,885
| – | – | 0.13% | 78 |
|
|
2024
Q2 | $1.25M | Hold |
8,885
| – | – | 0.12% | 81 |
|
|
2024
Q1 | $1.12M | Hold |
8,885
| – | – | 0.11% | 84 |
|
|
2023
Q4 | $937K | Hold |
8,885
| – | – | 0.1% | 88 |
|
|
2023
Q3 | $941K | Hold |
8,885
| – | – | 0.11% | 87 |
|
|
2023
Q2 | $1.06M | Hold |
8,885
| – | – | 0.12% | 84 |
|
|
2023
Q1 | $826K | Hold |
8,885
| – | – | 0.1% | 91 |
|
|
2022
Q4 | $726K | Hold |
8,885
| – | – | 0.09% | 98 |
|
|
2022
Q3 | $543K | Hold |
8,885
| – | – | 0.07% | 99 |
|
|
2022
Q2 | $621K | Hold |
8,885
| – | – | 0.08% | 99 |
|
|
2022
Q1 | $735K | Hold |
8,885
| – | – | 0.08% | 97 |
|
|
2021
Q4 | $775K | Hold |
8,885
| – | – | 0.08% | 91 |
|
|
2021
Q3 | $774K | Hold |
8,885
| – | – | 0.09% | 85 |
|
|
2021
Q2 | $692K | Hold |
8,885
| – | – | 0.06% | 87 |
|
|
2021
Q1 | $623K | Hold |
8,885
| – | – | 0.06% | 90 |
|
|
2020
Q4 | $575K | Sell |
8,885
-114
| -1% | -$7.38K | 0.06% | 85 |
|
|
2020
Q3 | $537K | Buy |
8,999
+1
| +0% | +$60 | 0.07% | 86 |
|
|
2020
Q2 | $497K | Hold |
8,998
| – | – | 0.07% | 85 |
|
|
2020
Q1 | $435K | Hold |
8,998
| – | – | 0.07% | 84 |
|
|
2019
Q4 | $477K | Hold |
8,998
| – | – | 0.05% | 97 |
|
|
2019
Q3 | $495K | Hold |
8,998
| – | – | 0.06% | 95 |
|
|
2019
Q2 | $513K | Sell |
8,998
-1,441
| -14% | -$82.2K | 0.06% | 97 |
|
|
2019
Q1 | $561K | Hold |
10,439
| – | – | 0.07% | 96 |
|
|
2018
Q4 | $471K | Hold |
10,439
| – | – | 0.07% | 96 |
|
|
2018
Q3 | $538K | Hold |
10,439
| – | – | 0.07% | 95 |
|
|
2018
Q2 | $460K | Sell |
10,439
-510
| -5% | -$22.5K | 0.06% | 99 |
|
|
2018
Q1 | $501K | Sell |
10,949
-238
| -2% | -$10.9K | 0.07% | 100 |
|
|
2017
Q4 | $555K | Buy |
+11,187
| New | +$555K | 0.07% | 96 |
|