EI
Ellevest Inc’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
6,515
-379
| -5% | -$82.9K | 0.23% | 65 |
|
|
2025
Q1 | $964K | Buy |
6,894
+365
| +6% | +$51K | 0.06% | 107 |
|
|
2024
Q4 | $1.09M | Buy |
6,529
+5
| +0.1% | +$833 | 0.06% | 98 |
|
|
2024
Q3 | $1.11M | Sell |
6,524
-216
| -3% | -$36.8K | 0.06% | 100 |
|
|
2024
Q2 | $952K | Buy |
6,740
+76
| +1% | +$10.7K | 0.06% | 100 |
|
|
2024
Q1 | $837K | Buy |
6,664
+159
| +2% | +$20K | 0.05% | 121 |
|
|
2023
Q4 | $686K | Buy |
6,505
+387
| +6% | +$40.8K | 0.05% | 133 |
|
|
2023
Q3 | $648K | Buy |
6,118
+189
| +3% | +$20K | 0.05% | 112 |
|
|
2023
Q2 | $706K | Buy |
5,929
+1,236
| +26% | +$147K | 0.05% | 96 |
|
|
2023
Q1 | $436K | Buy |
4,693
+3,052
| +186% | +$284K | 0.03% | 162 |
|
|
2022
Q4 | $134K | Buy |
1,641
+448
| +38% | +$36.6K | 0.01% | 376 |
|
|
2022
Q3 | $73K | Sell |
1,193
-36
| -3% | -$2.2K | 0.01% | 485 |
|
|
2022
Q2 | $86K | Buy |
1,229
+145
| +13% | +$10.1K | 0.01% | 446 |
|
|
2022
Q1 | $90K | Buy |
1,084
+378
| +54% | +$31.4K | 0.01% | 426 |
|
|
2021
Q4 | $62K | Sell |
706
-2,916
| -81% | -$256K | 0.01% | 468 |
|
|
2021
Q3 | $316K | Buy |
3,622
+291
| +9% | +$25.4K | 0.03% | 183 |
|
|
2021
Q2 | $259K | Buy |
3,331
+3,110
| +1,407% | +$242K | 0.03% | 200 |
|
|
2021
Q1 | $16K | Buy |
221
+86
| +64% | +$6.23K | ﹤0.01% | 704 |
|
|
2020
Q4 | $9K | Sell |
135
-271
| -67% | -$18.1K | ﹤0.01% | 756 |
|
|
2020
Q3 | $24K | Buy |
406
+265
| +188% | +$15.7K | ﹤0.01% | 497 |
|
|
2020
Q2 | $8K | Sell |
141
-656
| -82% | -$37.2K | ﹤0.01% | 660 |
|
|
2020
Q1 | $39K | Buy |
797
+221
| +38% | +$10.8K | 0.01% | 278 |
|
|
2019
Q4 | $31K | Sell |
576
-12
| -2% | -$646 | 0.01% | 323 |
|
|
2019
Q3 | $32K | Buy |
588
+88
| +18% | +$4.79K | 0.01% | 153 |
|
|
2019
Q2 | $28K | Hold |
500
| – | – | 0.01% | 177 |
|
|
2019
Q1 | $27K | Hold |
500
| – | – | 0.01% | 132 |
|
|
2018
Q4 | $23K | Buy |
+500
| New | +$23K | 0.01% | 303 |
|