Equitable Holdings’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.53M | Buy |
43,586
+6,083
| +16% | +$1.33M | 0.08% | 209 |
|
2025
Q1 | $5.24M | Buy |
37,503
+12,945
| +53% | +$1.81M | 0.05% | 282 |
|
2024
Q4 | $4.09M | Buy |
24,558
+3,826
| +18% | +$638K | 0.04% | 322 |
|
2024
Q3 | $3.53M | Buy |
20,732
+5,433
| +36% | +$926K | 0.03% | 349 |
|
2024
Q2 | $2.16M | Buy |
15,299
+784
| +5% | +$111K | 0.02% | 436 |
|
2024
Q1 | $1.82M | Sell |
14,515
-2,394
| -14% | -$301K | 0.02% | 469 |
|
2023
Q4 | $1.78M | Buy |
16,909
+3,088
| +22% | +$326K | 0.02% | 440 |
|
2023
Q3 | $1.46M | Buy |
13,821
+2,805
| +25% | +$297K | 0.02% | 444 |
|
2023
Q2 | $1.31M | Buy |
11,016
+690
| +7% | +$82.2K | 0.02% | 451 |
|
2023
Q1 | $959K | Buy |
10,326
+797
| +8% | +$74.1K | 0.02% | 474 |
|
2022
Q4 | $779K | Sell |
9,529
-194
| -2% | -$15.9K | 0.01% | 503 |
|
2022
Q3 | $594K | Buy |
9,723
+3,205
| +49% | +$196K | 0.01% | 521 |
|
2022
Q2 | $455K | Buy |
6,518
+142
| +2% | +$9.91K | 0.01% | 580 |
|
2022
Q1 | $527K | Buy |
6,376
+653
| +11% | +$54K | 0.01% | 563 |
|
2021
Q4 | $499K | Buy |
5,723
+91
| +2% | +$7.93K | 0.01% | 563 |
|
2021
Q3 | $491K | Buy |
5,632
+432
| +8% | +$37.7K | 0.01% | 548 |
|
2021
Q2 | $405K | Buy |
5,200
+278
| +6% | +$21.7K | 0.01% | 582 |
|
2021
Q1 | $345K | Sell |
4,922
-695
| -12% | -$48.7K | 0.01% | 584 |
|
2020
Q4 | $363K | Buy |
5,617
+536
| +11% | +$34.6K | 0.01% | 528 |
|
2020
Q3 | $303K | Sell |
5,081
-410
| -7% | -$24.5K | 0.01% | 513 |
|
2020
Q2 | $303K | Buy |
5,491
+751
| +16% | +$41.4K | 0.01% | 504 |
|
2020
Q1 | $229K | Buy |
4,740
+282
| +6% | +$13.6K | 0.01% | 515 |
|
2019
Q4 | $236K | Buy |
+4,458
| New | +$236K | 0.01% | 546 |
|