ERn Financial LLC’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.75M | Sell |
8,003
-4,918
| -38% | -$1.08M | 0.37% | 57 |
|
2025
Q1 | $1.81M | Sell |
12,921
-247
| -2% | -$34.5K | 0.29% | 69 |
|
2024
Q4 | $2.19M | Buy |
13,168
+303
| +2% | +$50.5K | 0.33% | 63 |
|
2024
Q3 | $2.19M | Sell |
12,865
-46
| -0.4% | -$7.84K | 0.33% | 63 |
|
2024
Q2 | $1.82M | Buy |
12,911
+80
| +0.6% | +$11.3K | 0.3% | 65 |
|
2024
Q1 | $1.61M | Buy |
12,831
+93
| +0.7% | +$11.7K | 0.28% | 68 |
|
2023
Q4 | $1.38M | Buy |
12,738
+314
| +3% | +$34.1K | 0.26% | 71 |
|
2023
Q3 | $1.32M | Buy |
12,424
+559
| +5% | +$59.2K | 0.29% | 74 |
|
2023
Q2 | $1.41M | Buy |
11,865
+3,925
| +49% | +$467K | 0.3% | 70 |
|
2023
Q1 | $738K | Buy |
7,940
+9
| +0.1% | +$836 | 0.16% | 98 |
|
2022
Q4 | $648K | Buy |
7,931
+353
| +5% | +$28.9K | 0.15% | 103 |
|
2022
Q3 | $463K | Buy |
7,578
+52
| +0.7% | +$3.18K | 0.12% | 109 |
|
2022
Q2 | $526K | Sell |
7,526
-20
| -0.3% | -$1.4K | 0.13% | 105 |
|
2022
Q1 | $624K | Buy |
7,546
+3
| +0% | +$248 | 0.14% | 95 |
|
2021
Q4 | $658K | Sell |
7,543
-1,000
| -12% | -$87.2K | 0.15% | 87 |
|
2021
Q3 | $744K | Hold |
8,543
| – | – | 0.19% | 73 |
|
2021
Q2 | $665K | Buy |
8,543
+55
| +0.6% | +$4.28K | 0.24% | 58 |
|
2021
Q1 | $596K | Hold |
8,488
| – | – | 0.23% | 56 |
|
2020
Q4 | $549K | Hold |
8,488
| – | – | 0.23% | 57 |
|
2020
Q3 | $507K | Buy |
8,488
+614
| +8% | +$36.7K | 0.24% | 51 |
|
2020
Q2 | $435K | Buy |
+7,874
| New | +$435K | 0.22% | 52 |
|
2019
Q4 | – | Sell |
-8,372
| Closed | -$461K | – | 70 |
|
2019
Q3 | $461K | Hold |
8,372
| – | – | 0.33% | 34 |
|
2019
Q2 | $477K | Sell |
8,372
-278
| -3% | -$15.8K | 0.36% | 33 |
|
2019
Q1 | $471K | Hold |
8,650
| – | – | 0.28% | 44 |
|
2018
Q4 | $391K | Buy |
+8,650
| New | +$391K | 0.35% | 43 |
|