Ervin Investment Management’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.35M Sell
10,755
-540
-5% -$118K 1.47% 16
2025
Q1
$1.58M Buy
11,295
+260
+2% +$36.4K 1.07% 19
2024
Q4
$1.84M Sell
11,035
-625
-5% -$104K 1.19% 18
2024
Q3
$1.99M Sell
11,660
-360
-3% -$61.3K 1.28% 16
2024
Q2
$1.7M Sell
12,020
-360
-3% -$50.8K 1.18% 16
2024
Q1
$1.56M Sell
12,380
-445
-3% -$55.9K 1.09% 17
2023
Q4
$1.36M Hold
12,825
1.04% 18
2023
Q3
$1.36M Sell
12,825
-675
-5% -$71.5K 1.14% 18
2023
Q2
$1.61M Sell
13,500
-645
-5% -$76.8K 1.29% 16
2023
Q1
$1.28M Sell
14,145
-3,520
-20% -$319K 1.12% 20
2022
Q4
$1.44M Sell
17,665
-150
-0.8% -$12.3K 1.31% 17
2022
Q3
$1.09M Sell
17,815
-300
-2% -$18.3K 1.08% 20
2022
Q2
$1.25M Sell
18,115
-615
-3% -$42.6K 1.16% 20
2022
Q1
$1.56M Sell
18,730
-30
-0.2% -$2.5K 1.19% 17
2021
Q4
$1.64M Buy
+18,760
New +$1.64M 1.31% 17