EFS
Essex Financial Services’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.01M | Buy |
22,935
+852
| +4% | +$186K | 0.33% | 71 |
|
|
2025
Q1 | $3.09M | Sell |
22,083
-481
| -2% | -$67.2K | 0.22% | 101 |
|
|
2024
Q4 | $3.76M | Buy |
22,564
+136
| +0.6% | +$22.7K | 0.27% | 83 |
|
|
2024
Q3 | $3.93M | Sell |
22,428
-594
| -3% | -$104K | 0.28% | 78 |
|
|
2024
Q2 | $2.97M | Buy |
23,022
+2,666
| +13% | +$344K | 0.22% | 95 |
|
|
2024
Q1 | $2.56M | Sell |
20,356
-929
| -4% | -$117K | 0.24% | 92 |
|
|
2023
Q4 | $2.24M | Buy |
21,285
+663
| +3% | +$69.9K | 0.23% | 93 |
|
|
2023
Q3 | $2.18M | Buy |
20,622
+141
| +0.7% | +$14.9K | 0.25% | 85 |
|
|
2023
Q2 | $2.44M | Sell |
20,481
-3,538
| -15% | -$421K | 0.28% | 79 |
|
|
2023
Q1 | $2.23M | Buy |
24,019
+584
| +2% | +$54.3K | 0.24% | 102 |
|
|
2022
Q4 | $1.92M | Sell |
23,435
-2
| -0% | -$163 | 0.2% | 106 |
|
|
2022
Q3 | $1.43M | Buy |
23,437
+174
| +0.7% | +$10.6K | 0.17% | 124 |
|
|
2022
Q2 | $1.63M | Buy |
23,263
+2,215
| +11% | +$155K | 0.18% | 116 |
|
|
2022
Q1 | $1.74M | Buy |
21,048
+2,259
| +12% | +$187K | 0.17% | 129 |
|
|
2021
Q4 | $1.64M | Buy |
18,789
+554
| +3% | +$48.3K | 0.16% | 134 |
|
|
2021
Q3 | $1.59M | Buy |
18,235
+4,102
| +29% | +$357K | 0.18% | 130 |
|
|
2021
Q2 | $992K | Hold |
14,133
| – | – | 0.14% | 150 |
|
|
2021
Q1 | $992K | Buy |
14,133
+2,678
| +23% | +$188K | 0.18% | 128 |
|
|
2020
Q4 | $741K | Buy |
11,455
+249
| +2% | +$16.1K | 0.15% | 144 |
|
|
2020
Q3 | $669K | Sell |
11,206
-14,114
| -56% | -$843K | 0.16% | 127 |
|
|
2020
Q2 | $1.4M | Buy |
25,320
+14,527
| +135% | +$803K | 0.43% | 60 |
|
|
2020
Q1 | $522K | Buy |
10,793
+450
| +4% | +$21.8K | 0.19% | 122 |
|
|
2019
Q4 | $548K | Buy |
10,343
+2,603
| +34% | +$138K | 0.15% | 140 |
|
|
2019
Q3 | $426K | Sell |
7,740
-1,119
| -13% | -$61.6K | 0.14% | 152 |
|
|
2019
Q2 | $505K | Buy |
8,859
+53
| +0.6% | +$3.02K | 0.15% | 137 |
|
|
2019
Q1 | $473K | Sell |
8,806
-943
| -10% | -$50.7K | 0.14% | 133 |
|
|
2018
Q4 | $440K | Sell |
9,749
-1,120
| -10% | -$50.5K | 0.13% | 141 |
|
|
2018
Q3 | $560K | Buy |
10,869
+445
| +4% | +$22.9K | 0.12% | 149 |
|
|
2018
Q2 | $459K | Buy |
10,424
+2,188
| +27% | +$96.3K | 0.11% | 164 |
|
|
2018
Q1 | $377K | Sell |
8,236
-2,940
| -26% | -$135K | 0.07% | 232 |
|
|
2017
Q4 | $528K | Sell |
11,176
-44
| -0.4% | -$2.08K | 0.13% | 146 |
|
|
2017
Q3 | $542K | Buy |
11,220
+495
| +5% | +$23.9K | 0.13% | 145 |
|
|
2017
Q2 | $538K | Sell |
10,725
-3,157
| -23% | -$158K | 0.11% | 178 |
|
|
2017
Q1 | $619K | Sell |
13,882
-669
| -5% | -$29.8K | 0.14% | 156 |
|
|
2016
Q4 | $559K | Buy |
14,551
+1,600
| +12% | +$61.5K | 0.12% | 162 |
|
|
2016
Q3 | $509K | Buy |
12,951
+1,514
| +13% | +$59.5K | 0.12% | 163 |
|
|
2016
Q2 | $468K | Buy |
11,437
+208
| +2% | +$8.51K | 0.11% | 174 |
|
|
2016
Q1 | $459K | Sell |
11,229
-508
| -4% | -$20.8K | 0.11% | 180 |
|
|
2015
Q4 | $429K | Sell |
11,737
-893
| -7% | -$32.6K | 0.1% | 197 |
|
|
2015
Q3 | $456K | Sell |
12,630
-1,618
| -11% | -$58.4K | 0.12% | 185 |
|
|
2015
Q2 | $574K | Sell |
14,248
-1,600
| -10% | -$64.5K | 0.15% | 157 |
|
|
2015
Q1 | $684K | Sell |
15,848
-248
| -2% | -$10.7K | 0.18% | 139 |
|
|
2014
Q4 | $724K | Sell |
16,096
-309
| -2% | -$13.9K | 0.19% | 131 |
|
|
2014
Q3 | $628K | Sell |
16,405
-950
| -5% | -$36.4K | 0.19% | 133 |
|
|
2014
Q2 | $703K | Hold |
17,355
| – | – | 0.21% | 117 |
|
|
2014
Q1 | $710K | Buy |
17,355
+283
| +2% | +$11.6K | 0.23% | 107 |
|
|
2013
Q4 | $653K | Buy |
17,072
+1,297
| +8% | +$49.6K | 0.22% | 108 |
|
|
2013
Q3 | $524 | Sell |
15,775
-569
| -3% | -$19 | 0.16% | 125 |
|
|
2013
Q2 | $502K | Buy |
+16,344
| New | +$502K | 0.18% | 129 |
|