Everett Harris & Co’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
|
|||||
|
2025
Q1 | $1.23M | Buy |
|
|||||
|
2024
Q4 | $1.46M | Buy |
|
|||||
|
2024
Q3 | $966K | Sell |
|
|||||
|
2024
Q2 | $815K | Sell |
|
|||||
|
2024
Q1 | $737K | Sell |
|
|||||
|
2023
Q4 | $629K | Sell |
|
|||||
|
2023
Q3 | $643K | Hold |
|
|||||
|
2023
Q2 | $723K | Buy |
|
|||||
|
2023
Q1 | $545K | Buy |
|
|||||
|
2022
Q4 | $465K | Hold |
|
|||||
|
2022
Q3 | $348K | Hold |
|
|||||
|
2022
Q2 | $398K | Hold |
|
|||||
|
2022
Q1 | $471K | Hold |
|
|||||
|
2021
Q4 | $497K | Buy |
|
|||||
|
2021
Q3 | $480K | Hold |
|
|||||
|
2021
Q2 | $429K | Hold |
|
|||||
|
2021
Q1 | $387K | Hold |
|
|||||
|
2020
Q4 | $356K | Hold |
|
|||||
|
2020
Q3 | $329K | Sell |
|
|||||
|
2020
Q2 | $306K | Buy |
|
|||||
|
2020
Q1 | $239K | Sell |
|
|||||
|
2019
Q4 | $294K | Hold |
|
|||||
|
2019
Q3 | $306K | Hold |
|
|||||
|
2019
Q2 | $316K | Hold |
|
|||||
|
2019
Q1 | $298K | Buy |
|
|||||
|
2018
Q4 | $246K | Hold |
|
|||||
|
2018
Q3 | $281K | Sell |
|
|||||
|
2018
Q2 | $256K | Sell |
|
|||||
|
2018
Q1 | $277K | Buy |
|
|||||
|
2017
Q4 | $256K | Hold |
|
|||||
|
2017
Q3 | $262K | Hold |
|
|||||
|
2017
Q2 | $271K | Sell |
|
|||||
|
2017
Q1 | $250K | Hold |
|
|||||
|
2016
Q4 | $216K | Sell |
|
|||||
|
2016
Q3 | $226K | Sell |
|
|||||
|
2016
Q2 | $269K | Sell |
|
|||||
|
2016
Q1 | $272K | Hold |
|
|||||
|
2015
Q4 | $243K | Hold |
|
|||||
|
2015
Q3 | $241K | Hold |
|
|||||
|
2015
Q2 | $268K | Hold |
|
|||||
|
2015
Q1 | $287K | Hold |
|
|||||
|
2014
Q4 | $299K | Sell |
|
|||||
|
2014
Q3 | $282K | Buy |
|
|||||
|
2014
Q2 | $264K | Hold |
|
|||||
|
2014
Q1 | $266K | Hold |
|
|||||
|
2013
Q4 | $249K | Sell |
|
|||||
|
2013
Q3 | $229K | Sell |
|
|||||
|
2013
Q2 | $320K | Buy |
|