Exeter Financial’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.23M | Sell |
23,919
-5,592
| -19% | -$1.22M | 2.33% | 9 |
|
|
2025
Q1 | $4.13M | Buy |
29,511
+191
| +0.7% | +$26.7K | 1.85% | 20 |
|
|
2024
Q4 | $4.89M | Sell |
29,320
-2,438
| -8% | -$406K | 2.24% | 11 |
|
|
2024
Q3 | $5.41M | Sell |
31,758
-2,931
| -8% | -$499K | 2.4% | 8 |
|
|
2024
Q2 | $4.9M | Sell |
34,689
-2,880
| -8% | -$407K | 2.34% | 9 |
|
|
2024
Q1 | $4.67M | Sell |
37,569
-573
| -2% | -$71.2K | 2.15% | 13 |
|
|
2023
Q4 | $3.95M | Buy |
38,142
+774
| +2% | +$80.2K | 1.92% | 14 |
|
|
2023
Q3 | $3.96M | Buy |
37,368
+291
| +0.8% | +$30.8K | 2.09% | 13 |
|
|
2023
Q2 | $4.26M | Sell |
37,077
-6,784
| -15% | -$779K | 2.2% | 11 |
|
|
2023
Q1 | $4.11M | Sell |
43,861
-431
| -1% | -$40.4K | 2.06% | 14 |
|
|
2022
Q4 | $3.62M | Buy |
44,292
+1,373
| +3% | +$112K | 1.89% | 17 |
|
|
2022
Q3 | $2.62M | Buy |
42,919
+2,056
| +5% | +$126K | 1.52% | 22 |
|
|
2022
Q2 | $2.86M | Buy |
40,863
+1,555
| +4% | +$109K | 1.59% | 20 |
|
|
2022
Q1 | $3.25M | Buy |
39,308
+919
| +2% | +$76K | 1.76% | 19 |
|
|
2021
Q4 | $3.42M | Sell |
38,389
-3,957
| -9% | -$353K | 1.87% | 16 |
|
|
2021
Q3 | $3.69M | Sell |
42,346
-1,152
| -3% | -$100K | 2.2% | 12 |
|
|
2021
Q2 | $3.56M | Sell |
43,498
-324
| -0.7% | -$26.5K | 2.06% | 14 |
|
|
2021
Q1 | $3.08M | Buy |
43,822
+429
| +1% | +$30.1K | 1.94% | 18 |
|
|
2020
Q4 | $2.81M | Buy |
43,393
+809
| +2% | +$52.3K | 1.95% | 17 |
|
|
2020
Q3 | $2.54M | Buy |
42,584
+228
| +0.5% | +$13.6K | 1.99% | 16 |
|
|
2020
Q2 | $2.34M | Sell |
42,356
-1,593
| -4% | -$88K | 1.95% | 18 |
|
|
2020
Q1 | $2.12M | Buy |
43,949
+2,000
| +5% | +$96.7K | 2% | 17 |
|
|
2019
Q4 | $2.22M | Sell |
41,949
-1,000
| -2% | -$53K | 1.72% | 21 |
|
|
2019
Q3 | $2.36M | Buy |
42,949
+3,370
| +9% | +$185K | 1.88% | 20 |
|
|
2019
Q2 | $2.26M | Sell |
39,579
-3,270
| -8% | -$186K | 1.89% | 20 |
|
|
2019
Q1 | $2.3M | Sell |
42,849
-1,850
| -4% | -$99.3K | 1.99% | 18 |
|
|
2018
Q4 | $2.02M | Buy |
44,699
+300
| +0.7% | +$13.5K | 1.9% | 19 |
|
|
2018
Q3 | $2.29M | Sell |
44,399
-100
| -0.2% | -$5.16K | 1.88% | 21 |
|
|
2018
Q2 | $1.96M | Sell |
44,499
-2,800
| -6% | -$123K | 1.73% | 22 |
|
|
2018
Q1 | $2.16M | Buy |
47,299
+1,900
| +4% | +$86.9K | 1.86% | 20 |
|
|
2017
Q4 | $2.15M | Buy |
+45,399
| New | +$2.15M | 1.87% | 20 |
|