Financial Engines Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
8,044
-1,089
| -12% | -$238K | ﹤0.01% | 232 |
|
|
2025
Q1 | $1.28M | Buy |
9,133
+1,284
| +16% | +$180K | ﹤0.01% | 232 |
|
|
2024
Q4 | $1.31M | Buy |
7,849
+1,904
| +32% | +$317K | ﹤0.01% | 237 |
|
|
2024
Q3 | $1.01M | Sell |
5,945
-647
| -10% | -$110K | ﹤0.01% | 234 |
|
|
2024
Q2 | $931K | Buy |
6,592
+1,333
| +25% | +$188K | ﹤0.01% | 219 |
|
|
2024
Q1 | $661K | Buy |
5,259
+2,841
| +117% | +$357K | ﹤0.01% | 224 |
|
|
2023
Q4 | $255K | Buy |
+2,418
| New | +$255K | ﹤0.01% | 285 |
|
|
2023
Q1 | – | Sell |
-6,162
| Closed | -$504K | – | 306 |
|
|
2022
Q4 | $504K | Buy |
+6,162
| New | +$504K | ﹤0.01% | 212 |
|
|
2022
Q2 | – | Sell |
-4,059
| Closed | -$336K | – | 322 |
|
|
2022
Q1 | $336K | Sell |
4,059
-1,076
| -21% | -$89.1K | ﹤0.01% | 238 |
|
|
2021
Q4 | $448K | Sell |
5,135
-8,433
| -62% | -$736K | ﹤0.01% | 167 |
|
|
2021
Q3 | $1.18M | Buy |
13,568
+1,121
| +9% | +$97.7K | ﹤0.01% | 103 |
|
|
2021
Q2 | $969K | Buy |
12,447
+1,063
| +9% | +$82.8K | ﹤0.01% | 104 |
|
|
2021
Q1 | $799K | Sell |
11,384
-530
| -4% | -$37.2K | ﹤0.01% | 134 |
|
|
2020
Q4 | $771K | Buy |
11,914
+280
| +2% | +$18.1K | ﹤0.01% | 133 |
|
|
2020
Q3 | $695K | Buy |
+11,634
| New | +$695K | ﹤0.01% | 135 |
|
|
2018
Q4 | – | Sell |
-223
| Closed | -$12K | – | 160 |
|
|
2018
Q3 | $12K | Sell |
223
-5
| -2% | -$269 | ﹤0.01% | 89 |
|
|
2018
Q2 | $10K | Sell |
228
-173
| -43% | -$7.59K | ﹤0.01% | 90 |
|
|
2018
Q1 | $18K | Sell |
401
-109
| -21% | -$4.89K | ﹤0.01% | 80 |
|
|
2017
Q4 | $24K | Buy |
+510
| New | +$24K | ﹤0.01% | 86 |
|
|
2017
Q2 | – | Sell |
-48
| Closed | -$2K | – | 110 |
|
|
2017
Q1 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 94 |
|