Financial Perspectives’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $991K | Hold |
4,534
| – | – | 0.3% | 50 |
|
|
2025
Q1 | $634K | Hold |
4,534
| – | – | 0.22% | 65 |
|
|
2024
Q4 | $756K | Buy |
4,534
+615
| +16% | +$102K | 0.25% | 56 |
|
|
2024
Q3 | $668K | Hold |
3,919
| – | – | 0.23% | 60 |
|
|
2024
Q2 | $553K | Hold |
3,919
| – | – | 0.2% | 65 |
|
|
2024
Q1 | $492K | Sell |
3,919
-4
| -0.1% | -$502 | 0.19% | 72 |
|
|
2023
Q4 | $414K | Buy |
3,923
+37
| +1% | +$3.9K | 0.17% | 76 |
|
|
2023
Q3 | $412K | Hold |
3,886
| – | – | 0.19% | 71 |
|
|
2023
Q2 | $463K | Hold |
3,886
| – | – | 0.2% | 71 |
|
|
2023
Q1 | $361K | Hold |
3,886
| – | – | 0.17% | 79 |
|
|
2022
Q4 | $318K | Hold |
3,886
| – | – | 0.16% | 83 |
|
|
2022
Q3 | $237K | Hold |
3,886
| – | – | 0.13% | 102 |
|
|
2022
Q2 | $272K | Hold |
3,886
| – | – | 0.15% | 91 |
|
|
2022
Q1 | $321K | Hold |
3,886
| – | – | 0.15% | 87 |
|
|
2021
Q4 | $339K | Hold |
3,886
| – | – | 0.16% | 84 |
|
|
2021
Q3 | $339K | Hold |
3,886
| – | – | 0.17% | 83 |
|
|
2021
Q2 | $302K | Sell |
3,886
-268,795
| -99% | -$20.9M | 0.15% | 100 |
|
|
2021
Q1 | $3.89M | Buy |
272,681
+268,795
| +6,917% | +$3.83M | 0.19% | 93 |
|
|
2020
Q4 | $251K | Hold |
3,886
| – | – | 0.14% | 101 |
|
|
2020
Q3 | $232K | Buy |
3,886
+2,071
| +114% | +$124K | 0.15% | 89 |
|
|
2020
Q2 | $100K | Hold |
1,815
| – | – | 0.07% | 140 |
|
|
2020
Q1 | $87.7K | Hold |
1,815
| – | – | 0.07% | 122 |
|
|
2019
Q4 | $96.2K | Buy |
+1,815
| New | +$96.2K | 0.07% | 127 |
|