FinTrust Capital Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.84M | Buy |
11,164
+462
| +4% | +$76.3K | 0.31% | 74 |
|
|
2024
Q2 | $1.51M | Buy |
10,702
+143
| +1% | +$20.2K | 0.27% | 73 |
|
|
2024
Q1 | $1.33M | Buy |
10,559
+1,507
| +17% | +$189K | 0.26% | 83 |
|
|
2023
Q4 | $954K | Sell |
9,052
-377
| -4% | -$39.7K | 0.19% | 109 |
|
|
2023
Q3 | $999K | Buy |
9,429
+3,779
| +67% | +$400K | 0.22% | 100 |
|
|
2023
Q2 | $462K | Hold |
5,650
| – | – | 0.11% | 167 |
|
|
2023
Q1 | $462K | Hold |
5,650
| – | – | 0.11% | 165 |
|
|
2022
Q4 | $462K | Sell |
5,650
-1,429
| -20% | -$117K | 0.11% | 165 |
|
|
2022
Q3 | $475K | Buy |
7,079
+5,051
| +249% | +$339K | 0.12% | 165 |
|
|
2022
Q2 | $152K | Buy |
2,028
+680
| +50% | +$51K | 0.04% | 306 |
|
|
2022
Q1 | $112K | Sell |
1,348
-589
| -30% | -$48.9K | 0.03% | 403 |
|
|
2021
Q4 | $169K | Hold |
1,937
| – | – | 0.04% | 308 |
|
|
2021
Q3 | $169K | Buy |
1,937
+635
| +49% | +$55.4K | 0.04% | 301 |
|
|
2021
Q2 | $101K | Sell |
1,302
-625
| -32% | -$48.5K | 0.03% | 418 |
|
|
2021
Q1 | $135K | Sell |
1,927
-537
| -22% | -$37.6K | 0.04% | 347 |
|
|
2020
Q4 | $159K | Sell |
2,464
-25
| -1% | -$1.61K | 0.05% | 287 |
|
|
2020
Q3 | $149 | Sell |
2,489
-872
| -26% | -$52 | 0.03% | 285 |
|
|
2020
Q2 | $186K | Sell |
3,361
-13,880
| -81% | -$768K | 0.07% | 215 |
|
|
2020
Q1 | $833K | Sell |
17,241
-1,431
| -8% | -$69.1K | 0.4% | 48 |
|
|
2019
Q4 | $989K | Sell |
18,672
-2,032
| -10% | -$108K | 0.4% | 47 |
|
|
2019
Q3 | $1.14M | Buy |
20,704
+1,486
| +8% | +$81.8K | 0.39% | 31 |
|
|
2019
Q2 | $1.1M | Buy |
19,218
+2,849
| +17% | +$162K | 0.44% | 41 |
|
|
2019
Q1 | $879K | Buy |
16,369
+295
| +2% | +$15.8K | 0.37% | 50 |
|
|
2018
Q4 | $725K | Buy |
+16,074
| New | +$725K | 0.36% | 58 |
|