First Dallas Securities’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Sell |
2,200
-100
| -4% | -$21.9K | 0.19% | 84 |
|
|
2025
Q1 | $322K | Hold |
2,300
| – | – | 0.13% | 98 |
|
|
2024
Q4 | $383K | Hold |
2,300
| – | – | 0.16% | 98 |
|
|
2024
Q3 | $392K | Hold |
2,300
| – | – | 0.16% | 100 |
|
|
2024
Q2 | $325K | Hold |
2,300
| – | – | 0.14% | 97 |
|
|
2024
Q1 | $289K | Buy |
2,300
+300
| +15% | +$37.7K | 0.13% | 106 |
|
|
2023
Q4 | $211K | Buy |
+2,000
| New | +$211K | 0.11% | 118 |
|
|
2023
Q3 | – | Sell |
-2,000
| Closed | -$238K | – | 169 |
|
|
2023
Q2 | $238K | Buy |
+2,000
| New | +$238K | 0.13% | 116 |
|
|
2018
Q1 | – | Sell |
-4,450
| Closed | -$210K | – | 129 |
|
|
2017
Q4 | $210K | Sell |
4,450
-7,750
| -64% | -$366K | 0.13% | 101 |
|
|
2017
Q3 | $590K | Buy |
+12,200
| New | +$590K | 0.41% | 63 |
|