First Heartland Consultants’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Sell |
2,215
-128
| -5% | -$28K | 0.04% | 279 |
|
|
2025
Q1 | $328K | Buy |
2,343
+581
| +33% | +$81.2K | 0.03% | 329 |
|
|
2024
Q4 | $294K | Buy |
1,762
+141
| +9% | +$23.5K | 0.03% | 351 |
|
|
2024
Q3 | $276K | Sell |
1,621
-3,271
| -67% | -$557K | 0.03% | 357 |
|
|
2024
Q2 | $691 | Sell |
4,892
-167
| -3% | -$24 | 0.05% | 214 |
|
|
2024
Q1 | $635K | Sell |
5,059
-26
| -0.5% | -$3.26K | 0.07% | 218 |
|
|
2023
Q4 | $536K | Sell |
5,085
-27
| -0.5% | -$2.85K | 0.06% | 206 |
|
|
2023
Q3 | $541K | Buy |
5,112
+126
| +3% | +$13.3K | 0.07% | 199 |
|
|
2023
Q2 | $594K | Sell |
4,986
-68
| -1% | -$8.1K | 0.08% | 184 |
|
|
2023
Q1 | $470K | Sell |
5,054
-60
| -1% | -$5.58K | 0.07% | 206 |
|
|
2022
Q4 | $418K | Buy |
5,114
+423
| +9% | +$34.6K | 0.07% | 225 |
|
|
2022
Q3 | $286 | Sell |
4,691
-325
| -6% | -$20 | 0.02% | 269 |
|
|
2022
Q2 | $350K | Hold |
5,016
| – | – | 0.05% | 237 |
|
|
2022
Q1 | $414K | Sell |
5,016
-147
| -3% | -$12.1K | 0.06% | 206 |
|
|
2021
Q4 | $450 | Sell |
5,163
-33
| -0.6% | -$3 | 0.02% | 214 |
|
|
2021
Q3 | $453K | Sell |
5,196
-380
| -7% | -$33.1K | 0.07% | 214 |
|
|
2021
Q2 | $434K | Buy |
5,576
+69
| +1% | +$5.37K | 0.07% | 235 |
|
|
2021
Q1 | $386K | Buy |
5,507
+2
| +0% | +$140 | 0.06% | 244 |
|
|
2020
Q4 | $356K | Sell |
5,505
-153
| -3% | -$9.89K | 0.06% | 219 |
|
|
2020
Q3 | $338K | Buy |
5,658
+2
| +0% | +$119 | 0.06% | 192 |
|
|
2020
Q2 | $313K | Buy |
5,656
+2
| +0% | +$111 | 0.06% | 208 |
|
|
2020
Q1 | $273K | Sell |
5,654
-44
| -0.8% | -$2.13K | 0.07% | 201 |
|
|
2019
Q4 | $302K | Sell |
5,698
-2
| -0% | -$106 | 0.06% | 229 |
|
|
2019
Q3 | $314K | Buy |
5,700
+105
| +2% | +$5.78K | 0.07% | 221 |
|
|
2019
Q2 | $319K | Buy |
5,595
+47
| +0.8% | +$2.68K | 0.08% | 205 |
|
|
2019
Q1 | $298K | Buy |
+5,548
| New | +$298K | 0.08% | 203 |
|
|
2018
Q4 | – | Sell |
-4,425
| Closed | -$228K | – | 258 |
|
|
2018
Q3 | $228K | Sell |
4,425
-3,199
| -42% | -$165K | 0.07% | 228 |
|
|
2018
Q2 | $336K | Sell |
7,624
-499
| -6% | -$22K | 0.12% | 171 |
|
|
2018
Q1 | $372K | Buy |
8,123
+2
| +0% | +$92 | 0.11% | 190 |
|
|
2017
Q4 | $384K | Sell |
8,121
-6,128
| -43% | -$290K | 0.12% | 191 |
|
|
2017
Q3 | $689K | Sell |
14,249
-249
| -2% | -$12K | 0.17% | 168 |
|
|
2017
Q2 | $727K | Buy |
14,498
+1,902
| +15% | +$95.4K | 0.19% | 151 |
|
|
2017
Q1 | $562K | Buy |
12,596
+234
| +2% | +$10.4K | 0.16% | 179 |
|
|
2016
Q4 | $475K | Buy |
+12,362
| New | +$475K | 0.14% | 180 |
|
|
2013
Q4 | – | Sell |
-16,394
| Closed | -$549K | – | 232 |
|
|
2013
Q3 | $549K | Sell |
16,394
-2,951
| -15% | -$98.8K | 0.33% | 88 |
|
|
2013
Q2 | $594K | Buy |
+19,345
| New | +$594K | 0.34% | 76 |
|