FormulaFolio Investments’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $22K | Hold |
281
| – | – | 0.01% | 186 |
|
|
2021
Q1 | $22K | Sell |
281
-7,564
| -96% | -$592K | 0.01% | 187 |
|
|
2020
Q4 | $508K | Buy |
7,845
+2,069
| +36% | +$134K | 0.01% | 437 |
|
|
2020
Q3 | $345K | Sell |
5,776
-1,480
| -20% | -$88.4K | 0.01% | 236 |
|
|
2020
Q2 | $401K | Buy |
7,256
+2,278
| +46% | +$126K | 0.02% | 208 |
|
|
2020
Q1 | $241K | Buy |
4,978
+184
| +4% | +$8.91K | 0.01% | 248 |
|
|
2019
Q4 | $254K | Sell |
4,794
-795
| -14% | -$42.1K | 0.01% | 328 |
|
|
2019
Q3 | $308K | Buy |
5,589
+543
| +11% | +$29.9K | 0.01% | 279 |
|
|
2019
Q2 | $287K | Sell |
5,046
-1,596
| -24% | -$90.8K | 0.01% | 274 |
|
|
2019
Q1 | $357K | Buy |
6,642
+1,416
| +27% | +$76.1K | 0.02% | 243 |
|
|
2018
Q4 | $269K | Hold |
5,226
| – | – | 0.01% | 278 |
|
|
2018
Q3 | $269K | Sell |
5,226
-328
| -6% | -$16.9K | 0.01% | 278 |
|
|
2018
Q2 | $245K | Buy |
5,554
+141
| +3% | +$6.22K | 0.01% | 275 |
|
|
2018
Q1 | $248K | Buy |
5,413
+225
| +4% | +$10.3K | 0.01% | 239 |
|
|
2017
Q4 | $245K | Buy |
5,188
+378
| +8% | +$17.9K | 0.02% | 231 |
|
|
2017
Q3 | $233K | Buy |
4,810
+101
| +2% | +$4.89K | 0.02% | 204 |
|
|
2017
Q2 | $236K | Sell |
4,709
-93
| -2% | -$4.66K | 0.02% | 197 |
|
|
2017
Q1 | $214K | Buy |
+4,802
| New | +$214K | 0.02% | 202 |
|