Frisch Financial Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $875K | Sell |
4,002
-144
| -3% | -$31.5K | 0.21% | 60 |
|
|
2025
Q1 | $580K | Sell |
4,146
-3
| -0.1% | -$420 | 0.16% | 66 |
|
|
2024
Q4 | $691K | Buy |
4,149
+6
| +0.1% | +$999 | 0.21% | 55 |
|
|
2024
Q3 | $706K | Sell |
4,143
-370
| -8% | -$63.1K | 0.21% | 53 |
|
|
2024
Q2 | $637K | Sell |
4,513
-7
| -0.2% | -$988 | 0.19% | 56 |
|
|
2024
Q1 | $568K | Buy |
4,520
+30
| +0.7% | +$3.77K | 0.19% | 58 |
|
|
2023
Q4 | $473K | Buy |
4,490
+8
| +0.2% | +$843 | 0.18% | 62 |
|
|
2023
Q3 | $475K | Sell |
4,482
-229
| -5% | -$24.3K | 0.19% | 60 |
|
|
2023
Q2 | $561K | Buy |
4,711
+990
| +27% | +$118K | 0.27% | 57 |
|
|
2023
Q1 | $346K | Sell |
3,721
-119
| -3% | -$11.1K | 0.13% | 89 |
|
|
2022
Q4 | $314K | Buy |
3,840
+15
| +0.4% | +$1.23K | 0.12% | 95 |
|
|
2022
Q3 | $234K | Buy |
3,825
+14
| +0.4% | +$856 | 0.1% | 99 |
|
|
2022
Q2 | $266K | Sell |
3,811
-229
| -6% | -$16K | 0.1% | 99 |
|
|
2022
Q1 | $334K | Buy |
4,040
+255
| +7% | +$21.1K | 0.11% | 103 |
|
|
2021
Q4 | $330K | Buy |
3,785
+10
| +0.3% | +$872 | 0.1% | 114 |
|
|
2021
Q3 | $329K | Buy |
3,775
+12
| +0.3% | +$1.05K | 0.11% | 106 |
|
|
2021
Q2 | $293K | Sell |
3,763
-113
| -3% | -$8.8K | 0.09% | 116 |
|
|
2021
Q1 | $272K | Sell |
3,876
-87
| -2% | -$6.11K | 0.09% | 117 |
|
|
2020
Q4 | $256K | Buy |
3,963
+16
| +0.4% | +$1.03K | 0.09% | 106 |
|
|
2020
Q3 | $236K | Buy |
3,947
+117
| +3% | +$7K | 0.1% | 92 |
|
|
2020
Q2 | $212K | Sell |
3,830
-316
| -8% | -$17.5K | 0.1% | 88 |
|
|
2020
Q1 | $200K | Sell |
4,146
-136
| -3% | -$6.56K | 0.12% | 100 |
|
|
2019
Q4 | $227K | Buy |
4,282
+221
| +5% | +$11.7K | 0.11% | 105 |
|
|
2019
Q3 | $223K | Sell |
4,061
-243
| -6% | -$13.3K | 0.13% | 92 |
|
|
2019
Q2 | $245K | Sell |
4,304
-83
| -2% | -$4.73K | 0.16% | 84 |
|
|
2019
Q1 | $236K | Buy |
+4,387
| New | +$236K | 0.14% | 91 |
|