Global Retirement Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Buy |
+66,737
| New | +$14.6M | 0.36% | 57 |
|
|
2024
Q4 | $9.65M | Sell |
57,937
-461
| -0.8% | -$76.8K | 0.28% | 78 |
|
|
2024
Q3 | $9.95M | Buy |
58,398
+436
| +0.8% | +$74.3K | 0.3% | 71 |
|
|
2024
Q2 | $8.18M | Buy |
57,962
+23,016
| +66% | +$3.25M | 0.26% | 82 |
|
|
2024
Q1 | $4.39M | Buy |
34,946
+2,555
| +8% | +$321K | 0.16% | 139 |
|
|
2023
Q4 | $3.45M | Buy |
32,391
+7,072
| +28% | +$754K | 0.14% | 147 |
|
|
2023
Q3 | $2.71M | Sell |
25,319
-712
| -3% | -$76.2K | 0.14% | 150 |
|
|
2023
Q2 | $3.1M | Buy |
26,031
+444
| +2% | +$52.9K | 0.15% | 136 |
|
|
2023
Q1 | $2.43M | Buy |
25,587
+3,624
| +17% | +$343K | 0.13% | 160 |
|
|
2022
Q4 | $1.8M | Buy |
21,963
+1,180
| +6% | +$96.5K | 0.12% | 177 |
|
|
2022
Q3 | $1.62M | Buy |
20,783
+19
| +0.1% | +$1.48K | 0.12% | 173 |
|
|
2022
Q2 | $1.45M | Buy |
20,764
+307
| +2% | +$21.5K | 0.12% | 186 |
|
|
2022
Q1 | $1.41M | Buy |
+20,457
| New | +$1.41M | 0.11% | 189 |
|
|
2021
Q4 | – | Sell |
-21,727
| Closed | -$1.89M | – | 1302 |
|
|
2021
Q3 | $1.89M | Sell |
21,727
-898
| -4% | -$78.2K | 0.19% | 118 |
|
|
2021
Q2 | $1.76M | Sell |
22,625
-824
| -4% | -$64.1K | 0.18% | 126 |
|
|
2021
Q1 | $1.65M | Buy |
23,449
+219
| +0.9% | +$15.4K | 0.19% | 115 |
|
|
2020
Q4 | $1.5M | Sell |
23,230
-728
| -3% | -$47.1K | 0.19% | 111 |
|
|
2020
Q3 | $1.43M | Sell |
23,958
-2,399
| -9% | -$143K | 0.21% | 106 |
|
|
2020
Q2 | $1.46M | Sell |
26,357
-1,292
| -5% | -$71.4K | 0.23% | 95 |
|
|
2020
Q1 | $1.34M | Buy |
27,649
+2,466
| +10% | +$119K | 0.25% | 89 |
|
|
2019
Q4 | $1.33M | Sell |
25,183
-87
| -0.3% | -$4.61K | 0.2% | 107 |
|
|
2019
Q3 | $1.39M | Buy |
25,270
+6,325
| +33% | +$348K | 0.23% | 101 |
|
|
2019
Q2 | $1.08M | Sell |
18,945
-68
| -0.4% | -$3.87K | 0.21% | 99 |
|
|
2019
Q1 | $1.02M | Buy |
19,013
+1,798
| +10% | +$96.6K | 0.25% | 78 |
|
|
2018
Q4 | $777K | Buy |
17,215
+1,775
| +11% | +$80.1K | 0.2% | 97 |
|
|
2018
Q3 | $796K | Sell |
15,440
-145
| -0.9% | -$7.48K | 0.18% | 113 |
|
|
2018
Q2 | $687K | Buy |
15,585
+1,122
| +8% | +$49.5K | 0.17% | 120 |
|
|
2018
Q1 | $662K | Buy |
14,463
+947
| +7% | +$43.3K | 0.18% | 117 |
|
|
2017
Q4 | $639K | Buy |
13,516
+2,198
| +19% | +$104K | 0.18% | 120 |
|
|
2017
Q3 | $547K | Buy |
11,318
+1,534
| +16% | +$74.1K | 0.23% | 107 |
|
|
2017
Q2 | $491K | Buy |
9,784
+283
| +3% | +$14.2K | 0.23% | 101 |
|
|
2017
Q1 | $424K | Buy |
9,501
+541
| +6% | +$24.1K | 0.24% | 97 |
|
|
2016
Q4 | $345K | Buy |
+8,960
| New | +$345K | 0.23% | 97 |
|