Gradient Investments’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8M | Sell |
76,735
-67
| -0.1% | -$14.6K | 0.31% | 104 |
|
|
2025
Q1 | $10.7M | Buy |
76,802
+2,572
| +3% | +$360K | 0.22% | 134 |
|
|
2024
Q4 | $12.4M | Sell |
74,230
-16,204
| -18% | -$2.7M | 0.25% | 123 |
|
|
2024
Q3 | $15.4M | Sell |
90,434
-40,414
| -31% | -$6.89M | 0.32% | 90 |
|
|
2024
Q2 | $18.5M | Sell |
130,848
-5,969
| -4% | -$843K | 0.41% | 76 |
|
|
2024
Q1 | $17.2M | Buy |
136,817
+133,376
| +3,876% | +$16.8M | 0.4% | 77 |
|
|
2023
Q4 | $363K | Sell |
3,441
-236
| -6% | -$24.9K | 0.01% | 286 |
|
|
2023
Q3 | $389K | Sell |
3,677
-143,644
| -98% | -$15.2M | 0.01% | 255 |
|
|
2023
Q2 | $17.5M | Sell |
147,321
-49,823
| -25% | -$5.93M | 0.45% | 59 |
|
|
2023
Q1 | $18.3M | Buy |
197,144
+7,081
| +4% | +$658K | 0.5% | 53 |
|
|
2022
Q4 | $15.5M | Buy |
190,063
+187,912
| +8,736% | +$15.4M | 0.49% | 52 |
|
|
2022
Q3 | $131K | Buy |
2,151
+76
| +4% | +$4.63K | ﹤0.01% | 324 |
|
|
2022
Q2 | $145K | Sell |
2,075
-107
| -5% | -$7.48K | ﹤0.01% | 325 |
|
|
2022
Q1 | $180K | Buy |
2,182
+384
| +21% | +$31.7K | ﹤0.01% | 300 |
|
|
2021
Q4 | $157K | Buy |
1,798
+49
| +3% | +$4.28K | ﹤0.01% | 303 |
|
|
2021
Q3 | $152K | Hold |
1,749
| – | – | ﹤0.01% | 312 |
|
|
2021
Q2 | $136K | Buy |
1,749
+53
| +3% | +$4.12K | ﹤0.01% | 328 |
|
|
2021
Q1 | $119K | Sell |
1,696
-9
| -0.5% | -$631 | ﹤0.01% | 339 |
|
|
2020
Q4 | $102K | Hold |
1,705
| – | – | ﹤0.01% | 315 |
|
|
2020
Q3 | $102K | Sell |
1,705
-166,205
| -99% | -$9.94M | ﹤0.01% | 315 |
|
|
2020
Q2 | $9.28M | Sell |
167,910
-22,949
| -12% | -$1.27M | 0.42% | 70 |
|
|
2020
Q1 | $9.22M | Buy |
190,859
+185,068
| +3,196% | +$8.94M | 0.5% | 52 |
|
|
2019
Q4 | $307K | Buy |
5,791
+4,116
| +246% | +$218K | 0.01% | 233 |
|
|
2019
Q3 | $92K | Buy |
1,675
+81
| +5% | +$4.45K | ﹤0.01% | 310 |
|
|
2019
Q2 | $91K | Hold |
1,594
| – | – | ﹤0.01% | 316 |
|
|
2019
Q1 | $86K | Sell |
1,594
-647
| -29% | -$34.9K | 0.01% | 289 |
|
|
2018
Q4 | $101K | Buy |
2,241
+449
| +25% | +$20.2K | 0.01% | 268 |
|
|
2018
Q3 | $92K | Sell |
1,792
-226
| -11% | -$11.6K | ﹤0.01% | 288 |
|
|
2018
Q2 | $89K | Buy |
2,018
+171
| +9% | +$7.54K | ﹤0.01% | 274 |
|
|
2018
Q1 | $85K | Buy |
1,847
+155
| +9% | +$7.13K | ﹤0.01% | 285 |
|
|
2017
Q4 | $80K | Buy |
+1,692
| New | +$80K | ﹤0.01% | 300 |
|
|
2017
Q3 | – | Sell |
-1,998
| Closed | -$100K | – | 557 |
|
|
2017
Q2 | $100K | Sell |
1,998
-550
| -22% | -$27.5K | 0.01% | 255 |
|
|
2017
Q1 | $114K | Buy |
2,548
+1,132
| +80% | +$50.6K | 0.01% | 250 |
|
|
2016
Q4 | $54K | Hold |
1,416
| – | – | ﹤0.01% | 259 |
|
|
2016
Q3 | $56K | Buy |
1,416
+650
| +85% | +$25.7K | 0.01% | 257 |
|
|
2016
Q2 | $31K | Sell |
766
-333
| -30% | -$13.5K | ﹤0.01% | 305 |
|
|
2016
Q1 | $45K | Hold |
1,099
| – | – | 0.01% | 259 |
|
|
2015
Q4 | $40K | Sell |
1,099
-3
| -0.3% | -$109 | 0.01% | 271 |
|
|
2015
Q3 | $40K | Sell |
1,102
-1,032
| -48% | -$37.5K | 0.01% | 247 |
|
|
2015
Q2 | $86K | Sell |
2,134
-539
| -20% | -$21.7K | 0.01% | 208 |
|
|
2015
Q1 | $115K | Buy |
2,673
+1,282
| +92% | +$55.2K | 0.02% | 189 |
|
|
2014
Q4 | $63K | Buy |
1,391
+356
| +34% | +$16.1K | 0.01% | 214 |
|
|
2014
Q3 | $40K | Hold |
1,035
| – | – | 0.01% | 231 |
|
|
2014
Q2 | $42K | Hold |
1,035
| – | – | 0.01% | 230 |
|
|
2014
Q1 | $42K | Sell |
1,035
-485
| -32% | -$19.7K | 0.01% | 213 |
|
|
2013
Q4 | $58K | Buy |
1,520
+500
| +49% | +$19.1K | 0.02% | 215 |
|
|
2013
Q3 | $34K | Hold |
1,020
| – | – | 0.01% | 197 |
|
|
2013
Q2 | $31K | Buy |
+1,020
| New | +$31K | 0.01% | 203 |
|