Grandfield & Dodd’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.45M Hold
11,224
0.14% 76
2025
Q1
$1.57M Buy
11,224
+24
+0.2% +$3.36K 0.1% 93
2024
Q4
$1.87M Hold
11,200
0.12% 88
2024
Q3
$1.91M Sell
11,200
-9
-0.1% -$1.53K 0.11% 87
2024
Q2
$1.58M Hold
11,209
0.1% 91
2024
Q1
$1.41M Buy
11,209
+9
+0.1% +$1.13K 0.09% 98
2023
Q4
$1.18M Sell
11,200
-200
-2% -$21.1K 0.08% 100
2023
Q3
$1.21M Hold
11,400
0.09% 97
2023
Q2
$1.36M Buy
11,400
+54
+0.5% +$6.43K 0.09% 93
2023
Q1
$1.05M Buy
11,346
+200
+2% +$18.6K 0.07% 102
2022
Q4
$911K Buy
11,146
+112
+1% +$9.16K 0.07% 107
2022
Q3
$670K Hold
11,034
0.05% 117
2022
Q2
$770K Hold
11,034
0.06% 111
2022
Q1
$910K Buy
11,034
+4,774
+76% +$394K 0.06% 107
2021
Q4
$550K Buy
6,260
+38
+0.6% +$3.34K 0.04% 133
2021
Q3
$540K Buy
6,222
+40
+0.6% +$3.47K 0.04% 131
2021
Q2
$480K Hold
6,182
0.03% 135
2021
Q1
$430K Hold
6,182
0.03% 139
2020
Q4
$400K Sell
6,182
-350
-5% -$22.6K 0.03% 137
2020
Q3
$390K Sell
6,532
-381
-6% -$22.7K 0.04% 136
2020
Q2
$380K Sell
6,913
-245
-3% -$13.5K 0.04% 138
2020
Q1
$346K Buy
7,158
+320
+5% +$15.5K 0.04% 132
2019
Q4
$362K Hold
6,838
0.03% 140
2019
Q3
$376K Buy
6,838
+350
+5% +$19.2K 0.04% 139
2019
Q2
$370K Hold
6,488
0.04% 141
2019
Q1
$348K Sell
6,488
-400
-6% -$21.5K 0.04% 142
2018
Q4
$311K Sell
6,888
-212
-3% -$9.57K 0.04% 142
2018
Q3
$366K Hold
7,100
0.04% 144
2018
Q2
$313K Hold
7,100
0.03% 152
2018
Q1
$325K Sell
7,100
-100
-1% -$4.58K 0.04% 148
2017
Q4
$340K Buy
7,200
+100
+1% +$4.72K 0.04% 150
2017
Q3
$343K Sell
7,100
-170
-2% -$8.21K 0.04% 150
2017
Q2
$365K Sell
7,270
-516
-7% -$25.9K 0.04% 150
2017
Q1
$347K Hold
7,786
0.04% 148
2016
Q4
$299K Sell
7,786
-1,682
-18% -$64.6K 0.04% 158
2016
Q3
$372K Buy
9,468
+1,682
+22% +$66.1K 0.05% 138
2016
Q2
$319K Sell
7,786
-1,096
-12% -$44.9K 0.04% 145
2016
Q1
$363K Buy
8,882
+996
+13% +$40.7K 0.05% 131
2015
Q4
$288K Buy
7,886
+274
+4% +$10K 0.04% 149
2015
Q3
$275K Buy
7,612
+300
+4% +$10.8K 0.05% 143
2015
Q2
$295K Buy
7,312
+572
+8% +$23.1K 0.05% 144
2015
Q1
$291K Sell
6,740
-28
-0.4% -$1.21K 0.04% 141
2014
Q4
$304K Sell
6,768
-66
-1% -$2.97K 0.05% 139
2014
Q3
$262K Buy
6,834
+466
+7% +$17.9K 0.04% 142
2014
Q2
$258K Sell
6,368
-940
-13% -$38.1K 0.04% 160
2014
Q1
$299K Buy
7,308
+28
+0.4% +$1.15K 0.05% 147
2013
Q4
$279K Hold
7,280
0.05% 149
2013
Q3
$241K Sell
7,280
-1,974
-21% -$65.3K 0.04% 150
2013
Q2
$284K Buy
+9,254
New +$284K 0.05% 145