Greenleaf Trust’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.7M | Sell |
62,859
-11,545
| -16% | -$2.52M | 0.12% | 53 |
|
2025
Q1 | $10.4M | Buy |
74,404
+300
| +0.4% | +$41.9K | 0.09% | 69 |
|
2024
Q4 | $12.3M | Buy |
74,104
+1,360
| +2% | +$227K | 0.11% | 58 |
|
2024
Q3 | $12.4M | Buy |
72,744
+2,403
| +3% | +$409K | 0.11% | 62 |
|
2024
Q2 | $9.93M | Buy |
70,341
+403
| +0.6% | +$56.9K | 0.09% | 64 |
|
2024
Q1 | $8.78M | Sell |
69,938
-2,920
| -4% | -$367K | 0.08% | 69 |
|
2023
Q4 | $7.68M | Buy |
72,858
+20
| +0% | +$2.11K | 0.08% | 75 |
|
2023
Q3 | $7.72M | Buy |
72,838
+1,706
| +2% | +$181K | 0.09% | 69 |
|
2023
Q2 | $8.47M | Sell |
71,132
-2,398
| -3% | -$286K | 0.09% | 64 |
|
2023
Q1 | $6.83M | Buy |
73,530
+3,058
| +4% | +$284K | 0.08% | 75 |
|
2022
Q4 | $5.76M | Buy |
70,472
+5,088
| +8% | +$416K | 0.07% | 79 |
|
2022
Q3 | $3.99M | Buy |
65,384
+10,295
| +19% | +$629K | 0.06% | 92 |
|
2022
Q2 | $3.85M | Buy |
55,089
+3,351
| +6% | +$234K | 0.06% | 86 |
|
2022
Q1 | $4.28M | Buy |
51,738
+1,946
| +4% | +$161K | 0.05% | 78 |
|
2021
Q4 | $4.34M | Buy |
49,792
+889
| +2% | +$77.5K | 0.05% | 76 |
|
2021
Q3 | $4.26M | Buy |
48,903
+137
| +0.3% | +$11.9K | 0.05% | 75 |
|
2021
Q2 | $3.8M | Buy |
48,766
+889
| +2% | +$69.2K | 0.05% | 80 |
|
2021
Q1 | $3.36M | Buy |
47,877
+7
| +0% | +$491 | 0.04% | 84 |
|
2020
Q4 | $3.1M | Sell |
47,870
-1,762
| -4% | -$114K | 0.04% | 84 |
|
2020
Q3 | $2.96M | Sell |
49,632
-2,135
| -4% | -$127K | 0.05% | 81 |
|
2020
Q2 | $2.86M | Buy |
51,767
+2,318
| +5% | +$128K | 0.05% | 78 |
|
2020
Q1 | $2.39M | Buy |
49,449
+97
| +0.2% | +$4.69K | 0.05% | 80 |
|
2019
Q4 | $2.62M | Buy |
49,352
+739
| +2% | +$39.2K | 0.04% | 87 |
|
2019
Q3 | $2.68M | Buy |
48,613
+1,165
| +2% | +$64.1K | 0.04% | 79 |
|
2019
Q2 | $2.7M | Buy |
47,448
+7,463
| +19% | +$425K | 0.04% | 79 |
|
2019
Q1 | $2.15M | Sell |
39,985
-592
| -1% | -$31.8K | 0.04% | 91 |
|
2018
Q4 | $1.83M | Sell |
40,577
-2,996
| -7% | -$135K | 0.04% | 95 |
|
2018
Q3 | $2.25M | Buy |
43,573
+4,508
| +12% | +$232K | 0.04% | 90 |
|
2018
Q2 | $1.72M | Buy |
39,065
+1,745
| +5% | +$76.9K | 0.03% | 101 |
|
2018
Q1 | $1.71M | Buy |
37,320
+763
| +2% | +$34.9K | 0.03% | 103 |
|
2017
Q4 | $1.73M | Buy |
36,557
+1,211
| +3% | +$57.2K | 0.04% | 110 |
|
2017
Q3 | $1.71M | Buy |
35,346
+5,936
| +20% | +$287K | 0.04% | 107 |
|
2017
Q2 | $1.48M | Buy |
29,410
+934
| +3% | +$46.8K | 0.03% | 101 |
|
2017
Q1 | $1.27M | Buy |
28,476
+12,904
| +83% | +$576K | 0.03% | 95 |
|
2016
Q4 | $599K | Buy |
15,572
+584
| +4% | +$22.5K | 0.02% | 121 |
|
2016
Q3 | $589K | Buy |
14,988
+4,985
| +50% | +$196K | 0.02% | 113 |
|
2016
Q2 | $409K | Sell |
10,003
-1,125
| -10% | -$46K | 0.01% | 120 |
|
2016
Q1 | $455K | Sell |
11,128
-320
| -3% | -$13.1K | 0.01% | 115 |
|
2015
Q4 | $418K | Buy |
11,448
+1,065
| +10% | +$38.9K | 0.01% | 115 |
|
2015
Q3 | $375K | Sell |
10,383
-360
| -3% | -$13K | 0.01% | 124 |
|
2015
Q2 | $433K | Buy |
10,743
+684
| +7% | +$27.6K | 0.01% | 111 |
|
2015
Q1 | $434K | Buy |
10,059
+654
| +7% | +$28.2K | 0.01% | 112 |
|
2014
Q4 | $423K | Sell |
9,405
-700
| -7% | -$31.5K | 0.01% | 113 |
|
2014
Q3 | $387K | Sell |
10,105
-1,059
| -9% | -$40.6K | 0.01% | 118 |
|
2014
Q2 | $452K | Buy |
11,164
+1,070
| +11% | +$43.3K | 0.01% | 111 |
|
2014
Q1 | $413K | Sell |
10,094
-9,875
| -49% | -$404K | 0.01% | 107 |
|
2013
Q4 | $764K | Buy |
19,969
+979
| +5% | +$37.5K | 0.03% | 93 |
|
2013
Q3 | $630K | Sell |
18,990
-15
| -0.1% | -$498 | 0.02% | 99 |
|
2013
Q2 | $584K | Buy |
+19,005
| New | +$584K | 0.02% | 104 |
|