HHGA
Halbert Hargrove Global Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.3K | Sell |
285
-24
| -8% | -$5.25K | ﹤0.01% | 127 |
|
|
2025
Q1 | $43.2K | Buy |
309
+24
| +8% | +$3.35K | ﹤0.01% | 144 |
|
|
2024
Q4 | $47.5K | Buy |
+285
| New | +$47.5K | ﹤0.01% | 140 |
|
|
2023
Q2 | – | Sell |
-5,120
| Closed | -$476K | – | 141 |
|
|
2023
Q1 | $476K | Buy |
5,120
+128
| +3% | +$11.9K | 0.03% | 78 |
|
|
2022
Q4 | $408K | Sell |
4,992
-95
| -2% | -$7.77K | 0.03% | 83 |
|
|
2022
Q3 | $311K | Buy |
5,087
+152
| +3% | +$9.29K | 0.02% | 96 |
|
|
2022
Q2 | $345K | Sell |
4,935
-15
| -0.3% | -$1.05K | 0.03% | 88 |
|
|
2022
Q1 | $409K | Sell |
4,950
-111
| -2% | -$9.17K | 0.03% | 86 |
|
|
2021
Q4 | $441K | Sell |
5,061
-100
| -2% | -$8.71K | 0.03% | 80 |
|
|
2021
Q3 | $450K | Sell |
5,161
-565
| -10% | -$49.3K | 0.03% | 70 |
|
|
2021
Q2 | $445K | Buy |
5,726
+514
| +10% | +$39.9K | 0.03% | 73 |
|
|
2021
Q1 | $366K | Buy |
5,212
+105
| +2% | +$7.37K | 0.03% | 75 |
|
|
2020
Q4 | $330K | Sell |
5,107
-8
| -0.2% | -$517 | 0.03% | 72 |
|
|
2020
Q3 | $305K | Buy |
5,115
+208
| +4% | +$12.4K | 0.03% | 69 |
|
|
2020
Q2 | $271K | Sell |
4,907
-457
| -9% | -$25.2K | 0.04% | 64 |
|
|
2020
Q1 | $259K | Sell |
5,364
-315
| -6% | -$15.2K | 0.05% | 59 |
|
|
2019
Q4 | $301K | Sell |
5,679
-823
| -13% | -$43.6K | 0.08% | 51 |
|
|
2019
Q3 | $357K | Buy |
6,502
+76
| +1% | +$4.17K | 0.09% | 48 |
|
|
2019
Q2 | $366K | Sell |
6,426
-58
| -0.9% | -$3.3K | 0.1% | 43 |
|
|
2019
Q1 | $348K | Sell |
6,484
-67
| -1% | -$3.6K | 1.23% | 20 |
|
|
2018
Q4 | $296K | Sell |
6,551
-165
| -2% | -$7.46K | 0.07% | 55 |
|
|
2018
Q3 | $346K | Sell |
6,716
-406
| -6% | -$20.9K | 0.09% | 45 |
|
|
2018
Q2 | $314K | Sell |
7,122
-291
| -4% | -$12.8K | 0.08% | 49 |
|
|
2018
Q1 | $339K | Buy |
7,413
+942
| +15% | +$43.1K | 0.09% | 42 |
|
|
2017
Q4 | $306K | Sell |
6,471
-369
| -5% | -$17.4K | 0.08% | 49 |
|
|
2017
Q3 | $331K | Sell |
6,840
-41
| -0.6% | -$1.98K | 0.09% | 40 |
|
|
2017
Q2 | $345K | Sell |
6,881
-1,294
| -16% | -$64.9K | 0.09% | 43 |
|
|
2017
Q1 | $364K | Buy |
8,175
+1,231
| +18% | +$54.8K | 0.09% | 47 |
|
|
2016
Q4 | $267K | Buy |
6,944
+479
| +7% | +$18.4K | 0.07% | 60 |
|
|
2016
Q3 | $254K | Sell |
6,465
-737
| -10% | -$29K | 0.07% | 56 |
|
|
2016
Q2 | $295K | Buy |
7,202
+280
| +4% | +$11.5K | 0.08% | 52 |
|
|
2016
Q1 | $283K | Sell |
6,922
-1,438
| -17% | -$58.8K | 0.1% | 50 |
|
|
2015
Q4 | $305K | Sell |
8,360
-240
| -3% | -$8.76K | 0.13% | 64 |
|
|
2015
Q3 | $311K | Sell |
8,600
-13,520
| -61% | -$489K | 0.15% | 57 |
|
|
2015
Q2 | $891K | Sell |
22,120
-506
| -2% | -$20.4K | 0.22% | 32 |
|
|
2015
Q1 | $976K | Buy |
22,626
+10,792
| +91% | +$466K | 0.31% | 31 |
|
|
2014
Q4 | $532K | Sell |
11,834
-2,519
| -18% | -$113K | 0.27% | 38 |
|
|
2014
Q3 | $549K | Buy |
14,353
+1,994
| +16% | +$76.3K | 0.15% | 48 |
|
|
2014
Q2 | $501K | Buy |
12,359
+1,891
| +18% | +$76.7K | 0.15% | 42 |
|
|
2014
Q1 | $428K | Buy |
10,468
+240
| +2% | +$9.81K | 0.13% | 53 |
|
|
2013
Q4 | $391K | Sell |
10,228
-2,063
| -17% | -$78.9K | 0.12% | 59 |
|
|
2013
Q3 | $408K | Sell |
12,291
-546
| -4% | -$18.1K | 0.14% | 53 |
|
|
2013
Q2 | $394K | Buy |
+12,837
| New | +$394K | 0.14% | 54 |
|