Hartford Financial Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.25M | Sell |
28,588
-702
| -2% | -$153K | 1.71% | 14 |
|
|
2025
Q1 | $4.1M | Buy |
29,290
+478
| +2% | +$66.8K | 0.85% | 39 |
|
|
2024
Q4 | $4.8M | Sell |
28,812
-2,643
| -8% | -$440K | 0.98% | 34 |
|
|
2024
Q3 | $5.36M | Buy |
31,455
+1,496
| +5% | +$255K | 1.1% | 28 |
|
|
2024
Q2 | $4.23M | Sell |
29,959
-181
| -0.6% | -$25.6K | 0.91% | 35 |
|
|
2024
Q1 | $3.79M | Buy |
30,140
+447
| +2% | +$56.1K | 0.8% | 41 |
|
|
2023
Q4 | $3.13M | Buy |
29,693
+569
| +2% | +$60K | 0.71% | 44 |
|
|
2023
Q3 | $3.08M | Sell |
29,124
-312
| -1% | -$33K | 0.79% | 43 |
|
|
2023
Q2 | $3.51M | Sell |
29,436
-3,072
| -9% | -$366K | 0.87% | 40 |
|
|
2023
Q1 | $3.02M | Sell |
32,508
-2,655
| -8% | -$247K | 0.78% | 46 |
|
|
2022
Q4 | $2.87M | Sell |
35,163
-2,129
| -6% | -$174K | 0.76% | 49 |
|
|
2022
Q3 | $2.28M | Buy |
37,292
+848
| +2% | +$51.8K | 0.67% | 56 |
|
|
2022
Q2 | $2.55M | Buy |
36,444
+50
| +0.1% | +$3.49K | 0.71% | 51 |
|
|
2022
Q1 | $3.01M | Sell |
36,394
-263
| -0.7% | -$21.8K | 0.73% | 52 |
|
|
2021
Q4 | $3.2M | Sell |
36,657
-740
| -2% | -$64.5K | 0.74% | 49 |
|
|
2021
Q3 | $3.26M | Sell |
37,397
-1,564
| -4% | -$136K | 0.83% | 44 |
|
|
2021
Q2 | $3.03M | Sell |
38,961
-601
| -2% | -$46.8K | 0.75% | 52 |
|
|
2021
Q1 | $2.78M | Buy |
39,562
+994
| +3% | +$69.7K | 0.69% | 55 |
|
|
2020
Q4 | $2.5M | Buy |
38,568
+21
| +0.1% | +$1.36K | 0.66% | 53 |
|
|
2020
Q3 | $2.3M | Buy |
38,547
+1,040
| +3% | +$62.1K | 0.68% | 51 |
|
|
2020
Q2 | $2.07M | Buy |
37,507
+27,293
| +267% | +$1.51M | 0.66% | 54 |
|
|
2020
Q1 | $494K | Sell |
10,214
-1,830
| -15% | -$88.5K | 0.2% | 109 |
|
|
2019
Q4 | $638K | Hold |
12,044
| – | – | 0.2% | 110 |
|
|
2019
Q3 | $663K | Buy |
12,044
+135
| +1% | +$7.43K | 0.22% | 108 |
|
|
2019
Q2 | $678K | Sell |
11,909
-118
| -1% | -$6.72K | 0.23% | 107 |
|
|
2019
Q1 | $646K | Sell |
12,027
-1,400
| -10% | -$75.2K | 0.22% | 104 |
|
|
2018
Q4 | $606K | Buy |
13,427
+56
| +0.4% | +$2.53K | 0.23% | 104 |
|
|
2018
Q3 | $689K | Hold |
13,371
| – | – | 0.23% | 101 |
|
|
2018
Q2 | $589K | Sell |
13,371
-41
| -0.3% | -$1.81K | 0.21% | 109 |
|
|
2018
Q1 | $613K | Sell |
13,412
-100
| -0.7% | -$4.57K | 0.31% | 77 |
|
|
2017
Q4 | $638K | Buy |
13,512
+200
| +2% | +$9.44K | 0.31% | 82 |
|
|
2017
Q3 | $643K | Buy |
13,312
+730
| +6% | +$35.3K | 0.33% | 78 |
|
|
2017
Q2 | $630K | Hold |
12,582
| – | – | 0.28% | 84 |
|
|
2017
Q1 | $561K | Hold |
12,582
| – | – | 0.34% | 75 |
|
|
2016
Q4 | $484K | Sell |
12,582
-1,400
| -10% | -$53.9K | 0.29% | 80 |
|
|
2016
Q3 | $549K | Sell |
13,982
-355
| -2% | -$13.9K | 0.33% | 76 |
|
|
2016
Q2 | $586K | Hold |
14,337
| – | – | 0.35% | 72 |
|
|
2016
Q1 | $586K | Hold |
14,337
| – | – | 0.36% | 72 |
|
|
2015
Q4 | $523K | Buy |
14,337
+1,800
| +14% | +$65.7K | 0.33% | 74 |
|
|
2015
Q3 | $452K | Hold |
12,537
| – | – | 0.3% | 77 |
|
|
2015
Q2 | $505K | Hold |
12,537
| – | – | 0.3% | 78 |
|
|
2015
Q1 | $540K | Hold |
12,537
| – | – | 0.33% | 75 |
|
|
2014
Q4 | $563K | Sell |
12,537
-380
| -3% | -$17.1K | 0.35% | 74 |
|
|
2014
Q3 | $494K | Sell |
12,917
-192
| -1% | -$7.34K | 0.3% | 85 |
|
|
2014
Q2 | $531K | Buy |
13,109
+212
| +2% | +$8.59K | 0.32% | 83 |
|
|
2014
Q1 | $527K | Hold |
12,897
| – | – | 0.34% | 76 |
|
|
2013
Q4 | $493K | Sell |
12,897
-500
| -4% | -$19.1K | 0.32% | 80 |
|
|
2013
Q3 | $444K | Sell |
13,397
-250
| -2% | -$8.29K | 0.31% | 83 |
|
|
2013
Q2 | $419K | Buy |
+13,647
| New | +$419K | 0.29% | 84 |
|