HC Financial Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $225K | Hold |
3,217
| – | – | 0.15% | 74 |
|
|
2022
Q1 | $266K | Hold |
3,217
| – | – | 0.16% | 73 |
|
|
2021
Q4 | $281K | Hold |
3,217
| – | – | 0.16% | 72 |
|
|
2021
Q3 | $280K | Hold |
3,217
| – | – | 0.17% | 71 |
|
|
2021
Q2 | $250K | Hold |
3,217
| – | – | 0.15% | 73 |
|
|
2021
Q1 | $226K | Hold |
3,217
| – | – | 0.14% | 71 |
|
|
2020
Q4 | $208K | Buy |
3,217
+619
| +24% | +$40K | 0.13% | 74 |
|
|
2020
Q3 | $155K | Buy |
2,598
+1,689
| +186% | +$101K | 0.11% | 76 |
|
|
2020
Q2 | $50K | Sell |
909
-1,195
| -57% | -$65.7K | 0.04% | 111 |
|
|
2020
Q1 | $102K | Buy |
+2,104
| New | +$102K | 0.09% | 83 |
|
|
2018
Q4 | – | Sell |
-6,635
| Closed | -$342K | – | 49 |
|
|
2018
Q3 | $342K | Sell |
6,635
-44,578
| -87% | -$2.3M | 0.3% | 62 |
|
|
2018
Q2 | $2.26M | Sell |
51,213
-4,906
| -9% | -$216K | 2.2% | 13 |
|
|
2018
Q1 | $2.57M | Buy |
56,119
+560
| +1% | +$25.6K | 2.53% | 9 |
|
|
2017
Q4 | $2.63M | Buy |
+55,559
| New | +$2.63M | 2.54% | 9 |
|