Heartland Bank & 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 | $383K | Buy |
1,751
+221
| +14% | +$48.3K | 0.18% | 117 |
|
2025
Q1 | $214K | Hold |
1,530
| – | – | 0.11% | 159 |
|
2024
Q4 | $255K | Sell |
1,530
-167
| -10% | -$27.8K | 0.14% | 129 |
|
2024
Q3 | $289K | Hold |
1,697
| – | – | 0.16% | 127 |
|
2024
Q2 | $240K | Hold |
1,697
| – | – | 0.14% | 134 |
|
2024
Q1 | $213K | Buy |
+1,697
| New | +$213K | 0.12% | 138 |
|