Heritage Investment Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.95M | Hold |
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|
2025
Q2 | $1.51M | Sell |
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|
2025
Q1 | $1.04M | Hold |
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|
2024
Q4 | $1.24M | Hold |
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|
2024
Q3 | $1.26M | Hold |
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|
2024
Q2 | $1.05M | Hold |
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|
2024
Q1 | $932K | Buy |
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|
2023
Q4 | $644K | Hold |
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|
2023
Q3 | $647K | Hold |
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|
2023
Q2 | $728K | Hold |
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|
2023
Q1 | $568K | Hold |
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|
2022
Q4 | $500K | Sell |
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|
2022
Q3 | $386K | Hold |
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|
2022
Q2 | $441K | Hold |
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|
2022
Q1 | $522K | Hold |
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|
2021
Q4 | $551K | Buy |
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