Heritage Trust’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Sell |
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|
2025
Q1 | $10.5M | Sell |
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|
2024
Q4 | $12.9M | Buy |
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|
2024
Q2 | $11.7M | Buy |
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|
2024
Q1 | $10.2M | Sell |
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|
2023
Q4 | $8.62M | Sell |
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|
2023
Q3 | $8.72M | Sell |
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|
2023
Q2 | $10.1M | Sell |
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|
2023
Q1 | $7.99M | Buy |
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|
2022
Q4 | $6.96M | Buy |
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|
2022
Q3 | $5.19M | Buy |
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|
2022
Q2 | $5.7M | Sell |
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|
2022
Q1 | $6.84M | Sell |
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|
2021
Q4 | $7.27M | Buy |
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|
2021
Q3 | $7.05M | Buy |
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|
2021
Q2 | $5.91M | Buy |
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|
2021
Q1 | $4.96M | Buy |
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|
2020
Q4 | $4.26M | Sell |
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|
2020
Q3 | $3.93M | Sell |
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|
2020
Q2 | $3.69M | Buy |
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|
2020
Q1 | $2.15M | Sell |
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|
2019
Q4 | $2.58M | Sell |
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|
2019
Q3 | $2.69M | Sell |
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|
2019
Q2 | $2.79M | Sell |
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|
2019
Q1 | $2.65M | Buy |
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|
2018
Q4 | $277K | Buy |
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|
2018
Q3 | $177K | Hold |
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|
2018
Q2 | $151K | Hold |
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|
2018
Q1 | $156K | Sell |
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|
2017
Q4 | $168K | Hold |
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|
2017
Q3 | $172K | Sell |
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|
2017
Q2 | $182K | Buy |
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|
2017
Q1 | $130K | Buy |
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