Heritage Wealth Advisors’s Oracle ORCL Stock Holding History

Heritage Wealth Advisors’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.23M	Sell	10,186 -3,071	-23%	-$671K	0.11%	54
2025 Q1	$1.85M	Hold	13,257	–	–	0.09%	59
2024 Q4	$2.21M	Sell	13,257 -975	-7%	-$162K	0.11%	55
2024 Q3	$2.43M	Buy	14,232 +4,081	+40%	+$695K	0.11%	55
2024 Q2	$1.43M	Hold	10,151	–	–	0.06%	68
2024 Q1	$1.28M	Sell	10,151 -6,735	-40%	-$846K	0.06%	74
2023 Q4	$1.78M	Hold	16,886	–	–	0.09%	60
2023 Q3	$1.79M	Hold	16,886	–	–	0.1%	56
2023 Q2	$2.01M	Sell	16,886 -700	-4%	-$83.4K	0.11%	56
2023 Q1	$1.63M	Hold	17,586	–	–	0.09%	56
2022 Q4	$1.44M	Sell	17,586 -84	-0.5%	-$6.87K	0.08%	66
2022 Q3	$1.08M	Sell	17,670 -113	-0.6%	-$6.9K	0.08%	71
2022 Q2	$1.24M	Buy	17,783 +3,550	+25%	+$248K	0.09%	66
2022 Q1	$1.18M	Sell	14,233 -26,131	-65%	-$2.16M	0.07%	73
2021 Q4	$3.52M	Buy	40,364 +700	+2%	+$61K	0.19%	45
2021 Q3	$3.46M	Buy	39,664 +733	+2%	+$63.9K	0.21%	47
2021 Q2	$3.03M	Sell	38,931 -9,493	-20%	-$739K	0.19%	50
2021 Q1	$3.4M	Sell	48,424 -117	-0.2%	-$8.21K	0.2%	44
2020 Q4	$3.14M	Buy	48,541 +44,116	+997%	+$2.85M	0.2%	44
2020 Q3	$264K	Sell	4,425 -250	-5%	-$14.9K	0.03%	131
2020 Q2	$258K	Hold	4,675	–	–	0.04%	127
2020 Q1	$226K	Hold	4,675	–	–	0.04%	122
2019 Q4	$248K	Buy	4,675 +167	+4%	+$8.85K	0.03%	145
2019 Q3	$248K	Sell	4,508 -1,062	-19%	-$58.4K	0.04%	137
2019 Q2	$317K	Buy	5,570 +291	+6%	+$16.6K	0.05%	115
2019 Q1	$284K	Hold	5,279	–	–	0.05%	113
2018 Q4	$238K	Hold	5,279	–	–	0.05%	113
2018 Q3	$272K	Sell	5,279 -217	-4%	-$11.2K	0.05%	106
2018 Q2	$243K	Hold	5,496	–	–	0.09%	106
2018 Q1	$252K	Hold	5,496	–	–	0.1%	99
2017 Q4	$260K	Buy	5,496 +217	+4%	+$10.3K	0.11%	96
2017 Q3	$256K	Buy	5,279 +144	+3%	+$6.98K	0.13%	90
2017 Q2	$258K	Buy	5,135 +250	+5%	+$12.6K	0.13%	87
2017 Q1	$218K	Buy	+4,885	New	+$218K	0.12%	89
2016 Q3	–	Sell	-5,260	Closed	-$216K	–	93
2016 Q2	$216K	Buy	+5,260	New	+$216K	0.15%	90