Heron Financial Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $511K | Sell |
4,290
-160
| -4% | -$19.1K | 0.28% | 83 |
|
|
2023
Q1 | $413K | Buy |
4,450
+164
| +4% | +$15.2K | 0.23% | 91 |
|
|
2022
Q4 | $361K | Buy |
4,286
+215
| +5% | +$18.1K | 0.24% | 80 |
|
|
2022
Q3 | $249K | Hold |
4,071
| – | – | 0.15% | 112 |
|
|
2022
Q2 | $284K | Hold |
4,071
| – | – | 0.17% | 111 |
|
|
2022
Q1 | $337K | Sell |
4,071
-90
| -2% | -$7.45K | 0.18% | 106 |
|
|
2021
Q4 | $337K | Hold |
4,161
| – | – | 0.18% | 102 |
|
|
2021
Q3 | $363K | Hold |
4,161
| – | – | 0.2% | 99 |
|
|
2021
Q2 | $324K | Hold |
4,161
| – | – | 0.19% | 104 |
|
|
2021
Q1 | $299K | Hold |
4,161
| – | – | 0.18% | 103 |
|
|
2020
Q4 | $262K | Sell |
4,161
-465
| -10% | -$29.3K | 0.18% | 108 |
|
|
2020
Q3 | $276K | Sell |
4,626
-94
| -2% | -$5.61K | 0.22% | 98 |
|
|
2020
Q2 | $271K | Sell |
4,720
-230
| -5% | -$13.2K | 0.24% | 95 |
|
|
2020
Q1 | $267K | Sell |
4,950
-520
| -10% | -$28K | 0.27% | 87 |
|
|
2019
Q4 | $302K | Buy |
+5,470
| New | +$302K | 0.25% | 92 |
|