Heron Financial Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $511K | Sell |
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|
2023
Q1 | $413K | Buy |
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|
2022
Q4 | $361K | Buy |
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|
2022
Q3 | $249K | Hold |
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|
2022
Q2 | $284K | Hold |
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|
2022
Q1 | $337K | Sell |
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|
2021
Q4 | $337K | Hold |
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|
2021
Q3 | $363K | Hold |
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|
2021
Q2 | $324K | Hold |
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|
2021
Q1 | $299K | Hold |
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|
2020
Q4 | $262K | Sell |
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|
2020
Q3 | $276K | Sell |
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|
2020
Q2 | $271K | Sell |
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|
2020
Q1 | $267K | Sell |
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|
2019
Q4 | $302K | Buy |
|