Hudson Valley Investment Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Sell |
15,505
-1,277
| -8% | -$279K | 0.37% | 72 |
|
|
2025
Q1 | $2.35M | Sell |
16,782
-1,400
| -8% | -$196K | 0.28% | 77 |
|
|
2024
Q4 | $3.03M | Sell |
18,182
-308
| -2% | -$51.3K | 0.34% | 70 |
|
|
2024
Q3 | $3.15M | Sell |
18,490
-7,959
| -30% | -$1.36M | 0.35% | 71 |
|
|
2024
Q2 | $2.77M | Buy |
26,449
+5,509
| +26% | +$577K | 0.36% | 70 |
|
|
2024
Q1 | $2.63M | Sell |
20,940
-5,509
| -21% | -$692K | 0.32% | 73 |
|
|
2023
Q4 | $2.77M | Sell |
26,449
-2,631
| -9% | -$275K | 0.38% | 70 |
|
|
2023
Q3 | $3.08M | Sell |
29,080
-640
| -2% | -$67.8K | 0.43% | 67 |
|
|
2023
Q2 | $3.54M | Sell |
29,720
-840
| -3% | -$100K | 0.48% | 61 |
|
|
2023
Q1 | $2.84M | Sell |
30,560
-390
| -1% | -$36.2K | 0.4% | 73 |
|
|
2022
Q4 | $2.53M | Sell |
30,950
-601
| -2% | -$49.1K | 0.38% | 78 |
|
|
2022
Q3 | $1.93M | Sell |
31,551
-1,007
| -3% | -$61.5K | 0.31% | 85 |
|
|
2022
Q2 | $2.28M | Sell |
32,558
-644
| -2% | -$45K | 0.35% | 77 |
|
|
2022
Q1 | $2.75M | Buy |
33,202
+70
| +0.2% | +$5.79K | 0.37% | 75 |
|
|
2021
Q4 | $2.89M | Sell |
33,132
-1,324
| -4% | -$115K | 0.45% | 55 |
|
|
2021
Q3 | $3M | Sell |
34,456
-940
| -3% | -$81.9K | 0.51% | 52 |
|
|
2021
Q2 | $2.76M | Sell |
35,396
-5,400
| -13% | -$420K | 0.48% | 56 |
|
|
2021
Q1 | $2.86M | Sell |
40,796
-1,504
| -4% | -$106K | 0.51% | 55 |
|
|
2020
Q4 | $2.74M | Sell |
42,300
-750
| -2% | -$48.5K | 0.52% | 53 |
|
|
2020
Q3 | $2.57M | Sell |
43,050
-2,530
| -6% | -$151K | 0.55% | 52 |
|
|
2020
Q2 | $2.52M | Sell |
45,580
-451
| -1% | -$24.9K | 0.59% | 50 |
|
|
2020
Q1 | $2.23M | Sell |
46,031
-2,431
| -5% | -$118K | 0.62% | 48 |
|
|
2019
Q4 | $2.57M | Sell |
48,462
-256
| -0.5% | -$13.6K | 0.55% | 56 |
|
|
2019
Q3 | $2.68M | Sell |
48,718
-1,074
| -2% | -$59.1K | 0.62% | 54 |
|
|
2019
Q2 | $2.84M | Sell |
49,792
-1,040
| -2% | -$59.3K | 0.66% | 52 |
|
|
2019
Q1 | $2.73M | Sell |
50,832
-14,296
| -22% | -$768K | 0.66% | 50 |
|
|
2018
Q4 | $2.94M | Buy |
65,128
+10,064
| +18% | +$454K | 0.68% | 49 |
|
|
2018
Q3 | $2.84M | Sell |
55,064
-1,750
| -3% | -$90.2K | 0.66% | 45 |
|
|
2018
Q2 | $2.5M | Sell |
56,814
-1,530
| -3% | -$67.4K | 0.62% | 47 |
|
|
2018
Q1 | $2.67M | Sell |
58,344
-6,476
| -10% | -$296K | 0.67% | 49 |
|
|
2017
Q4 | $3.07M | Sell |
64,820
-4,468
| -6% | -$211K | 0.76% | 41 |
|
|
2017
Q3 | $3.35M | Sell |
69,288
-830
| -1% | -$40.1K | 0.87% | 42 |
|
|
2017
Q2 | $3.52M | Sell |
70,118
-13,450
| -16% | -$674K | 0.97% | 35 |
|
|
2017
Q1 | $3.73M | Sell |
83,568
-10,725
| -11% | -$478K | 1.04% | 30 |
|
|
2016
Q4 | $3.63M | Sell |
94,293
-8,774
| -9% | -$337K | 1.07% | 30 |
|
|
2016
Q3 | $4.05M | Sell |
103,067
-3,295
| -3% | -$129K | 1.26% | 24 |
|
|
2016
Q2 | $4.35M | Sell |
106,362
-8,099
| -7% | -$331K | 1.4% | 20 |
|
|
2016
Q1 | $4.68M | Sell |
114,461
-7,300
| -6% | -$299K | 1.52% | 18 |
|
|
2015
Q4 | $4.45M | Sell |
121,761
-8,650
| -7% | -$316K | 1.39% | 19 |
|
|
2015
Q3 | $4.71M | Sell |
130,411
-4,159
| -3% | -$150K | 1.53% | 18 |
|
|
2015
Q2 | $5.42M | Buy |
134,570
+6,566
| +5% | +$265K | 1.69% | 15 |
|
|
2015
Q1 | $5.52M | Sell |
128,004
-9,650
| -7% | -$416K | 1.87% | 15 |
|
|
2014
Q4 | $6.19M | Sell |
137,654
-1,244
| -0.9% | -$55.9K | 2.53% | 9 |
|
|
2014
Q3 | $5.32M | Buy |
138,898
+1,150
| +0.8% | +$44K | 2.26% | 11 |
|
|
2014
Q2 | $5.58M | Sell |
137,748
-7,680
| -5% | -$311K | 2.44% | 10 |
|
|
2014
Q1 | $5.95M | Buy |
145,428
+5,126
| +4% | +$210K | 2.55% | 7 |
|
|
2013
Q4 | $5.37M | Buy |
140,302
+2,875
| +2% | +$110K | 2.36% | 7 |
|
|
2013
Q3 | $4.56M | Sell |
137,427
-1,599
| -1% | -$53K | 2.22% | 9 |
|
|
2013
Q2 | $4.27M | Buy |
+139,026
| New | +$4.27M | 2.04% | 14 |
|