IFG Advisory’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $954K | Buy |
4,363
+53
| +1% | +$11.6K | 0.05% | 352 |
|
|
2025
Q1 | $603K | Buy |
4,310
+1,044
| +32% | +$146K | 0.03% | 400 |
|
|
2024
Q4 | $544K | Buy |
+3,266
| New | +$544K | 0.03% | 400 |
|
|
2024
Q3 | – | Sell |
-3,021
| Closed | -$427K | – | 545 |
|
|
2024
Q2 | $427K | Buy |
+3,021
| New | +$427K | 0.03% | 429 |
|
|
2024
Q1 | – | Sell |
-2,783
| Closed | -$293K | – | 511 |
|
|
2023
Q4 | $293K | Buy |
2,783
+35
| +1% | +$3.69K | 0.02% | 474 |
|
|
2023
Q3 | $291K | Buy |
+2,748
| New | +$291K | 0.02% | 443 |
|
|
2023
Q2 | – | Sell |
-2,229
| Closed | -$207K | – | 445 |
|
|
2023
Q1 | $207K | Buy |
+2,229
| New | +$207K | 0.02% | 487 |
|
|
2022
Q3 | – | Sell |
-3,107
| Closed | -$217K | – | 530 |
|
|
2022
Q2 | $217K | Sell |
3,107
-1,387
| -31% | -$96.9K | 0.02% | 433 |
|
|
2022
Q1 | $371K | Sell |
4,494
-917
| -17% | -$75.7K | 0.04% | 358 |
|
|
2021
Q4 | $471K | Buy |
5,411
+11
| +0.2% | +$957 | 0.05% | 312 |
|
|
2021
Q3 | $470K | Buy |
5,400
+911
| +20% | +$79.3K | 0.05% | 304 |
|
|
2021
Q2 | $349K | Sell |
4,489
-1,898
| -30% | -$148K | 0.04% | 361 |
|
|
2021
Q1 | $448K | Sell |
6,387
-974
| -13% | -$68.3K | 0.06% | 322 |
|
|
2020
Q4 | $476K | Buy |
7,361
+1,703
| +30% | +$110K | 0.07% | 269 |
|
|
2020
Q3 | $337K | Buy |
5,658
+376
| +7% | +$22.4K | 0.05% | 298 |
|
|
2020
Q2 | $291K | Sell |
5,282
-57
| -1% | -$3.14K | 0.05% | 315 |
|
|
2020
Q1 | $258K | Sell |
5,339
-1,390
| -21% | -$67.2K | 0.06% | 297 |
|
|
2019
Q4 | $356K | Sell |
6,729
-7,600
| -53% | -$402K | 0.07% | 285 |
|
|
2019
Q3 | $788K | Sell |
14,329
-3,576
| -20% | -$197K | 0.15% | 165 |
|
|
2019
Q2 | $1.02M | Buy |
17,905
+265
| +2% | +$15.1K | 0.18% | 114 |
|
|
2019
Q1 | $947K | Buy |
17,640
+1,503
| +9% | +$80.7K | 0.18% | 123 |
|
|
2018
Q4 | $728K | Sell |
16,137
-1,867
| -10% | -$84.2K | 0.17% | 126 |
|
|
2018
Q3 | $928K | Buy |
18,004
+3,888
| +28% | +$200K | 0.17% | 126 |
|
|
2018
Q2 | $621K | Buy |
14,116
+74
| +0.5% | +$3.26K | 0.13% | 152 |
|
|
2018
Q1 | $642K | Buy |
14,042
+482
| +4% | +$22K | 0.14% | 146 |
|
|
2017
Q4 | $641K | Buy |
+13,560
| New | +$641K | 0.14% | 148 |
|