IFP Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
47,280
+6,952
| +17% | +$1.54M | 0.3% | 64 |
|
|
2025
Q1 | $5.64M | Buy |
40,328
+2,661
| +7% | +$372K | 0.17% | 119 |
|
|
2024
Q4 | $6.28M | Buy |
37,667
+2,153
| +6% | +$359K | 0.21% | 100 |
|
|
2024
Q3 | $6.05M | Buy |
35,514
+6,725
| +23% | +$1.15M | 0.22% | 99 |
|
|
2024
Q2 | $4.07M | Buy |
28,789
+8,100
| +39% | +$1.14M | 0.16% | 129 |
|
|
2024
Q1 | $2.6M | Sell |
20,689
-1,426
| -6% | -$179K | 0.11% | 192 |
|
|
2023
Q4 | $2.33M | Buy |
22,115
+5,787
| +35% | +$610K | 0.11% | 205 |
|
|
2023
Q3 | $1.73M | Buy |
16,328
+3,678
| +29% | +$390K | 0.08% | 270 |
|
|
2023
Q2 | $1.51M | Sell |
12,650
-3,117
| -20% | -$371K | 0.06% | 322 |
|
|
2023
Q1 | $694K | Sell |
15,767
-18,668
| -54% | -$822K | 0.03% | 490 |
|
|
2022
Q4 | $1.54M | Sell |
34,435
-6,504
| -16% | -$290K | 0.04% | 452 |
|
|
2022
Q3 | $1.84M | Buy |
40,939
+3,607
| +10% | +$162K | 0.05% | 428 |
|
|
2022
Q2 | $1.67M | Hold |
37,332
| – | – | 0.05% | 400 |
|
|
2022
Q1 | $1.67M | Buy |
37,332
+19,127
| +105% | +$858K | 0.05% | 400 |
|
|
2021
Q4 | $1.59M | Sell |
18,205
-3,264
| -15% | -$284K | 0.03% | 305 |
|
|
2021
Q3 | $1.87M | Buy |
21,469
+2,804
| +15% | +$244K | 0.04% | 265 |
|
|
2021
Q2 | $1.46M | Buy |
18,665
+2,257
| +14% | +$176K | 0.03% | 309 |
|
|
2021
Q1 | $1.16M | Sell |
16,408
-1,895
| -10% | -$134K | 0.02% | 338 |
|
|
2020
Q4 | $1.18M | Buy |
18,303
+639
| +4% | +$41.3K | 0.05% | 306 |
|
|
2020
Q3 | $1.05M | Buy |
17,664
+372
| +2% | +$22.1K | 0.06% | 283 |
|
|
2020
Q2 | $938K | Buy |
17,292
+5,980
| +53% | +$324K | 0.07% | 280 |
|
|
2020
Q1 | $569K | Sell |
11,312
-2,053
| -15% | -$103K | 0.06% | 323 |
|
|
2019
Q4 | $716K | Sell |
13,365
-16,599
| -55% | -$889K | 0.05% | 355 |
|
|
2019
Q3 | $1.62M | Buy |
+29,964
| New | +$1.62M | 0.11% | 215 |
|
|
2019
Q1 | $1.05M | Sell |
19,553
-12,902
| -40% | -$693K | 0.14% | 152 |
|
|
2018
Q4 | $1.46M | Sell |
32,455
-7,193
| -18% | -$322K | 0.09% | 247 |
|
|
2018
Q3 | $2.04M | Sell |
39,648
-3,957
| -9% | -$204K | 0.08% | 254 |
|
|
2018
Q2 | $1.92M | Sell |
43,605
-19,894
| -31% | -$876K | 0.08% | 253 |
|
|
2018
Q1 | $3M | Hold |
63,499
| – | – | 0.14% | 172 |
|
|
2017
Q4 | $3M | Sell |
63,499
-7,756
| -11% | -$367K | 0.14% | 171 |
|
|
2017
Q3 | $3.45M | Sell |
71,255
-2,073
| -3% | -$100K | 0.14% | 169 |
|
|
2017
Q2 | $3.68M | Buy |
73,328
+2,741
| +4% | +$137K | 0.16% | 143 |
|
|
2017
Q1 | $3.15M | Buy |
70,587
+11,809
| +20% | +$527K | 0.14% | 168 |
|
|
2016
Q4 | $2.26M | Sell |
58,778
-2,935
| -5% | -$113K | 0.11% | 206 |
|
|
2016
Q3 | $2.42M | Sell |
61,713
-1,856
| -3% | -$72.9K | 0.13% | 177 |
|
|
2016
Q2 | $2.6M | Buy |
63,569
+44,016
| +225% | +$1.8M | 0.15% | 149 |
|
|
2016
Q1 | $1.05M | Sell |
19,553
-39,320
| -67% | -$2.11M | 0.14% | 152 |
|
|
2015
Q4 | $2.15M | Buy |
+58,873
| New | +$2.15M | 0.14% | 153 |
|