Independent 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.68M | Sell |
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|
2025
Q4 | $5.23M | Sell |
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|
2025
Q3 | $7.72M | Buy |
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|
2025
Q2 | $4.54M | Buy |
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|
2025
Q1 | $2.88M | Sell |
|
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|
2024
Q4 | $4.01M | Buy |
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|
2024
Q3 | $3.56M | Buy |
|
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|
2024
Q2 | $2.32M | Buy |
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|
2024
Q1 | $1.85M | Sell |
|
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|
2023
Q4 | $1.67M | Buy |
|
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|
2023
Q3 | $1.65M | Sell |
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|
2023
Q2 | $2.93M | Buy |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $789K | Buy |
|
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|
2022
Q3 | $533K | Buy |
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|
2022
Q2 | $497K | Buy |
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|
2022
Q1 | $441K | Buy |
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|
2021
Q4 | $418K | Sell |
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|
2021
Q3 | $446K | Sell |
|
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|
2021
Q2 | $406K | Buy |
|
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|
2021
Q1 | $366K | Sell |
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|
2020
Q4 | $668K | Buy |
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|
2020
Q3 | $614K | Sell |
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|
2020
Q2 | $590K | Sell |
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|
2020
Q1 | $519K | Buy |
|