IFP
Independent Franchise Partners’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $780M | Sell |
3,568,470
-630,463
| -15% | -$138M | 5.19% | 7 |
|
|
2025
Q1 | $587M | Buy |
4,198,933
+60,478
| +1% | +$8.46M | 4.19% | 12 |
|
|
2024
Q4 | $690M | Buy |
4,138,455
+240,956
| +6% | +$40.2M | 5.18% | 12 |
|
|
2024
Q3 | $664M | Sell |
3,897,499
-1,477,224
| -27% | -$252M | 5.86% | 9 |
|
|
2024
Q2 | $759M | Sell |
5,374,723
-118,487
| -2% | -$16.7M | 6.99% | 3 |
|
|
2024
Q1 | $690M | Sell |
5,493,210
-130,759
| -2% | -$16.4M | 5.71% | 7 |
|
|
2023
Q4 | $593M | Sell |
5,623,969
-278,912
| -5% | -$29.4M | 5.04% | 7 |
|
|
2023
Q3 | $625M | Sell |
5,902,881
-43,672
| -0.7% | -$4.63M | 5.42% | 8 |
|
|
2023
Q2 | $708M | Sell |
5,946,553
-2,045,323
| -26% | -$244M | 5.93% | 4 |
|
|
2023
Q1 | $743M | Sell |
7,991,876
-38,106
| -0.5% | -$3.54M | 6.68% | 4 |
|
|
2022
Q4 | $656M | Sell |
8,029,982
-145,453
| -2% | -$11.9M | 6.43% | 2 |
|
|
2022
Q3 | $499M | Buy |
8,175,435
+1,904,658
| +30% | +$116M | 5.25% | 7 |
|
|
2022
Q2 | $438M | Sell |
6,270,777
-212,413
| -3% | -$14.8M | 4.12% | 15 |
|
|
2022
Q1 | $536M | Sell |
6,483,190
-309,629
| -5% | -$25.6M | 4.24% | 13 |
|
|
2021
Q4 | $592M | Sell |
6,792,819
-480,489
| -7% | -$41.9M | 4.66% | 12 |
|
|
2021
Q3 | $634M | Sell |
7,273,308
-528,542
| -7% | -$46.1M | 4.98% | 11 |
|
|
2021
Q2 | $607M | Sell |
7,801,850
-4,141,705
| -35% | -$322M | 4.53% | 10 |
|
|
2021
Q1 | $838M | Buy |
11,943,555
+179,420
| +2% | +$12.6M | 6.68% | 4 |
|
|
2020
Q4 | $761M | Buy |
11,764,135
+765,596
| +7% | +$49.5M | 6.54% | 2 |
|
|
2020
Q3 | $657M | Buy |
10,998,539
+3,411,017
| +45% | +$204M | 6.51% | 3 |
|
|
2020
Q2 | $419M | Buy |
7,587,522
+43,382
| +0.6% | +$2.4M | 4.26% | 13 |
|
|
2020
Q1 | $365M | Sell |
7,544,140
-219,869
| -3% | -$10.6M | 4.49% | 10 |
|
|
2019
Q4 | $411M | Sell |
7,764,009
-45,092
| -0.6% | -$2.39M | 4.12% | 15 |
|
|
2019
Q3 | $430M | Sell |
7,809,101
-395,846
| -5% | -$21.8M | 4.38% | 13 |
|
|
2019
Q2 | $467M | Buy |
8,204,947
+96,307
| +1% | +$5.49M | 4.81% | 11 |
|
|
2019
Q1 | $436M | Buy |
8,108,640
+114,433
| +1% | +$6.15M | 4.91% | 10 |
|
|
2018
Q4 | $361M | Sell |
7,994,207
-1,380,524
| -15% | -$62.3M | 4.43% | 12 |
|
|
2018
Q3 | $483M | Sell |
9,374,731
-6,987,768
| -43% | -$360M | 4.64% | 13 |
|
|
2018
Q2 | $721M | Sell |
16,362,499
-346,336
| -2% | -$15.3M | 6.83% | 5 |
|
|
2018
Q1 | $764M | Sell |
16,708,835
-937,218
| -5% | -$42.9M | 6.79% | 8 |
|
|
2017
Q4 | $834M | Buy |
17,646,053
+291,286
| +2% | +$13.8M | 7.08% | 6 |
|
|
2017
Q3 | $839M | Buy |
17,354,767
+610,127
| +4% | +$29.5M | 7.52% | 4 |
|
|
2017
Q2 | $840M | Buy |
16,744,640
+104,914
| +0.6% | +$5.26M | 7.53% | 1 |
|
|
2017
Q1 | $742M | Sell |
16,639,726
-333,253
| -2% | -$14.9M | 7.09% | 3 |
|
|
2016
Q4 | $653M | Buy |
16,972,979
+1,323,437
| +8% | +$50.9M | 6.55% | 4 |
|
|
2016
Q3 | $615M | Buy |
15,649,542
+1,124,899
| +8% | +$44.2M | 6.14% | 7 |
|
|
2016
Q2 | $594M | Buy |
14,524,643
+340,208
| +2% | +$13.9M | 6.53% | 6 |
|
|
2016
Q1 | $580M | Sell |
14,184,435
-179,172
| -1% | -$7.33M | 6.55% | 6 |
|
|
2015
Q4 | $525M | Buy |
14,363,607
+1,528,430
| +12% | +$55.8M | 5.97% | 7 |
|
|
2015
Q3 | $464M | Buy |
12,835,177
+882,380
| +7% | +$31.9M | 5.87% | 9 |
|
|
2015
Q2 | $482M | Buy |
11,952,797
+4,282,172
| +56% | +$173M | 5.68% | 9 |
|
|
2015
Q1 | $331M | Buy |
+7,670,625
| New | +$331M | 4.05% | 14 |
|