IFA
Index Fund Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,628
| Closed | -$605K | – | 105 |
|
|
2024
Q4 | $605K | Hold |
3,628
| – | – | 0.03% | 54 |
|
|
2024
Q3 | $618K | Hold |
3,628
| – | – | 0.03% | 52 |
|
|
2024
Q2 | $512K | Hold |
3,628
| – | – | 0.03% | 61 |
|
|
2024
Q1 | $456K | Sell |
3,628
-100
| -3% | -$12.6K | 0.03% | 64 |
|
|
2023
Q4 | $393K | Sell |
3,728
-240
| -6% | -$25.3K | 0.02% | 58 |
|
|
2023
Q3 | $420K | Hold |
3,968
| – | – | 0.03% | 58 |
|
|
2023
Q2 | $473K | Hold |
3,968
| – | – | 0.03% | 55 |
|
|
2023
Q1 | $369K | Sell |
3,968
-7
| -0.2% | -$650 | 0.03% | 65 |
|
|
2022
Q4 | $325K | Sell |
3,975
-2,028
| -34% | -$166K | 0.02% | 63 |
|
|
2022
Q3 | $367K | Hold |
6,003
| – | – | 0.03% | 59 |
|
|
2022
Q2 | $419K | Buy |
6,003
+3,393
| +130% | +$237K | 0.03% | 54 |
|
|
2022
Q1 | $216K | Buy |
2,610
+163
| +7% | +$13.5K | 0.02% | 92 |
|
|
2021
Q4 | $213K | Buy |
+2,447
| New | +$213K | 0.02% | 92 |
|