Ironwood Financial’s Oracle ORCL Stock Holding History

Ironwood Financial’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$597K	Hold	4,270	–	–	0.13%	101
2025 Q1	$597K	Hold	4,270	–	–	0.13%	101
2024 Q4	$712K	Hold	4,270	–	–	0.15%	92
2024 Q3	$728K	Sell	4,270 -218	-5%	-$37.1K	0.15%	89
2024 Q2	$634K	Hold	4,488	–	–	0.14%	97
2024 Q1	$564K	Buy	4,488 +55	+1%	+$6.91K	0.13%	101
2023 Q4	$467K	Sell	4,433 -51	-1%	-$5.38K	0.11%	106
2023 Q3	$475K	Hold	4,484	–	–	0.13%	94
2023 Q2	$534K	Hold	4,484	–	–	0.14%	90
2023 Q1	$417K	Hold	4,484	–	–	0.12%	103
2022 Q4	$367K	Hold	4,484	–	–	0.11%	104
2022 Q3	$274K	Hold	4,484	–	–	0.09%	101
2022 Q2	$313K	Hold	4,484	–	–	0.1%	97
2022 Q1	$371K	Sell	4,484 -814	-15%	-$67.3K	0.1%	90
2021 Q4	$462K	Sell	5,298 -38	-0.7%	-$3.31K	0.13%	87
2021 Q3	$465K	Hold	5,336	–	–	0.14%	85
2021 Q2	$415K	Buy	5,336 +852	+19%	+$66.3K	0.12%	85
2021 Q1	$315K	Sell	4,484 -160	-3%	-$11.2K	0.1%	91
2020 Q4	$300K	Buy	4,644 +2,255	+94%	+$146K	0.11%	85
2020 Q3	$143K	Hold	2,389	–	–	0.07%	70
2020 Q2	$132K	Buy	2,389 +112	+5%	+$6.19K	0.07%	66
2020 Q1	$110K	Sell	2,277 -1,200	-35%	-$58K	0.08%	54
2019 Q4	$184K	Hold	3,477	–	–	0.08%	53
2019 Q3	$191K	Hold	3,477	–	–	0.09%	51
2019 Q2	$198K	Hold	3,477	–	–	0.1%	51
2019 Q1	$187K	Hold	3,477	–	–	0.1%	51
2018 Q4	$157K	Hold	3,477	–	–	0.09%	52
2018 Q3	$179K	Hold	3,477	–	–	0.1%	54
2018 Q2	$153K	Hold	3,477	–	–	0.09%	53
2018 Q1	$159K	Hold	3,477	–	–	0.17%	39
2017 Q4	$164K	Hold	3,477	–	–	0.1%	48
2017 Q3	$168K	Hold	3,477	–	–	0.1%	52
2017 Q2	$174K	Hold	3,477	–	–	0.11%	49
2017 Q1	$155K	Sell	3,477 -115	-3%	-$5.13K	0.1%	50
2016 Q4	$138K	Hold	3,592	–	–	0.1%	52
2016 Q3	$141K	Hold	3,592	–	–	0.1%	54
2016 Q2	$147K	Hold	3,592	–	–	0.11%	54
2016 Q1	$147K	Buy	+3,592	New	+$147K	0.11%	55
2015 Q3	$130K	Hold	3,592	–	–	0.06%	84
2015 Q2	$145K	Hold	3,592	–	–	0.07%	76
2015 Q1	$155K	Sell	3,592 -15	-0.4%	-$647	0.07%	75
2014 Q4	$162K	Buy	+3,607	New	+$162K	0.09%	69