Jackson Grant Investment Advisers’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $549K | Buy |
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|
2025
Q2 | $405K | Hold |
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|
2025
Q1 | $259K | Hold |
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|
2024
Q4 | $308K | Hold |
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|
2024
Q3 | $315K | Hold |
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|
2024
Q2 | $261K | Hold |
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|
2024
Q1 | $232K | Hold |
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|
2023
Q4 | $195K | Hold |
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|
2023
Q3 | $196K | Hold |
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|
2023
Q2 | $220K | Hold |
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|
2023
Q1 | $172K | Buy |
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|
2022
Q4 | $147K | Hold |
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|
2022
Q3 | $110K | Hold |
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|
2022
Q2 | $126K | Buy |
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|
2022
Q1 | $146K | Hold |
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|
2021
Q4 | $154K | Hold |
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|
2021
Q3 | $154K | Buy |
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|
2021
Q2 | $137K | Buy |
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|
2021
Q1 | $121K | Buy |
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|
2020
Q4 | $89K | Buy |
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|
2020
Q3 | $82K | Buy |
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|
2020
Q2 | $75K | Buy |
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|
2020
Q1 | $66K | Sell |
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|
2019
Q4 | $83K | Buy |
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|
2019
Q3 | $85K | Buy |
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|
2019
Q2 | $88K | Buy |
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|
2019
Q1 | $83K | Sell |
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|
2018
Q4 | $75K | Buy |
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|
2018
Q3 | $55K | Buy |
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|
2018
Q2 | $47K | Buy |
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|
2018
Q1 | $49K | Buy |
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|
2017
Q4 | $50K | Buy |
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|
2017
Q3 | $51K | Buy |
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|
2017
Q2 | $53K | Buy |
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|
2017
Q1 | $47K | Buy |
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|
2016
Q4 | $40K | Buy |
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|
2016
Q3 | $41K | Buy |
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|
2016
Q2 | $42K | Buy |
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|
2016
Q1 | $42K | Buy |
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|
2015
Q4 | $38K | Buy |
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