Jackson Grant Investment Advisers’s Oracle ORCL Stock Holding History

Jackson Grant Investment Advisers’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	$405K	Hold	1,851	–	–	0.15%	77
2025 Q1	$259K	Hold	1,851	–	–	0.1%	90
2024 Q4	$308K	Hold	1,851	–	–	0.12%	83
2024 Q3	$315K	Hold	1,851	–	–	0.12%	85
2024 Q2	$261K	Hold	1,851	–	–	0.11%	91
2024 Q1	$232K	Hold	1,851	–	–	0.1%	99
2023 Q4	$195K	Hold	1,851	–	–	0.09%	102
2023 Q3	$196K	Hold	1,851	–	–	0.09%	96
2023 Q2	$220K	Hold	1,851	–	–	0.1%	94
2023 Q1	$172K	Buy	1,851 +52	+3%	+$4.83K	0.08%	113
2022 Q4	$147K	Hold	1,799	–	–	0.07%	118
2022 Q3	$110K	Hold	1,799	–	–	0.06%	128
2022 Q2	$126K	Buy	1,799 +30	+2%	+$2.1K	0.06%	125
2022 Q1	$146K	Hold	1,769	–	–	0.06%	127
2021 Q4	$154K	Hold	1,769	–	–	0.08%	104
2021 Q3	$154K	Buy	1,769 +3	+0.2%	+$261	0.07%	123
2021 Q2	$137K	Buy	1,766 +45	+3%	+$3.49K	0.06%	132
2021 Q1	$121K	Buy	1,721 +351	+26%	+$24.7K	0.06%	135
2020 Q4	$89K	Buy	1,370 +3	+0.2%	+$195	0.05%	140
2020 Q3	$82K	Buy	1,367 +4	+0.3%	+$240	0.05%	122
2020 Q2	$75K	Buy	1,363 +4	+0.3%	+$220	0.05%	123
2020 Q1	$66K	Sell	1,359 -199	-13%	-$9.66K	0.05%	126
2019 Q4	$83K	Buy	1,558 +5	+0.3%	+$266	0.04%	127
2019 Q3	$85K	Buy	1,553 +4	+0.3%	+$219	0.05%	127
2019 Q2	$88K	Buy	1,549 +5	+0.3%	+$284	0.05%	122
2019 Q1	$83K	Sell	1,544 -112	-7%	-$6.02K	0.05%	122
2018 Q4	$75K	Buy	1,656 +584	+54%	+$26.4K	0.05%	126
2018 Q3	$55K	Buy	1,072 +5	+0.5%	+$257	0.03%	141
2018 Q2	$47K	Buy	1,067 +4	+0.4%	+$176	0.03%	152
2018 Q1	$49K	Buy	1,063 +4	+0.4%	+$184	0.03%	148
2017 Q4	$50K	Buy	1,059 +4	+0.4%	+$189	0.03%	144
2017 Q3	$51K	Buy	1,055 +4	+0.4%	+$193	0.04%	140
2017 Q2	$53K	Buy	1,051 +4	+0.4%	+$202	0.04%	123
2017 Q1	$47K	Buy	1,047 +4	+0.4%	+$180	0.04%	126
2016 Q4	$40K	Buy	1,043 +4	+0.4%	+$153	0.03%	130
2016 Q3	$41K	Buy	1,039 +4	+0.4%	+$158	0.03%	122
2016 Q2	$42K	Buy	1,035 +4	+0.4%	+$162	0.04%	119
2016 Q1	$42K	Buy	1,031 +4	+0.4%	+$163	0.04%	113
2015 Q4	$38K	Buy	+1,027	New	+$38K	0.04%	117