James Investment Research’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-984
| Closed | -$277K | – | 374 |
|
|
2025
Q3 | $277K | Buy |
984
+38
| +4% | +$9.68K | 0.03% | 300 |
|
|
2025
Q2 | $207K | Buy |
+946
| New | +$153K | 0.02% | 306 |
|
|
2023
Q2 | – | Sell |
-941
| Closed | -$87K | – | 460 |
|
|
2023
Q1 | $87K | Sell |
941
-60
| -6% | -$5.26K | 0.01% | 312 |
|
|
2022
Q4 | $82K | Buy |
1,001
+107
| +12% | +$8.13K | 0.01% | 319 |
|
|
2022
Q3 | $55K | Hold |
894
| – | – | 0.01% | 354 |
|
|
2022
Q2 | $62K | Hold |
894
| – | – | 0.01% | 335 |
|
|
2022
Q1 | $74K | Sell |
894
-3
| -0.3% | -$243 | 0.01% | 332 |
|
|
2021
Q4 | $78K | Hold |
897
| – | – | 0.01% | 351 |
|
|
2021
Q3 | $78K | Hold |
897
| – | – | 0.01% | 345 |
|
|
2021
Q2 | $70K | Hold |
897
| – | – | 0.01% | 358 |
|
|
2021
Q1 | $63K | Buy |
897
+42
| +5% | +$2.72K | 0.01% | 362 |
|
|
2020
Q4 | $55K | Hold |
855
| – | – | ﹤0.01% | 380 |
|
|
2020
Q3 | $51K | Hold |
855
| – | – | ﹤0.01% | 331 |
|
|
2020
Q2 | $47K | Hold |
855
| – | – | ﹤0.01% | 338 |
|
|
2020
Q1 | $41K | Sell |
855
-262
| -23% | -$13.5K | ﹤0.01% | 322 |
|
|
2019
Q4 | $59K | Hold |
1,117
| – | – | ﹤0.01% | 370 |
|
|
2019
Q3 | $61K | Hold |
1,117
| – | – | ﹤0.01% | 403 |
|
|
2019
Q2 | $64K | Hold |
1,117
| – | – | ﹤0.01% | 484 |
|
|
2019
Q1 | $60K | Sell |
1,117
-275
| -20% | -$14K | ﹤0.01% | 628 |
|
|
2018
Q4 | $63K | Buy |
1,392
+37
| +3% | +$1.77K | ﹤0.01% | 618 |
|
|
2018
Q3 | $70K | Hold |
1,355
| – | – | ﹤0.01% | 648 |
|
|
2018
Q2 | $60K | Hold |
1,355
| – | – | ﹤0.01% | 663 |
|
|
2018
Q1 | $62K | Sell |
1,355
-525
| -28% | -$26.1K | ﹤0.01% | 645 |
|
|
2017
Q4 | $89K | Hold |
1,880
| – | – | ﹤0.01% | 600 |
|
|
2017
Q3 | $91K | Hold |
1,880
| – | – | ﹤0.01% | 583 |
|
|
2017
Q2 | $94K | Hold |
1,880
| – | – | ﹤0.01% | 551 |
|
|
2017
Q1 | $84K | Buy |
1,880
+365
| +24% | +$15.2K | ﹤0.01% | 495 |
|
|
2016
Q4 | $58K | Hold |
1,515
| – | – | ﹤0.01% | 403 |
|
|
2016
Q3 | $60K | Sell |
1,515
-550
| -27% | -$22.4K | ﹤0.01% | 395 |
|
|
2016
Q2 | $85K | Buy |
2,065
+65
| +3% | +$2.6K | ﹤0.01% | 333 |
|
|
2016
Q1 | $82K | Hold |
2,000
| – | – | ﹤0.01% | 318 |
|
|
2015
Q4 | $73K | Hold |
2,000
| – | – | ﹤0.01% | 330 |
|
|
2015
Q3 | $72K | Sell |
2,000
-500
| -20% | -$19.2K | ﹤0.01% | 321 |
|
|
2015
Q2 | $101K | Sell |
2,500
-1,500
| -38% | -$65.1K | ﹤0.01% | 327 |
|
|
2015
Q1 | $173K | Buy |
4,000
+2,870
| +254% | +$124K | ﹤0.01% | 327 |
|
|
2014
Q4 | $51K | Buy |
+1,130
| New | +$46K | ﹤0.01% | 382 |
|
|
2013
Q3 | – | Sell |
-500
| Closed | -$15K | – | 536 |
|
|
2013
Q2 | $15K | Buy |
+500
| New | +$16.6K | ﹤0.01% | 440 |
|
Other funds holding ORCL
James Investment Research's ORCL Position: Q4 2025 in Review
James Investment Research sold out of Oracle (ORCL) in Q4 2025, closing a stake of 984 shares — an estimated $277K sold.
James Investment Research first reported a position in ORCL in Q2 2013 and held it in 37 quarters. The position peaked at $277K in Q3 2025. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.
- James Investment Research reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
- James Investment Research sold 984 Oracle shares in Q4 2025, an estimated $277K.
- James Investment Research first reported a position in Oracle in Q2 2013 and held it in 37 quarters.
- James Investment Research's Oracle position peaked at $277K in Q3 2025.
- 3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.
Based on James Investment Research's 13F filing for Q4 2025, filed 29 Jan 2026.