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James Investment Research’s Oracle ORCL Stock Holding History

James Investment Research’s Portfolio ORCL Stock Details ORCL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$207K Buy
+946
New +$207K 0.02% 306
2023
Q2 		– Sell
-941
Closed -$87K – 461
2023
Q1 		$87K Sell
941
-60
-6% -$5.55K 0.01% 312
2022
Q4 		$82K Buy
1,001
+107
+12% +$8.77K 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% -$248 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% +$2.95K 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% -$12.6K ﹤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% -$14.8K ﹤0.01% 628
2018
Q4 		$63K Buy
1,392
+37
+3% +$1.68K ﹤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% -$24K ﹤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% +$16.3K ﹤0.01% 495
2016
Q4 		$58K Hold
1,515
– – ﹤0.01% 403
2016
Q3 		$60K Sell
1,515
-550
-27% -$21.8K ﹤0.01% 395
2016
Q2 		$85K Buy
2,065
+65
+3% +$2.68K ﹤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% -$18K ﹤0.01% 321
2015
Q2 		$101K Sell
2,500
-1,500
-38% -$60.6K ﹤0.01% 327
2015
Q1 		$173K Buy
4,000
+2,870
+254% +$124K ﹤0.01% 327
2014
Q4 		$51K Buy
+1,130
New +$51K ﹤0.01% 382
2013
Q3 		– Sell
-500
Closed -$15K – 536
2013
Q2 		$15K Buy
+500
New +$15K ﹤0.01% 440