Janney Capital Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.14M | Hold |
5,208
| – | – | 0.07% | 135 |
|
2025
Q1 | $728K | Sell |
5,208
-82
| -2% | -$11.5K | 0.05% | 139 |
|
2024
Q4 | $882K | Sell |
5,290
-317
| -6% | -$52.9K | 0.06% | 142 |
|
2024
Q3 | $956K | Buy |
5,607
+1,100
| +24% | +$188K | 0.06% | 132 |
|
2024
Q2 | $636K | Sell |
4,507
-822
| -15% | -$116K | 0.04% | 141 |
|
2024
Q1 | $669K | Sell |
5,329
-800
| -13% | -$100K | 0.04% | 143 |
|
2023
Q4 | $646K | Sell |
6,129
-2,000
| -25% | -$211K | 0.04% | 142 |
|
2023
Q3 | $861K | Sell |
8,129
-26
| -0.3% | -$2.75K | 0.07% | 124 |
|
2023
Q2 | $971K | Buy |
8,155
+26
| +0.3% | +$3.1K | 0.07% | 128 |
|
2023
Q1 | $755K | Buy |
8,129
+822
| +11% | +$76.3K | 0.06% | 124 |
|
2022
Q4 | $597K | Buy |
7,307
+3,600
| +97% | +$294K | 0.04% | 140 |
|
2022
Q3 | $226K | Buy |
+3,707
| New | +$226K | 0.02% | 196 |
|
2019
Q4 | – | Sell |
-3,785
| Closed | -$208K | – | 208 |
|
2019
Q3 | $208K | Sell |
3,785
-784
| -17% | -$43.1K | 0.01% | 200 |
|
2019
Q2 | $260K | Hold |
4,569
| – | – | 0.01% | 180 |
|
2019
Q1 | $245K | Hold |
4,569
| – | – | 0.01% | 184 |
|
2018
Q4 | $206K | Hold |
4,569
| – | – | 0.01% | 190 |
|
2018
Q3 | $236K | Sell |
4,569
-138
| -3% | -$7.13K | 0.01% | 203 |
|
2018
Q2 | $207K | Sell |
4,707
-579
| -11% | -$25.5K | 0.01% | 204 |
|
2018
Q1 | $242K | Buy |
5,286
+168
| +3% | +$7.69K | 0.01% | 195 |
|
2017
Q4 | $241K | Buy |
5,118
+137
| +3% | +$6.45K | 0.01% | 199 |
|
2017
Q3 | $240K | Sell |
4,981
-175
| -3% | -$8.43K | 0.01% | 207 |
|
2017
Q2 | $258K | Hold |
5,156
| – | – | 0.01% | 157 |
|
2017
Q1 | $230K | Buy |
+5,156
| New | +$230K | 0.01% | 159 |
|
2016
Q4 | – | Sell |
-5,156
| Closed | -$202K | – | 185 |
|
2016
Q3 | $202K | Hold |
5,156
| – | – | 0.01% | 167 |
|
2016
Q2 | $211K | Hold |
5,156
| – | – | 0.01% | 156 |
|
2016
Q1 | $210K | Buy |
+5,156
| New | +$210K | 0.01% | 144 |
|