JFS Wealth Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Sell |
2,102
-105
| -5% | -$23K | 0.03% | 212 |
|
|
2025
Q1 | $309K | Sell |
2,207
-113
| -5% | -$15.8K | 0.02% | 256 |
|
|
2024
Q4 | $387K | Sell |
2,320
-179
| -7% | -$29.8K | 0.03% | 220 |
|
|
2024
Q3 | $426K | Buy |
2,499
+9
| +0.4% | +$1.53K | 0.03% | 211 |
|
|
2024
Q2 | $352K | Sell |
2,490
-121
| -5% | -$17.1K | 0.03% | 180 |
|
|
2024
Q1 | $328K | Sell |
2,611
-59
| -2% | -$7.41K | 0.03% | 195 |
|
|
2023
Q4 | $281K | Buy |
2,670
+327
| +14% | +$34.5K | 0.02% | 197 |
|
|
2023
Q3 | $248K | Sell |
2,343
-55
| -2% | -$5.83K | 0.02% | 201 |
|
|
2023
Q2 | $286K | Sell |
2,398
-80
| -3% | -$9.53K | 0.03% | 183 |
|
|
2023
Q1 | $230K | Sell |
2,478
-410
| -14% | -$38.1K | 0.02% | 203 |
|
|
2022
Q4 | $236K | Sell |
2,888
-409
| -12% | -$33.4K | 0.02% | 202 |
|
|
2022
Q3 | $201K | Hold |
3,297
| – | – | 0.02% | 211 |
|
|
2022
Q2 | $230K | Buy |
3,297
+945
| +40% | +$65.9K | 0.02% | 197 |
|
|
2022
Q1 | $195K | Buy |
2,352
+244
| +12% | +$20.2K | 0.02% | 226 |
|
|
2021
Q4 | $184K | Buy |
2,108
+268
| +15% | +$23.4K | 0.02% | 238 |
|
|
2021
Q3 | $160K | Sell |
1,840
-334
| -15% | -$29K | 0.02% | 245 |
|
|
2021
Q2 | $169K | Hold |
2,174
| – | – | 0.03% | 182 |
|
|
2021
Q1 | $153K | Sell |
2,174
-247
| -10% | -$17.4K | 0.03% | 163 |
|
|
2020
Q4 | $157K | Hold |
2,421
| – | – | 0.03% | 153 |
|
|
2020
Q3 | $145K | Hold |
2,421
| – | – | 0.03% | 154 |
|
|
2020
Q2 | $134K | Hold |
2,421
| – | – | 0.03% | 157 |
|
|
2020
Q1 | $117K | Buy |
2,421
+232
| +11% | +$11.2K | 0.04% | 156 |
|
|
2019
Q4 | $116K | Sell |
2,189
-134
| -6% | -$7.1K | 0.03% | 182 |
|
|
2019
Q3 | $128K | Buy |
2,323
+16
| +0.7% | +$882 | 0.03% | 168 |
|
|
2019
Q2 | $131K | Sell |
2,307
-205
| -8% | -$11.6K | 0.03% | 164 |
|
|
2019
Q1 | $135K | Buy |
2,512
+207
| +9% | +$11.1K | 0.04% | 160 |
|
|
2018
Q4 | $104K | Sell |
2,305
-699
| -23% | -$31.5K | 0.03% | 170 |
|
|
2018
Q3 | $155K | Sell |
3,004
-148
| -5% | -$7.64K | 0.04% | 158 |
|
|
2018
Q2 | $139K | Sell |
3,152
-192
| -6% | -$8.47K | 0.04% | 163 |
|
|
2018
Q1 | $153K | Buy |
3,344
+1
| +0% | +$46 | 0.04% | 158 |
|
|
2017
Q4 | $158K | Buy |
3,343
+344
| +11% | +$16.3K | 0.04% | 159 |
|
|
2017
Q3 | $145K | Buy |
2,999
+1
| +0% | +$48 | 0.04% | 162 |
|
|
2017
Q2 | $150K | Buy |
2,998
+702
| +31% | +$35.1K | 0.04% | 149 |
|
|
2017
Q1 | $88K | Hold |
2,296
| – | – | 0.02% | 177 |
|
|
2016
Q4 | $88K | Buy |
2,296
+1
| +0% | +$38 | 0.02% | 177 |
|
|
2016
Q3 | $90K | Sell |
2,295
-4,899
| -68% | -$192K | 0.03% | 185 |
|
|
2016
Q2 | $294K | Buy |
7,194
+4,580
| +175% | +$187K | 0.08% | 127 |
|
|
2016
Q1 | $107K | Sell |
2,614
-28
| -1% | -$1.15K | 0.03% | 169 |
|
|
2015
Q4 | $97K | Buy |
2,642
+101
| +4% | +$3.71K | 0.03% | 179 |
|
|
2015
Q3 | $92K | Buy |
+2,541
| New | +$92K | 0.04% | 161 |
|
|
2014
Q1 | – | Sell |
-8,589
| Closed | -$329K | – | 124 |
|
|
2013
Q4 | $329K | Sell |
8,589
-469
| -5% | -$18K | 0.14% | 90 |
|
|
2013
Q3 | $300K | Sell |
9,058
-432
| -5% | -$14.3K | 0.14% | 91 |
|
|
2013
Q2 | $291K | Buy |
+9,490
| New | +$291K | 0.15% | 90 |
|