JNBA Financial Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
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|
2025
Q1 | $876K | Buy |
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|
2024
Q4 | $1.03M | Hold |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $970K | Hold |
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|
2023
Q4 | $814K | Sell |
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|
2023
Q3 | $886K | Sell |
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|
2023
Q2 | $1.01M | Sell |
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|
2023
Q1 | $858K | Sell |
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|
2022
Q4 | $772K | Sell |
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|
2022
Q3 | $649K | Buy |
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|
2022
Q2 | $739K | Buy |
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|
2022
Q1 | $848K | Sell |
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|
2021
Q4 | $957K | Buy |
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|
2021
Q3 | $955K | Sell |
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|
2021
Q2 | $855K | Sell |
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|
2021
Q1 | $782K | Buy |
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|
2020
Q4 | $580K | Hold |
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|
2020
Q3 | $535K | Hold |
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|
2020
Q2 | $496K | Hold |
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|
2020
Q1 | $433K | Hold |
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|
2019
Q4 | $475K | Buy |
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|
2019
Q3 | $478K | Sell |
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|
2019
Q2 | $503K | Buy |
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|
2019
Q1 | $454K | Buy |
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|
2018
Q4 | $326K | Buy |
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|
2018
Q3 | $82K | Sell |
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|
2018
Q2 | $414K | Hold |
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|
2018
Q1 | $430K | Buy |
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|
2017
Q4 | $439K | Hold |
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|
2017
Q3 | $449K | Hold |
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|
2017
Q2 | $466K | Sell |
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|
2017
Q1 | $453K | Sell |
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|
2016
Q4 | $396K | Buy |
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|
2016
Q3 | $338K | Sell |
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|
2016
Q2 | $424K | Hold |
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|
2016
Q1 | $424K | Sell |
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|
2015
Q4 | $384K | Buy |
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|
2015
Q3 | $362K | Hold |
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|
2015
Q2 | $404K | Sell |
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|
2015
Q1 | $441K | Sell |
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|
2014
Q4 | $487K | Hold |
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|
2014
Q3 | $415K | Buy |
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|
2014
Q2 | $307K | Buy |
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|
2014
Q1 | $144K | Buy |
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|
2013
Q4 | $127K | Hold |
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|
2013
Q3 | $110K | Hold |
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|
2013
Q2 | $102K | Buy |
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