JFA
JNBA Financial Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
6,167
-100
| -2% | -$21.9K | 0.13% | 78 |
|
|
2025
Q1 | $876K | Buy |
6,267
+100
| +2% | +$14K | 0.09% | 93 |
|
|
2024
Q4 | $1.03M | Hold |
6,167
| – | – | 0.1% | 86 |
|
|
2024
Q3 | $1.05M | Sell |
6,167
-954
| -13% | -$163K | 0.11% | 85 |
|
|
2024
Q2 | $1.01M | Sell |
7,121
-600
| -8% | -$84.7K | 0.11% | 88 |
|
|
2024
Q1 | $970K | Hold |
7,721
| – | – | 0.1% | 99 |
|
|
2023
Q4 | $814K | Sell |
7,721
-643
| -8% | -$67.8K | 0.09% | 109 |
|
|
2023
Q3 | $886K | Sell |
8,364
-80
| -0.9% | -$8.47K | 0.11% | 100 |
|
|
2023
Q2 | $1.01M | Sell |
8,444
-787
| -9% | -$93.7K | 0.12% | 97 |
|
|
2023
Q1 | $858K | Sell |
9,231
-216
| -2% | -$20.1K | 0.11% | 106 |
|
|
2022
Q4 | $772K | Sell |
9,447
-1,182
| -11% | -$96.6K | 0.11% | 109 |
|
|
2022
Q3 | $649K | Buy |
10,629
+48
| +0.5% | +$2.93K | 0.1% | 113 |
|
|
2022
Q2 | $739K | Buy |
10,581
+335
| +3% | +$23.4K | 0.11% | 105 |
|
|
2022
Q1 | $848K | Sell |
10,246
-732
| -7% | -$60.6K | 0.11% | 98 |
|
|
2021
Q4 | $957K | Buy |
10,978
+21
| +0.2% | +$1.83K | 0.12% | 98 |
|
|
2021
Q3 | $955K | Sell |
10,957
-28
| -0.3% | -$2.44K | 0.13% | 91 |
|
|
2021
Q2 | $855K | Sell |
10,985
-164
| -1% | -$12.8K | 0.12% | 96 |
|
|
2021
Q1 | $782K | Buy |
11,149
+2,180
| +24% | +$153K | 0.11% | 98 |
|
|
2020
Q4 | $580K | Hold |
8,969
| – | – | 0.1% | 102 |
|
|
2020
Q3 | $535K | Hold |
8,969
| – | – | 0.11% | 95 |
|
|
2020
Q2 | $496K | Hold |
8,969
| – | – | 0.11% | 94 |
|
|
2020
Q1 | $433K | Hold |
8,969
| – | – | 0.1% | 95 |
|
|
2019
Q4 | $475K | Buy |
8,969
+276
| +3% | +$14.6K | 0.09% | 100 |
|
|
2019
Q3 | $478K | Sell |
8,693
-140
| -2% | -$7.7K | 0.1% | 96 |
|
|
2019
Q2 | $503K | Buy |
8,833
+377
| +4% | +$21.5K | 0.1% | 96 |
|
|
2019
Q1 | $454K | Buy |
8,456
+1,246
| +17% | +$66.9K | 0.1% | 98 |
|
|
2018
Q4 | $326K | Buy |
7,210
+5,610
| +351% | +$254K | 0.07% | 106 |
|
|
2018
Q3 | $82K | Sell |
1,600
-7,790
| -83% | -$399K | 0.04% | 191 |
|
|
2018
Q2 | $414K | Hold |
9,390
| – | – | 0.09% | 95 |
|
|
2018
Q1 | $430K | Buy |
9,390
+100
| +1% | +$4.58K | 0.09% | 90 |
|
|
2017
Q4 | $439K | Hold |
9,290
| – | – | 0.09% | 90 |
|
|
2017
Q3 | $449K | Hold |
9,290
| – | – | 0.1% | 80 |
|
|
2017
Q2 | $466K | Sell |
9,290
-866
| -9% | -$43.4K | 0.11% | 79 |
|
|
2017
Q1 | $453K | Sell |
10,156
-148
| -1% | -$6.6K | 0.11% | 77 |
|
|
2016
Q4 | $396K | Buy |
10,304
+1,687
| +20% | +$64.8K | 0.1% | 81 |
|
|
2016
Q3 | $338K | Sell |
8,617
-1,742
| -17% | -$68.3K | 0.05% | 144 |
|
|
2016
Q2 | $424K | Hold |
10,359
| – | – | 0.12% | 70 |
|
|
2016
Q1 | $424K | Sell |
10,359
-160
| -2% | -$6.55K | 0.15% | 62 |
|
|
2015
Q4 | $384K | Buy |
10,519
+500
| +5% | +$18.3K | 0.15% | 68 |
|
|
2015
Q3 | $362K | Hold |
10,019
| – | – | 0.15% | 66 |
|
|
2015
Q2 | $404K | Sell |
10,019
-204
| -2% | -$8.23K | 0.15% | 61 |
|
|
2015
Q1 | $441K | Sell |
10,223
-613
| -6% | -$26.4K | 0.17% | 59 |
|
|
2014
Q4 | $487K | Hold |
10,836
| – | – | 0.2% | 55 |
|
|
2014
Q3 | $415K | Buy |
10,836
+3,260
| +43% | +$125K | 0.19% | 59 |
|
|
2014
Q2 | $307K | Buy |
7,576
+4,059
| +115% | +$164K | 0.15% | 70 |
|
|
2014
Q1 | $144K | Buy |
3,517
+200
| +6% | +$8.19K | 0.08% | 102 |
|
|
2013
Q4 | $127K | Hold |
3,317
| – | – | 0.07% | 101 |
|
|
2013
Q3 | $110K | Hold |
3,317
| – | – | 0.07% | 107 |
|
|
2013
Q2 | $102K | Buy |
+3,317
| New | +$102K | 0.07% | 108 |
|