Jones Financial Companies’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.1M | Buy |
237,128
+53,521
| +29% | +$11.3M | 0.04% | 144 |
|
|
2025
Q1 | $25.8M | Buy |
183,607
+71,787
| +64% | +$10.1M | 0.02% | 179 |
|
|
2024
Q4 | $18.6M | Buy |
111,820
+33,416
| +43% | +$5.57M | 0.02% | 182 |
|
|
2024
Q3 | $13.3M | Buy |
78,404
+20,692
| +36% | +$3.51M | 0.01% | 179 |
|
|
2024
Q2 | $8.15M | Buy |
57,712
+12,734
| +28% | +$1.8M | 0.01% | 167 |
|
|
2024
Q1 | $5.65M | Sell |
44,978
-2,222
| -5% | -$279K | 0.01% | 145 |
|
|
2023
Q4 | $4.98M | Sell |
47,200
-2,585
| -5% | -$273K | 0.01% | 137 |
|
|
2023
Q3 | $5.27M | Buy |
49,785
+10,748
| +28% | +$1.14M | 0.01% | 124 |
|
|
2023
Q2 | $4.65M | Buy |
39,037
+528
| +1% | +$62.9K | 0.01% | 129 |
|
|
2023
Q1 | $3.58M | Sell |
38,509
-2,200
| -5% | -$204K | 0.01% | 135 |
|
|
2022
Q4 | $3.33M | Buy |
40,709
+572
| +1% | +$46.8K | 0.01% | 135 |
|
|
2022
Q3 | $2.45M | Buy |
40,137
+838
| +2% | +$51.2K | ﹤0.01% | 132 |
|
|
2022
Q2 | $2.75M | Sell |
39,299
-2,369
| -6% | -$166K | ﹤0.01% | 126 |
|
|
2022
Q1 | $3.45M | Sell |
41,668
-2,462
| -6% | -$204K | 0.01% | 126 |
|
|
2021
Q4 | $3.85M | Sell |
44,130
-517
| -1% | -$45.1K | 0.01% | 126 |
|
|
2021
Q3 | $3.89M | Sell |
44,647
-2,377
| -5% | -$207K | 0.01% | 123 |
|
|
2021
Q2 | $3.66M | Sell |
47,024
-4,334
| -8% | -$337K | 0.01% | 124 |
|
|
2021
Q1 | $3.6M | Buy |
51,358
+271
| +0.5% | +$19K | 0.01% | 123 |
|
|
2020
Q4 | $3.31M | Sell |
51,087
-4,082
| -7% | -$264K | 0.01% | 123 |
|
|
2020
Q3 | $3.29M | Sell |
55,169
-122
| -0.2% | -$7.28K | 0.01% | 121 |
|
|
2020
Q2 | $3.06M | Sell |
55,291
-20,671
| -27% | -$1.14M | 0.01% | 118 |
|
|
2020
Q1 | $3.67M | Sell |
75,962
-34,280
| -31% | -$1.66M | 0.01% | 116 |
|
|
2019
Q4 | $5.84M | Sell |
110,242
-7,991
| -7% | -$423K | 0.01% | 105 |
|
|
2019
Q3 | $6.51M | Sell |
118,233
-14,644
| -11% | -$806K | 0.01% | 99 |
|
|
2019
Q2 | $7.57M | Sell |
132,877
-12,469
| -9% | -$710K | 0.02% | 95 |
|
|
2019
Q1 | $7.81M | Sell |
145,346
-19,581
| -12% | -$1.05M | 0.02% | 89 |
|
|
2018
Q4 | $7.45M | Sell |
164,927
-68,198
| -29% | -$3.08M | 0.02% | 84 |
|
|
2018
Q3 | $12M | Sell |
233,125
-10,934
| -4% | -$564K | 0.03% | 66 |
|
|
2018
Q2 | $10.8M | Buy |
244,059
+7,620
| +3% | +$336K | 0.03% | 67 |
|
|
2018
Q1 | $10.8M | Buy |
236,439
+5,296
| +2% | +$242K | 0.03% | 62 |
|
|
2017
Q4 | $10.9M | Sell |
231,143
-11,448
| -5% | -$541K | 0.03% | 63 |
|
|
2017
Q3 | $11.7M | Sell |
242,591
-2,428
| -1% | -$117K | 0.03% | 59 |
|
|
2017
Q2 | $12.3M | Buy |
245,019
+11,016
| +5% | +$552K | 0.04% | 55 |
|
|
2017
Q1 | $10.4M | Buy |
234,003
+1,871
| +0.8% | +$83.5K | 0.03% | 62 |
|
|
2016
Q4 | $8.93M | Sell |
232,132
-7,051
| -3% | -$271K | 0.03% | 61 |
|
|
2016
Q3 | $9.4M | Sell |
239,183
-17,162
| -7% | -$674K | 0.04% | 60 |
|
|
2016
Q2 | $10.5M | Buy |
256,345
+444
| +0.2% | +$18.2K | 0.05% | 51 |
|
|
2016
Q1 | $10.5M | Sell |
255,901
-1,690
| -0.7% | -$69.1K | 0.06% | 43 |
|
|
2015
Q4 | $9.41M | Buy |
257,591
+12,795
| +5% | +$467K | 0.06% | 48 |
|
|
2015
Q3 | $8.84M | Buy |
244,796
+1,108
| +0.5% | +$40K | 0.06% | 49 |
|
|
2015
Q2 | $9.82M | Buy |
243,688
+2,175
| +0.9% | +$87.7K | 0.06% | 47 |
|
|
2015
Q1 | $10.4M | Buy |
241,513
+6,950
| +3% | +$300K | 0.07% | 42 |
|
|
2014
Q4 | $10.5M | Buy |
234,563
+3,491
| +2% | +$157K | 0.07% | 41 |
|
|
2014
Q3 | $8.85M | Buy |
231,072
+14,071
| +6% | +$539K | 0.06% | 44 |
|
|
2014
Q2 | $8.8M | Buy |
217,001
+6,274
| +3% | +$254K | 0.07% | 46 |
|
|
2014
Q1 | $8.62M | Buy |
210,727
+5,583
| +3% | +$228K | 0.07% | 44 |
|
|
2013
Q4 | $7.85M | Buy |
205,144
+6,779
| +3% | +$259K | 0.07% | 46 |
|
|
2013
Q3 | $6.58M | Buy |
198,365
+15,258
| +8% | +$506K | 0.06% | 45 |
|
|
2013
Q2 | $5.62M | Buy |
+183,107
| New | +$5.62M | 0.06% | 51 |
|