JSF Financial’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $586K | Buy |
2,681
+80
| +3% | +$17.5K | 0.14% | 84 |
|
|
2025
Q1 | $364K | Sell |
2,601
-89
| -3% | -$12.4K | 0.1% | 91 |
|
|
2024
Q4 | $448K | Sell |
2,690
-225
| -8% | -$37.5K | 0.12% | 87 |
|
|
2024
Q3 | $497K | Buy |
2,915
+29
| +1% | +$4.94K | 0.14% | 71 |
|
|
2024
Q2 | $408K | Buy |
2,886
+57
| +2% | +$8.05K | 0.12% | 78 |
|
|
2024
Q1 | $355K | Sell |
2,829
-5
| -0.2% | -$628 | 0.11% | 85 |
|
|
2023
Q4 | $299K | Buy |
2,834
+91
| +3% | +$9.59K | 0.1% | 87 |
|
|
2023
Q3 | $291K | Buy |
2,743
+46
| +2% | +$4.87K | 0.11% | 84 |
|
|
2023
Q2 | $321K | Sell |
2,697
-176
| -6% | -$21K | 0.11% | 78 |
|
|
2023
Q1 | $267K | Buy |
2,873
+250
| +10% | +$23.2K | 0.1% | 95 |
|
|
2022
Q4 | $214K | Buy |
+2,623
| New | +$214K | 0.08% | 106 |
|
|
2022
Q2 | – | Sell |
-2,595
| Closed | -$215K | – | 115 |
|
|
2022
Q1 | $215K | Sell |
2,595
-43
| -2% | -$3.56K | 0.09% | 105 |
|
|
2021
Q4 | $230K | Sell |
2,638
-173
| -6% | -$15.1K | 0.11% | 95 |
|
|
2021
Q3 | $245K | Buy |
+2,811
| New | +$245K | 0.12% | 97 |
|
|
2020
Q3 | – | Sell |
-4,710
| Closed | -$260K | – | 78 |
|
|
2020
Q2 | $260K | Sell |
4,710
-2,294
| -33% | -$127K | 0.23% | 49 |
|
|
2020
Q1 | $339K | Buy |
7,004
+2,525
| +56% | +$122K | 0.34% | 41 |
|
|
2019
Q4 | $237K | Buy |
4,479
+323
| +8% | +$17.1K | 0.23% | 53 |
|
|
2019
Q3 | $229K | Buy |
4,156
+86
| +2% | +$4.74K | 0.25% | 53 |
|
|
2019
Q2 | $232K | Hold |
4,070
| – | – | 0.25% | 53 |
|
|
2019
Q1 | $219K | Buy |
+4,070
| New | +$219K | 0.24% | 52 |
|