JTC Employer Solutions Trustee’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
6,330
+2
| +0% | +$437 | 0.13% | 47 |
|
|
2025
Q1 | $885K | Buy |
6,328
+1,199
| +23% | +$168K | 0.07% | 60 |
|
|
2024
Q4 | $856K | Buy |
5,129
+577
| +13% | +$96.3K | 0.06% | 63 |
|
|
2024
Q3 | $776K | Hold |
4,552
| – | – | 0.05% | 65 |
|
|
2024
Q2 | $642K | Hold |
4,552
| – | – | 0.04% | 68 |
|
|
2024
Q1 | $570K | Hold |
4,552
| – | – | 0.04% | 77 |
|
|
2023
Q4 | $485K | Hold |
4,552
| – | – | 0.04% | 79 |
|
|
2023
Q3 | $482K | Hold |
4,552
| – | – | 0.04% | 78 |
|
|
2023
Q2 | $542K | Sell |
4,552
-6,700
| -60% | -$798K | 0.05% | 74 |
|
|
2023
Q1 | $1.05M | Hold |
11,252
| – | – | 0.11% | 52 |
|
|
2022
Q4 | $919K | Hold |
11,252
| – | – | 0.08% | 58 |
|
|
2022
Q3 | $688K | Hold |
11,252
| – | – | 0.11% | 54 |
|
|
2022
Q2 | $785K | Hold |
11,252
| – | – | 0.1% | 49 |
|
|
2022
Q1 | $931K | Hold |
11,252
| – | – | 0.1% | 47 |
|
|
2021
Q4 | $981K | Hold |
11,252
| – | – | 0.12% | 47 |
|
|
2021
Q3 | $981K | Buy |
11,252
+250
| +2% | +$21.8K | 0.13% | 48 |
|
|
2021
Q2 | $856K | Buy |
+11,002
| New | +$856K | 0.13% | 36 |
|