Karpus Investment Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $776K | Hold |
3,550
| – | – | 0.03% | 180 |
|
|
2025
Q1 | $496K | Hold |
3,550
| – | – | 0.02% | 187 |
|
|
2024
Q4 | $592K | Hold |
3,550
| – | – | 0.02% | 191 |
|
|
2024
Q3 | $605K | Hold |
3,550
| – | – | 0.02% | 196 |
|
|
2024
Q2 | $501K | Hold |
3,550
| – | – | 0.01% | 206 |
|
|
2024
Q1 | $446K | Hold |
3,550
| – | – | 0.01% | 222 |
|
|
2023
Q4 | $374K | Hold |
3,550
| – | – | 0.01% | 232 |
|
|
2023
Q3 | $376K | Hold |
3,550
| – | – | 0.01% | 244 |
|
|
2023
Q2 | $423K | Hold |
3,550
| – | – | 0.01% | 277 |
|
|
2023
Q1 | $330K | Hold |
3,550
| – | – | 0.01% | 325 |
|
|
2022
Q4 | $290K | Hold |
3,550
| – | – | 0.01% | 386 |
|
|
2022
Q3 | $217K | Hold |
3,550
| – | – | 0.01% | 472 |
|
|
2022
Q2 | $248K | Hold |
3,550
| – | – | 0.01% | 458 |
|
|
2022
Q1 | $294K | Hold |
3,550
| – | – | 0.01% | 393 |
|
|
2021
Q4 | $310K | Hold |
3,550
| – | – | 0.01% | 335 |
|
|
2021
Q3 | $309K | Hold |
3,550
| – | – | 0.01% | 268 |
|
|
2021
Q2 | $276K | Buy |
+3,550
| New | +$276K | 0.01% | 267 |
|
|
2019
Q4 | – | Sell |
-6,158
| Closed | -$339K | – | 196 |
|
|
2019
Q3 | $339K | Buy |
6,158
+2,608
| +73% | +$144K | 0.01% | 171 |
|
|
2019
Q2 | $202K | Sell |
3,550
-2,608
| -42% | -$148K | 0.01% | 182 |
|
|
2019
Q1 | $333K | Buy |
+6,158
| New | +$333K | 0.01% | 183 |
|
|
2018
Q3 | – | Sell |
-5,758
| Closed | -$274K | – | 202 |
|
|
2018
Q2 | $274K | Hold |
5,758
| – | – | 0.01% | 159 |
|
|
2018
Q1 | $263K | Hold |
5,758
| – | – | 0.01% | 154 |
|
|
2017
Q4 | $272K | Buy |
+5,758
| New | +$272K | 0.01% | 136 |
|