Kavar Capital Partners Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Buy |
+1,382
| New | +$302K | 0.04% | 153 |
|
|
2025
Q1 | – | Sell |
-1,382
| Closed | -$230K | – | 187 |
|
|
2024
Q4 | $230K | Buy |
1,382
+200
| +17% | +$33.3K | 0.04% | 156 |
|
|
2024
Q3 | $201K | Buy |
+1,182
| New | +$201K | 0.03% | 176 |
|
|
2019
Q3 | – | Sell |
-2,211
| Closed | -$126K | – | 358 |
|
|
2019
Q2 | $126K | Buy |
+2,211
| New | +$126K | 0.05% | 151 |
|
|
2018
Q3 | – | Sell |
-361
| Closed | -$16K | – | 298 |
|
|
2018
Q2 | $16K | Sell |
361
-159
| -31% | -$7.05K | 0.01% | 280 |
|
|
2018
Q1 | $24K | Buy |
+520
| New | +$24K | 0.01% | 246 |
|
|
2016
Q1 | – | Sell |
-291
| Closed | -$10K | – | 301 |
|
|
2015
Q4 | $10K | Sell |
291
-81
| -22% | -$2.78K | 0.01% | 268 |
|
|
2015
Q3 | $13K | Sell |
372
-15
| -4% | -$524 | 0.01% | 261 |
|
|
2015
Q2 | $15K | Buy |
+387
| New | +$15K | 0.01% | 274 |
|
|
2014
Q2 | – | Sell |
-408
| Closed | -$16K | – | 344 |
|
|
2014
Q1 | $16K | Sell |
408
-31
| -7% | -$1.22K | 0.01% | 277 |
|
|
2013
Q4 | $16K | Buy |
+439
| New | +$16K | 0.01% | 262 |
|