Kestra Private Wealth Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.2M | Buy |
96,986
+4,605
| +5% | +$1.01M | 0.3% | 62 |
|
|
2025
Q1 | $12.9M | Buy |
92,381
+10,824
| +13% | +$1.51M | 0.22% | 103 |
|
|
2024
Q4 | $13.6M | Sell |
81,557
-4,440
| -5% | -$740K | 0.23% | 90 |
|
|
2024
Q3 | $14.7M | Sell |
85,997
-633
| -0.7% | -$108K | 0.27% | 80 |
|
|
2024
Q2 | $12.2M | Sell |
86,630
-5,965
| -6% | -$842K | 0.24% | 89 |
|
|
2024
Q1 | $11.6M | Buy |
92,595
+7,365
| +9% | +$925K | 0.26% | 91 |
|
|
2023
Q4 | $8.99M | Buy |
85,230
+14,710
| +21% | +$1.55M | 0.23% | 104 |
|
|
2023
Q3 | $7.47M | Buy |
70,520
+24,917
| +55% | +$2.64M | 0.23% | 106 |
|
|
2023
Q2 | $5.43M | Buy |
45,603
+10,214
| +29% | +$1.22M | 0.19% | 138 |
|
|
2023
Q1 | $3.29M | Buy |
35,389
+6,947
| +24% | +$646K | 0.13% | 176 |
|
|
2022
Q4 | $2.32M | Buy |
28,442
+2,321
| +9% | +$190K | 0.12% | 202 |
|
|
2022
Q3 | $1.6M | Buy |
26,121
+465
| +2% | +$28.4K | 0.09% | 250 |
|
|
2022
Q2 | $1.79M | Buy |
25,656
+415
| +2% | +$29K | 0.1% | 240 |
|
|
2022
Q1 | $2.09M | Buy |
25,241
+339
| +1% | +$28K | 0.1% | 208 |
|
|
2021
Q4 | $2.17M | Buy |
24,902
+2,795
| +13% | +$244K | 0.1% | 210 |
|
|
2021
Q3 | $1.93M | Buy |
22,107
+2,096
| +10% | +$183K | 0.11% | 206 |
|
|
2021
Q2 | $1.56M | Sell |
20,011
-184
| -0.9% | -$14.3K | 0.09% | 241 |
|
|
2021
Q1 | $1.42M | Buy |
20,195
+1,417
| +8% | +$99.4K | 0.1% | 225 |
|
|
2020
Q4 | $1.21M | Buy |
18,778
+42
| +0.2% | +$2.7K | 0.09% | 232 |
|
|
2020
Q3 | $1.12M | Buy |
+18,736
| New | +$1.12M | 0.1% | 213 |
|