Kestra Private Wealth Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.2M | Buy |
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|
2025
Q1 | $12.9M | Buy |
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|
2024
Q4 | $13.6M | Sell |
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|
2024
Q3 | $14.7M | Sell |
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|
2024
Q2 | $12.2M | Sell |
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|
2024
Q1 | $11.6M | Buy |
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|
2023
Q4 | $8.99M | Buy |
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|
2023
Q3 | $7.47M | Buy |
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|
2023
Q2 | $5.43M | Buy |
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|
2023
Q1 | $3.29M | Buy |
|
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|
2022
Q4 | $2.32M | Buy |
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|
2022
Q3 | $1.59M | Buy |
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|
2022
Q2 | $1.79M | Buy |
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|
2022
Q1 | $2.09M | Buy |
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|
2021
Q4 | $2.17M | Buy |
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|
2021
Q3 | $1.93M | Buy |
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|
2021
Q2 | $1.56M | Sell |
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|
2021
Q1 | $1.42M | Buy |
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|
2020
Q4 | $1.21M | Buy |
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|
2020
Q3 | $1.12M | Buy |
|