Key Financial Inc’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
7,818
+1,191
| +18% | +$260K | 0.34% | 56 |
|
|
2025
Q1 | $927K | Buy |
6,627
+111
| +2% | +$15.5K | 0.2% | 91 |
|
|
2024
Q4 | $1.09M | Sell |
6,516
-111
| -2% | -$18.5K | 0.25% | 75 |
|
|
2024
Q3 | $1.13M | Buy |
6,627
+27
| +0.4% | +$4.6K | 0.25% | 72 |
|
|
2024
Q2 | $932K | Buy |
6,600
+80
| +1% | +$11.3K | 0.22% | 78 |
|
|
2024
Q1 | $819K | Sell |
6,520
-396
| -6% | -$49.7K | 0.21% | 88 |
|
|
2023
Q4 | $729K | Buy |
6,916
+396
| +6% | +$41.8K | 0.2% | 93 |
|
|
2023
Q3 | $691K | Hold |
6,520
| – | – | 0.23% | 84 |
|
|
2023
Q2 | $776K | Buy |
6,520
+142
| +2% | +$16.9K | 0.26% | 76 |
|
|
2023
Q1 | $593K | Hold |
6,378
| – | – | 0.22% | 89 |
|
|
2022
Q4 | $390K | Hold |
6,378
| – | – | 0.18% | 106 |
|
|
2022
Q3 | $390K | Hold |
6,378
| – | – | 0.18% | 107 |
|
|
2022
Q2 | $452K | Hold |
6,378
| – | – | 0.24% | 77 |
|
|
2022
Q1 | $528K | Buy |
6,378
+555
| +10% | +$45.9K | 0.26% | 72 |
|
|
2021
Q4 | $508K | Hold |
5,823
| – | – | 0.25% | 74 |
|
|
2021
Q3 | $507K | Hold |
5,823
| – | – | 0.29% | 68 |
|
|
2021
Q2 | $507K | Sell |
5,823
-12
| -0.2% | -$1.05K | 0.28% | 72 |
|
|
2021
Q1 | $409K | Sell |
5,835
-129
| -2% | -$9.04K | 0.27% | 75 |
|
|
2020
Q4 | $386K | Buy |
5,964
+211
| +4% | +$13.7K | 0.29% | 69 |
|
|
2020
Q3 | $343K | Hold |
5,753
| – | – | 0.35% | 70 |
|
|
2020
Q2 | $315K | Hold |
5,753
| – | – | 0.36% | 71 |
|
|
2020
Q1 | $290K | Sell |
5,753
-1,000
| -15% | -$50.4K | 0.3% | 68 |
|
|
2019
Q4 | $358K | Buy |
+6,753
| New | +$358K | 0.34% | 67 |
|