Kings Point Capital Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $97K | Buy |
1,177
+127
| +12% | +$10.5K | 0.01% | 275 |
|
|
2021
Q4 | $92K | Sell |
1,050
-7
| -0.7% | -$613 | 0.01% | 297 |
|
|
2021
Q3 | $92K | Sell |
1,057
-60
| -5% | -$5.22K | 0.01% | 280 |
|
|
2021
Q2 | $87K | Buy |
1,117
+57
| +5% | +$4.44K | 0.01% | 282 |
|
|
2021
Q1 | $74K | Sell |
1,060
-3
| -0.3% | -$209 | 0.01% | 284 |
|
|
2020
Q4 | $69K | Hold |
1,063
| – | – | 0.01% | 284 |
|
|
2020
Q3 | $63K | Sell |
1,063
-550
| -34% | -$32.6K | 0.01% | 292 |
|
|
2020
Q2 | $89K | Sell |
1,613
-385
| -19% | -$21.2K | 0.01% | 225 |
|
|
2020
Q1 | $97K | Sell |
1,998
-799
| -29% | -$38.8K | 0.02% | 214 |
|
|
2019
Q4 | $148K | Buy |
2,797
+448
| +19% | +$23.7K | 0.02% | 202 |
|
|
2019
Q3 | $129K | Buy |
+2,349
| New | +$129K | 0.02% | 196 |
|
|
2014
Q3 | – | Sell |
-564
| Closed | -$23K | – | 324 |
|
|
2014
Q2 | $23K | Buy |
+564
| New | +$23K | 0.01% | 240 |
|