Kistler-Tiffany Companies’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.38M | Buy |
11,548
+4,515
| +64% | +$538K | 0.22% | 89 |
|
|
2023
Q1 | $653K | Buy |
7,033
+427
| +6% | +$39.7K | 0.12% | 130 |
|
|
2022
Q4 | $540K | Buy |
6,606
+958
| +17% | +$78.3K | 0.11% | 139 |
|
|
2022
Q3 | $345K | Hold |
5,648
| – | – | 0.08% | 156 |
|
|
2022
Q2 | $395K | Sell |
5,648
-405
| -7% | -$28.3K | 0.09% | 148 |
|
|
2022
Q1 | $501K | Sell |
6,053
-105
| -2% | -$8.69K | 0.09% | 133 |
|
|
2021
Q4 | $537K | Sell |
6,158
-297
| -5% | -$25.9K | 0.1% | 113 |
|
|
2021
Q3 | $562K | Buy |
6,455
+223
| +4% | +$19.4K | 0.13% | 102 |
|
|
2021
Q2 | $485K | Buy |
6,232
+25
| +0.4% | +$1.95K | 0.11% | 117 |
|
|
2021
Q1 | $436K | Buy |
6,207
+247
| +4% | +$17.4K | 0.11% | 116 |
|
|
2020
Q4 | $386K | Hold |
5,960
| – | – | 0.11% | 117 |
|
|
2020
Q3 | $356K | Hold |
5,960
| – | – | 0.11% | 110 |
|
|
2020
Q2 | $329K | Hold |
5,960
| – | – | 0.12% | 105 |
|
|
2020
Q1 | $316K | Hold |
5,960
| – | – | 0.11% | 110 |
|
|
2019
Q4 | $316K | Sell |
5,960
-500
| -8% | -$26.5K | 0.11% | 113 |
|
|
2019
Q3 | $355K | Hold |
6,460
| – | – | 0.13% | 95 |
|
|
2019
Q2 | $368K | Sell |
6,460
-750
| -10% | -$42.7K | 0.14% | 92 |
|
|
2019
Q1 | $387K | Hold |
7,210
| – | – | 0.16% | 85 |
|
|
2018
Q4 | $326K | Hold |
7,210
| – | – | 0.15% | 89 |
|
|
2018
Q3 | $372K | Sell |
7,210
-198
| -3% | -$10.2K | 0.15% | 90 |
|
|
2018
Q2 | $326K | Sell |
7,408
-7
| -0.1% | -$308 | 0.14% | 94 |
|
|
2018
Q1 | $339K | Buy |
7,415
+823
| +12% | +$37.6K | 0.14% | 104 |
|
|
2017
Q4 | $312K | Buy |
6,592
+67
| +1% | +$3.17K | 0.12% | 112 |
|
|
2017
Q3 | $315K | Buy |
6,525
+150
| +2% | +$7.24K | 0.13% | 103 |
|
|
2017
Q2 | $320K | Hold |
6,375
| – | – | 0.15% | 96 |
|
|
2017
Q1 | $284K | Hold |
6,375
| – | – | 0.13% | 100 |
|
|
2016
Q4 | $245K | Hold |
6,375
| – | – | 0.12% | 107 |
|
|
2016
Q3 | $250K | Sell |
6,375
-475
| -7% | -$18.6K | 0.12% | 104 |
|
|
2016
Q2 | $280K | Hold |
6,850
| – | – | 0.14% | 97 |
|
|
2016
Q1 | $280K | Buy |
6,850
+150
| +2% | +$6.13K | 0.16% | 93 |
|
|
2015
Q4 | $245K | Sell |
6,700
-250
| -4% | -$9.14K | 0.13% | 103 |
|
|
2015
Q3 | $251K | Hold |
6,950
| – | – | 0.15% | 99 |
|
|
2015
Q2 | $280K | Sell |
6,950
-250
| -3% | -$10.1K | 0.17% | 92 |
|
|
2015
Q1 | $311K | Hold |
7,200
| – | – | 0.2% | 81 |
|
|
2014
Q4 | $324K | Hold |
7,200
| – | – | 0.21% | 80 |
|
|
2014
Q3 | $276K | Buy |
7,200
+350
| +5% | +$13.4K | 0.18% | 87 |
|
|
2014
Q2 | $278K | Hold |
6,850
| – | – | 0.2% | 82 |
|
|
2014
Q1 | $280K | Buy |
6,850
+950
| +16% | +$38.8K | 0.21% | 81 |
|
|
2013
Q4 | $226K | Hold |
5,900
| – | – | 0.17% | 91 |
|
|
2013
Q3 | $196K | Hold |
5,900
| – | – | 0.16% | 96 |
|
|
2013
Q2 | $181K | Buy |
+5,900
| New | +$181K | 0.16% | 98 |
|