Krilogy Financial’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
12,078
+1,952
| +19% | +$427K | 0.15% | 115 |
|
|
2025
Q1 | $1.42M | Buy |
+10,126
| New | +$1.42M | 0.09% | 152 |
|
|
2023
Q2 | – | Sell |
-4,047
| Closed | -$376K | – | 336 |
|
|
2023
Q1 | $376K | Buy |
4,047
+676
| +20% | +$62.8K | 0.03% | 306 |
|
|
2022
Q4 | $276K | Sell |
3,371
-98
| -3% | -$8.01K | 0.03% | 331 |
|
|
2022
Q3 | $212K | Buy |
3,469
+19
| +0.6% | +$1.16K | 0.03% | 292 |
|
|
2022
Q2 | $241K | Buy |
3,450
+1
| +0% | +$70 | 0.03% | 278 |
|
|
2022
Q1 | $285K | Buy |
3,449
+51
| +2% | +$4.21K | 0.03% | 256 |
|
|
2021
Q4 | $296K | Buy |
3,398
+111
| +3% | +$9.67K | 0.03% | 232 |
|
|
2021
Q3 | $286K | Sell |
3,287
-4
| -0.1% | -$348 | 0.03% | 229 |
|
|
2021
Q2 | $256K | Buy |
3,291
+80
| +2% | +$6.22K | 0.03% | 235 |
|
|
2021
Q1 | $225K | Sell |
3,211
-114
| -3% | -$7.99K | 0.02% | 242 |
|
|
2020
Q4 | $215K | Buy |
+3,325
| New | +$215K | 0.03% | 242 |
|
|
2020
Q1 | – | Sell |
-4,332
| Closed | -$230K | – | 210 |
|
|
2019
Q4 | $230K | Buy |
+4,332
| New | +$230K | 0.04% | 181 |
|
|
2018
Q4 | – | Sell |
-2,115
| Closed | -$109K | – | 513 |
|
|
2018
Q3 | $109K | Buy |
+2,115
| New | +$109K | 0.02% | 204 |
|
|
2018
Q2 | – | Sell |
-2,089
| Closed | -$96K | – | 505 |
|
|
2018
Q1 | $96K | Hold |
2,089
| – | – | 0.02% | 243 |
|
|
2017
Q4 | $99K | Buy |
2,089
+369
| +21% | +$17.5K | 0.02% | 232 |
|
|
2017
Q3 | $83K | Buy |
1,720
+38
| +2% | +$1.83K | 0.02% | 277 |
|
|
2017
Q2 | $84K | Buy |
1,682
+79
| +5% | +$3.95K | 0.02% | 240 |
|
|
2017
Q1 | $62K | Hold |
1,603
| – | – | 0.02% | 262 |
|
|
2016
Q4 | $62K | Hold |
1,603
| – | – | 0.02% | 262 |
|
|
2016
Q3 | $63K | Sell |
1,603
-29
| -2% | -$1.14K | 0.02% | 271 |
|
|
2016
Q2 | $67K | Buy |
1,632
+300
| +23% | +$12.3K | 0.02% | 257 |
|
|
2016
Q1 | $54K | Hold |
1,332
| – | – | 0.02% | 259 |
|
|
2015
Q4 | $49K | Sell |
1,332
-519
| -28% | -$19.1K | 0.05% | 136 |
|
|
2015
Q3 | $67K | Buy |
+1,851
| New | +$67K | 0.03% | 170 |
|