Landmark Financial Advisors’s Oracle ORCL Stock Holding History

Landmark Financial Advisors’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$1.16M	Buy	11,010 +51	+0.5%	+$5.38K	0.42%	34
2023 Q3	$1.16M	Sell	10,959 -420	-4%	-$44.5K	0.47%	34
2023 Q2	$1.36M	Buy	11,379 +2	+0%	+$238	0.56%	34
2023 Q1	$1.06M	Buy	11,377 +457	+4%	+$42.5K	0.46%	37
2022 Q4	$893K	Sell	10,920 -296	-3%	-$24.2K	0.41%	37
2022 Q3	$685K	Hold	11,216	–	–	0.36%	40
2022 Q2	$784K	Sell	11,216 -272	-2%	-$19K	0.39%	36
2022 Q1	$884K	Buy	11,488 +308	+3%	+$23.7K	0.42%	31
2021 Q4	$975K	Buy	11,180 +1,473	+15%	+$128K	0.43%	35
2021 Q3	$681K	Sell	9,707 -96	-1%	-$6.74K	0.37%	36
2021 Q2	$763K	Buy	9,803 +96	+1%	+$7.47K	0.36%	36
2021 Q1	$681K	Buy	9,707 +206	+2%	+$14.5K	0.37%	36
2020 Q4	$599K	Sell	9,501 -100	-1%	-$6.31K	0.34%	36
2020 Q3	$572K	Sell	9,601 -610	-6%	-$36.3K	0.36%	36
2020 Q2	$578K	Buy	10,211 +18	+0.2%	+$1.02K	0.38%	35
2020 Q1	$550K	Buy	10,193 +200	+2%	+$10.8K	0.38%	33
2019 Q4	$549K	Buy	9,993 +380	+4%	+$20.9K	0.32%	34
2019 Q3	$529K	Hold	9,613	–	–	0.33%	32
2019 Q2	$547K	Hold	9,613	–	–	0.33%	32
2019 Q1	$516K	Hold	9,613	–	–	0.34%	33
2018 Q4	$434K	Buy	9,613 +200	+2%	+$9.03K	0.28%	37
2018 Q3	$485K	Sell	9,413 -74	-0.8%	-$3.81K	0.29%	36
2018 Q2	$417K	Buy	9,487 +74	+0.8%	+$3.25K	0.26%	36
2018 Q1	$431K	Hold	9,413	–	–	0.27%	36
2017 Q4	$445K	Hold	9,413	–	–	0.28%	37
2017 Q3	$455K	Hold	9,413	–	–	0.31%	35
2017 Q2	$471K	Hold	9,413	–	–	0.34%	33
2017 Q1	$420K	Hold	9,413	–	–	0.31%	34
2016 Q4	$362K	Hold	9,413	–	–	0.29%	38
2016 Q3	$370K	Sell	9,413 -145	-2%	-$5.7K	0.31%	39
2016 Q2	$391K	Hold	9,558	–	–	0.37%	37
2016 Q1	$391K	Buy	9,558 +300	+3%	+$12.3K	0.4%	34
2015 Q4	$338K	Hold	9,258	–	–	0.36%	32
2015 Q3	$334K	Hold	9,258	–	–	0.37%	29
2015 Q2	$373K	Hold	9,258	–	–	0.39%	32
2015 Q1	$399K	Sell	9,258 -117	-1%	-$5.04K	0.42%	30
2014 Q4	$425K	Buy	+9,375	New	+$425K	0.44%	30