Landmark Financial Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.16M | Buy |
11,010
+51
| +0.5% | +$5.57K | 0.42% | 34 |
|
|
2023
Q3 | $1.16M | Sell |
10,959
-420
| -4% | -$48.6K | 0.47% | 34 |
|
|
2023
Q2 | $1.36M | Buy |
11,379
+2
| +0% | +$207 | 0.56% | 34 |
|
|
2023
Q1 | $1.06M | Buy |
11,377
+457
| +4% | +$40.1K | 0.46% | 37 |
|
|
2022
Q4 | $893K | Sell |
10,920
-296
| -3% | -$22.5K | 0.41% | 37 |
|
|
2022
Q3 | $685K | Hold |
11,216
| – | – | 0.36% | 40 |
|
|
2022
Q2 | $784K | Sell |
11,216
-272
| -2% | -$19.9K | 0.39% | 36 |
|
|
2022
Q1 | $884K | Buy |
11,488
+308
| +3% | +$24.9K | 0.42% | 31 |
|
|
2021
Q4 | $975K | Buy |
11,180
+1,473
| +15% | +$138K | 0.43% | 35 |
|
|
2021
Q3 | $681K | Sell |
9,707
-96
| -1% | -$8.48K | 0.37% | 36 |
|
|
2021
Q2 | $763K | Buy |
9,803
+96
| +1% | +$7.51K | 0.36% | 36 |
|
|
2021
Q1 | $681K | Buy |
9,707
+206
| +2% | +$13.3K | 0.37% | 36 |
|
|
2020
Q4 | $599K | Sell |
9,501
-100
| -1% | -$5.95K | 0.34% | 36 |
|
|
2020
Q3 | $572K | Sell |
9,601
-610
| -6% | -$34.7K | 0.36% | 36 |
|
|
2020
Q2 | $578K | Buy |
10,211
+18
| +0.2% | +$954 | 0.38% | 35 |
|
|
2020
Q1 | $550K | Buy |
10,193
+200
| +2% | +$10.3K | 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% | +$9.58K | 0.28% | 37 |
|
|
2018
Q3 | $485K | Sell |
9,413
-74
| -0.8% | -$3.6K | 0.29% | 36 |
|
|
2018
Q2 | $417K | Buy |
9,487
+74
| +0.8% | +$3.41K | 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% | -$5.91K | 0.31% | 39 |
|
|
2016
Q2 | $391K | Hold |
9,558
| – | – | 0.37% | 37 |
|
|
2016
Q1 | $391K | Buy |
9,558
+300
| +3% | +$11.1K | 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% | -$5.07K | 0.42% | 30 |
|
|
2014
Q4 | $425K | Buy |
+9,375
| New | +$382K | 0.44% | 30 |
|
Other funds holding ORCL
Landmark Financial Advisors's ORCL Position: Q4 2023 in Review
Landmark Financial Advisors increased its Oracle (ORCL) stake by 0.47% in Q4 2023, buying an estimated $5.57K and bringing the position to 11,010 shares worth $1.16M. The position accounts for 0.42% of the portfolio, ranked #34.
Landmark Financial Advisors first reported a position in ORCL in Q4 2014 and has held it in 37 quarters since. The position peaked at $1.36M in Q2 2023. 2,698 funds tracked by Wall St. Rank hold ORCL as of Q4 2023.
- Landmark Financial Advisors held 11,010 shares of Oracle worth $1.16M as of Q4 2023.
- Landmark Financial Advisors bought 51 Oracle shares in Q4 2023, an estimated $5.57K.
- Oracle made up 0.42% of Landmark Financial Advisors's portfolio in Q4 2023, its #34 holding.
- Landmark Financial Advisors first reported a position in Oracle in Q4 2014 and has held it in 37 quarters since.
- Landmark Financial Advisors's Oracle position peaked at $1.36M in Q2 2023.
- 2,698 funds tracked by Wall St. Rank held Oracle as of Q4 2023.
Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.