Laurel Wealth Advisors (California)’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.51M | Sell |
18,496
-84
| -0.5% | -$6.87K | 0.15% | 156 |
|
|
2022
Q3 | $1.14M | Buy |
18,580
+32
| +0.2% | +$1.96K | 0.12% | 187 |
|
|
2022
Q2 | $1.3M | Sell |
18,548
-143
| -0.8% | -$9.99K | 0.13% | 173 |
|
|
2022
Q1 | $1.55M | Sell |
18,691
-1,267
| -6% | -$105K | 0.13% | 172 |
|
|
2021
Q4 | $1.74M | Buy |
19,958
+16,640
| +502% | +$1.45M | 0.13% | 153 |
|
|
2021
Q3 | $289K | Sell |
3,318
-486
| -13% | -$42.3K | 0.05% | 346 |
|
|
2021
Q2 | $296K | Buy |
3,804
+356
| +10% | +$27.7K | 0.04% | 402 |
|
|
2021
Q1 | $242K | Buy |
+3,448
| New | +$242K | 0.04% | 402 |
|
|
2020
Q4 | – | Sell |
-4,113
| Closed | -$245K | – | 431 |
|
|
2020
Q3 | $245K | Buy |
+4,113
| New | +$245K | 0.04% | 342 |
|
|
2019
Q4 | – | Sell |
-8,771
| Closed | -$483K | – | 466 |
|
|
2019
Q3 | $483K | Buy |
+8,771
| New | +$483K | 0.08% | 255 |
|
|
2018
Q4 | – | Sell |
-4,247
| Closed | -$219K | – | 383 |
|
|
2018
Q3 | $219K | Sell |
4,247
-1,029
| -20% | -$53.1K | 0.05% | 345 |
|
|
2018
Q2 | $232K | Sell |
5,276
-53
| -1% | -$2.33K | 0.06% | 327 |
|
|
2018
Q1 | $243K | Buy |
+5,329
| New | +$243K | 0.08% | 283 |
|
|
2017
Q3 | – | Sell |
-4,129
| Closed | -$207K | – | 322 |
|
|
2017
Q2 | $207K | Buy |
+4,129
| New | +$207K | 0.07% | 271 |
|
|
2016
Q2 | – | Sell |
-13,775
| Closed | -$564K | – | 284 |
|
|
2016
Q1 | $564K | Sell |
13,775
-599
| -4% | -$24.5K | 0.28% | 90 |
|
|
2015
Q4 | $525K | Buy |
+14,374
| New | +$525K | 0.27% | 102 |
|