Laurel Wealth Advisors (North Carolina)’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.91M | Buy |
1,729,145
+1,721,042
| +21,240% | +$7.87M | 0.11% | 123 |
|
|
2025
Q1 | $1.13M | Buy |
8,103
+4
| +0% | +$559 | 0.18% | 103 |
|
|
2024
Q4 | $1.35M | Sell |
8,099
-564
| -7% | -$94K | 0.21% | 94 |
|
|
2024
Q3 | $1.48M | Hold |
8,663
| – | – | 0.24% | 92 |
|
|
2024
Q2 | $1.22M | Hold |
8,663
| – | – | 0.21% | 96 |
|
|
2024
Q1 | $1.09M | Buy |
8,663
+69
| +0.8% | +$8.67K | 0.19% | 102 |
|
|
2023
Q4 | $906K | Hold |
8,594
| – | – | 0.17% | 103 |
|
|
2023
Q3 | $910K | Sell |
8,594
-630
| -7% | -$66.7K | 0.19% | 99 |
|
|
2023
Q2 | $1.1M | Hold |
9,224
| – | – | 0.22% | 88 |
|
|
2023
Q1 | $857K | Buy |
9,224
+363
| +4% | +$33.7K | 0.18% | 99 |
|
|
2022
Q4 | $724K | Sell |
8,861
-22
| -0.2% | -$1.8K | 0.16% | 103 |
|
|
2022
Q3 | $542K | Sell |
8,883
-28
| -0.3% | -$1.71K | 0.14% | 109 |
|
|
2022
Q2 | $623K | Hold |
8,911
| – | – | 0.15% | 103 |
|
|
2022
Q1 | $737K | Sell |
8,911
-1,070
| -11% | -$88.5K | 0.15% | 108 |
|
|
2021
Q4 | $870K | Sell |
9,981
-400
| -4% | -$34.9K | 0.18% | 100 |
|
|
2021
Q3 | $904K | Sell |
10,381
-2,040
| -16% | -$178K | 0.2% | 94 |
|
|
2021
Q2 | $967K | Sell |
12,421
-850
| -6% | -$66.2K | 0.21% | 93 |
|
|
2021
Q1 | $931K | Sell |
13,271
-1,650
| -11% | -$116K | 0.23% | 86 |
|
|
2020
Q4 | $965K | Sell |
14,921
-1,075
| -7% | -$69.5K | 0.25% | 81 |
|
|
2020
Q3 | $955K | Sell |
15,996
-720
| -4% | -$43K | 0.29% | 76 |
|
|
2020
Q2 | $924K | Sell |
16,716
-240
| -1% | -$13.3K | 0.3% | 74 |
|
|
2020
Q1 | $819K | Sell |
16,956
-908
| -5% | -$43.9K | 0.31% | 74 |
|
|
2019
Q4 | $946K | Sell |
17,864
-200
| -1% | -$10.6K | 0.3% | 71 |
|
|
2019
Q3 | $994K | Buy |
18,064
+400
| +2% | +$22K | 0.34% | 70 |
|
|
2019
Q2 | $1.01M | Buy |
17,664
+400
| +2% | +$22.8K | 0.35% | 69 |
|
|
2019
Q1 | $927K | Sell |
17,264
-1,820
| -10% | -$97.7K | 0.34% | 70 |
|
|
2018
Q4 | $862K | Buy |
+19,084
| New | +$862K | 0.35% | 71 |
|