LifePlan Financial Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $82K | Hold |
1,377
| – | – | 0.04% | 207 |
|
|
2020
Q2 | $76K | Hold |
1,377
| – | – | 0.03% | 205 |
|
|
2020
Q1 | $67K | Sell |
1,377
-700
| -34% | -$34.1K | 0.04% | 200 |
|
|
2019
Q4 | $110K | Buy |
2,077
+100
| +5% | +$5.3K | 0.05% | 175 |
|
|
2019
Q3 | $109K | Hold |
1,977
| – | – | 0.05% | 172 |
|
|
2019
Q2 | $113K | Hold |
1,977
| – | – | 0.05% | 168 |
|
|
2019
Q1 | $106K | Buy |
1,977
+217
| +12% | +$11.6K | 0.06% | 178 |
|
|
2018
Q4 | $79K | Hold |
1,760
| – | – | 0.05% | 193 |
|
|
2018
Q3 | $91K | Hold |
1,760
| – | – | 0.05% | 192 |
|
|
2018
Q2 | $78K | Hold |
1,760
| – | – | 0.04% | 195 |
|
|
2018
Q1 | $81K | Buy |
+1,760
| New | +$81K | 0.05% | 181 |
|
|
2014
Q2 | – | Sell |
-3,990
| Closed | -$163K | – | 165 |
|
|
2014
Q1 | $163K | Sell |
3,990
-337
| -8% | -$13.8K | 0.13% | 71 |
|
|
2013
Q4 | $166K | Hold |
4,327
| – | – | 0.11% | 68 |
|
|
2013
Q3 | $144K | Hold |
4,327
| – | – | 0.12% | 57 |
|
|
2013
Q2 | $133K | Buy |
+4,327
| New | +$133K | 0.15% | 47 |
|