Mayflower Financial Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.57M | Sell |
7,173
-295
| -4% | -$64.5K | 0.22% | 109 |
|
2025
Q1 | $1.04M | Sell |
7,468
-42
| -0.6% | -$5.87K | 0.16% | 136 |
|
2024
Q4 | $1.25M | Sell |
7,510
-37
| -0.5% | -$6.17K | 0.19% | 115 |
|
2024
Q3 | $1.29M | Hold |
7,547
| – | – | 0.19% | 114 |
|
2024
Q2 | $1.07M | Buy |
7,547
+157
| +2% | +$22.2K | 0.18% | 122 |
|
2024
Q1 | $928K | Buy |
7,390
+29
| +0.4% | +$3.64K | 0.16% | 135 |
|
2023
Q4 | $776K | Buy |
7,361
+69
| +0.9% | +$7.27K | 0.11% | 155 |
|
2023
Q3 | $772K | Buy |
7,292
+21
| +0.3% | +$2.22K | 0.12% | 142 |
|
2023
Q2 | $866K | Sell |
7,271
-396
| -5% | -$47.2K | 0.11% | 144 |
|
2023
Q1 | $712K | Buy |
7,667
+117
| +2% | +$10.9K | 0.09% | 158 |
|
2022
Q4 | $617K | Buy |
7,550
+32
| +0.4% | +$2.62K | 0.09% | 167 |
|
2022
Q3 | $459K | Buy |
7,518
+287
| +4% | +$17.5K | 0.07% | 200 |
|
2022
Q2 | $505K | Buy |
7,231
+37
| +0.5% | +$2.58K | 0.08% | 187 |
|
2022
Q1 | $595K | Buy |
7,194
+42
| +0.6% | +$3.47K | 0.08% | 178 |
|
2021
Q4 | $624K | Buy |
7,152
+437
| +7% | +$38.1K | 0.08% | 168 |
|
2021
Q3 | $652K | Buy |
6,715
+253
| +4% | +$24.6K | 0.09% | 158 |
|
2021
Q2 | $503K | Buy |
6,462
+34
| +0.5% | +$2.65K | 0.07% | 170 |
|
2021
Q1 | $451K | Hold |
6,428
| – | – | 0.07% | 176 |
|
2020
Q4 | $416K | Buy |
+6,428
| New | +$416K | 0.07% | 162 |
|