McElhenny Sheffield Capital Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Buy |
+1,352
| New | +$296K | 0.08% | 83 |
|
|
2025
Q1 | – | Sell |
-1,442
| Closed | -$240K | – | 112 |
|
|
2024
Q4 | $240K | Buy |
1,442
+34
| +2% | +$5.67K | 0.08% | 91 |
|
|
2024
Q3 | $240K | Buy |
+1,408
| New | +$240K | 0.08% | 93 |
|
|
2023
Q1 | – | Sell |
-1,569
| Closed | -$130K | – | 445 |
|
|
2022
Q4 | $130K | Buy |
+1,569
| New | +$130K | 0.06% | 108 |
|
|
2021
Q4 | – | Sell |
-2,569
| Closed | -$224K | – | 134 |
|
|
2021
Q3 | $224K | Buy |
+2,569
| New | +$224K | 0.1% | 110 |
|