Montecito Bank & Trust’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.65M | Buy |
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|
2025
Q1 | $1.36M | Buy |
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|
2024
Q4 | $1.37M | Sell |
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|
2024
Q3 | $1.42M | Buy |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $898K | Sell |
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|
2023
Q3 | $983K | Sell |
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|
2023
Q2 | $1.12M | Sell |
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|
2023
Q1 | $888K | Sell |
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|
2022
Q4 | $789K | Sell |
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|
2022
Q3 | $619K | Sell |
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|
2022
Q2 | $713K | Sell |
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|
2022
Q1 | $1.36M | Buy |
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|
2021
Q4 | $1.43M | Hold |
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|
2021
Q3 | $1.43M | Buy |
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|
2021
Q2 | $1.26M | Buy |
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|
2021
Q1 | $1.11M | Buy |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $555K | Hold |
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|
2020
Q2 | $514K | Hold |
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|
2020
Q1 | $450K | Buy |
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|
2019
Q4 | $485K | Buy |
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|
2019
Q3 | $495K | Hold |
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|
2019
Q2 | $513K | Hold |
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|
2019
Q1 | $483K | Sell |
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|
2018
Q4 | $418K | Sell |
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|
2018
Q3 | $502K | Buy |
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|
2018
Q2 | $425K | Buy |
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|
2018
Q1 | $405K | Sell |
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|
2017
Q4 | $481K | Sell |
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|
2017
Q3 | $495K | Sell |
|
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|
2017
Q2 | $524K | Sell |
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|
2017
Q1 | $495K | Buy |
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|
2016
Q4 | $421K | Sell |
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|
2016
Q3 | $590K | Buy |
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|
2016
Q2 | $599K | Buy |
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|
2016
Q1 | $315K | Sell |
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|
2015
Q4 | $302K | Sell |
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|
2015
Q3 | $299K | Sell |
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|
2015
Q2 | $517K | Hold |
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|
2015
Q1 | $517K | Sell |
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|
2014
Q4 | $545K | Buy |
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|
2014
Q3 | $456K | Sell |
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|
2014
Q2 | $563K | Buy |
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|
2014
Q1 | $553K | Buy |
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|
2013
Q4 | $507K | Buy |
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|
2013
Q3 | $383K | Sell |
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|
2013
Q2 | $377K | Buy |
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