MPS Loria Financial Planners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Sell |
2,191
-93
| -4% | -$20.3K | 0.14% | 46 |
|
|
2025
Q1 | $319K | Buy |
2,284
+3
| +0.1% | +$420 | 0.09% | 59 |
|
|
2024
Q4 | $380K | Buy |
2,281
+3
| +0.1% | +$500 | 0.11% | 50 |
|
|
2024
Q3 | $388K | Buy |
2,278
+5
| +0.2% | +$852 | 0.12% | 52 |
|
|
2024
Q2 | $321K | Buy |
2,273
+5
| +0.2% | +$706 | 0.1% | 60 |
|
|
2024
Q1 | $285K | Buy |
2,268
+5
| +0.2% | +$628 | 0.1% | 65 |
|
|
2023
Q4 | $239K | Buy |
2,263
+6
| +0.3% | +$633 | 0.08% | 76 |
|
|
2023
Q3 | $239K | Buy |
2,257
+5
| +0.2% | +$530 | 0.09% | 70 |
|
|
2023
Q2 | $268K | Buy |
2,252
+6
| +0.3% | +$715 | 0.1% | 66 |
|
|
2023
Q1 | $209K | Buy |
+2,246
| New | +$209K | 0.08% | 71 |
|
|
2022
Q3 | – | Sell |
-6,515
| Closed | -$455K | – | 73 |
|
|
2022
Q2 | $455K | Buy |
6,515
+3,094
| +90% | +$216K | 0.21% | 41 |
|
|
2022
Q1 | $283K | Buy |
3,421
+6
| +0.2% | +$496 | 0.12% | 62 |
|
|
2021
Q4 | $297K | Buy |
3,415
+105
| +3% | +$9.13K | 0.12% | 62 |
|
|
2021
Q3 | $288K | Buy |
3,310
+5
| +0.2% | +$435 | 0.13% | 61 |
|
|
2021
Q2 | $257K | Buy |
3,305
+507
| +18% | +$39.4K | 0.12% | 68 |
|
|
2021
Q1 | $196K | Buy |
2,798
+6
| +0.2% | +$420 | 0.09% | 81 |
|
|
2020
Q4 | $178K | Buy |
2,792
+245
| +10% | +$15.6K | 0.08% | 80 |
|
|
2020
Q3 | $152K | Buy |
2,547
+7
| +0.3% | +$418 | 0.08% | 76 |
|
|
2020
Q2 | $140K | Buy |
+2,540
| New | +$140K | 0.08% | 84 |
|
|
2019
Q3 | – | Sell |
-3,656
| Closed | -$208K | – | 71 |
|
|
2019
Q2 | $208K | Sell |
3,656
-100
| -3% | -$5.69K | 0.13% | 68 |
|
|
2019
Q1 | $202K | Buy |
+3,756
| New | +$202K | 0.13% | 70 |
|
|
2017
Q3 | – | Sell |
-3,693
| Closed | -$180K | – | 262 |
|
|
2017
Q2 | $180K | Buy |
+3,693
| New | +$180K | 0.12% | 76 |
|