Narwhal 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 | $5.89M | Buy |
26,929
+4,966
| +23% | +$1.09M | 0.47% | 52 |
|
|
2025
Q1 | $3.07M | Buy |
21,963
+15,354
| +232% | +$2.15M | 0.27% | 72 |
|
|
2024
Q4 | $1.1M | Sell |
6,609
-935
| -12% | -$156K | 0.1% | 97 |
|
|
2024
Q3 | $1.29M | Buy |
7,544
+3,504
| +87% | +$597K | 0.12% | 92 |
|
|
2024
Q2 | $570K | Buy |
4,040
+1,657
| +70% | +$234K | 0.05% | 123 |
|
|
2024
Q1 | $299K | Buy |
+2,383
| New | +$299K | 0.03% | 141 |
|
|
2023
Q4 | – | Sell |
-2,129
| Closed | -$226K | – | 170 |
|
|
2023
Q3 | $226K | Sell |
2,129
-2,202
| -51% | -$233K | 0.03% | 151 |
|
|
2023
Q2 | $516K | Buy |
4,331
+71
| +2% | +$8.46K | 0.06% | 126 |
|
|
2023
Q1 | $396K | Buy |
4,260
+99
| +2% | +$9.2K | 0.05% | 132 |
|
|
2022
Q4 | $340K | Sell |
4,161
-273
| -6% | -$22.3K | 0.05% | 133 |
|
|
2022
Q3 | $271K | Sell |
4,434
-2,993
| -40% | -$183K | 0.04% | 130 |
|
|
2022
Q2 | $519K | Sell |
7,427
-386
| -5% | -$27K | 0.07% | 108 |
|
|
2022
Q1 | $646K | Buy |
7,813
+1,431
| +22% | +$118K | 0.08% | 106 |
|
|
2021
Q4 | $557K | Sell |
6,382
-147
| -2% | -$12.8K | 0.06% | 112 |
|
|
2021
Q3 | $569K | Sell |
6,529
-320
| -5% | -$27.9K | 0.07% | 107 |
|
|
2021
Q2 | $533K | Sell |
6,849
-2,695
| -28% | -$210K | 0.07% | 113 |
|
|
2021
Q1 | $670K | Sell |
9,544
-4,346
| -31% | -$305K | 0.09% | 103 |
|
|
2020
Q4 | $899K | Buy |
13,890
+2,437
| +21% | +$158K | 0.13% | 95 |
|
|
2020
Q3 | $684K | Sell |
11,453
-23,754
| -67% | -$1.42M | 0.11% | 93 |
|
|
2020
Q2 | $1.95M | Buy |
35,207
+4,743
| +16% | +$262K | 0.34% | 64 |
|
|
2020
Q1 | $1.47M | Buy |
30,464
+12,948
| +74% | +$626K | 0.32% | 67 |
|
|
2019
Q4 | $928K | Sell |
17,516
-7,711
| -31% | -$409K | 0.17% | 91 |
|
|
2019
Q3 | $1.39M | Sell |
25,227
-3,914
| -13% | -$215K | 0.28% | 74 |
|
|
2019
Q2 | $1.66M | Sell |
29,141
-7,672
| -21% | -$437K | 0.34% | 74 |
|
|
2019
Q1 | $1.98M | Hold |
36,813
| – | – | 0.43% | 66 |
|
|
2018
Q4 | $1.66M | Sell |
36,813
-30,200
| -45% | -$1.36M | 0.41% | 71 |
|
|
2018
Q3 | $3.46M | Sell |
67,013
-30,210
| -31% | -$1.56M | 0.76% | 41 |
|
|
2018
Q2 | $4.28M | Sell |
97,223
-2,360
| -2% | -$104K | 1% | 32 |
|
|
2018
Q1 | $4.56M | Buy |
99,583
+10,733
| +12% | +$491K | 1.06% | 29 |
|
|
2017
Q4 | $4.2M | Buy |
88,850
+27,910
| +46% | +$1.32M | 0.97% | 35 |
|
|
2017
Q3 | $2.95M | Buy |
60,940
+45,975
| +307% | +$2.22M | 0.73% | 48 |
|
|
2017
Q2 | $750K | Buy |
14,965
+2,700
| +22% | +$135K | 0.19% | 101 |
|
|
2017
Q1 | $547K | Buy |
12,265
+500
| +4% | +$22.3K | 0.15% | 113 |
|
|
2016
Q4 | $452K | Buy |
+11,765
| New | +$452K | 0.14% | 113 |
|
|
2014
Q1 | – | Sell |
-49,150
| Closed | -$1.88M | – | 139 |
|
|
2013
Q4 | $1.88M | Buy |
49,150
+13,000
| +36% | +$497K | 0.77% | 44 |
|
|
2013
Q3 | $1.2M | Buy |
+36,150
| New | +$1.2M | 0.57% | 69 |
|