NewSquare Capital’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $935K | Buy |
4,278
+1,741
| +69% | +$381K | 0.07% | 128 |
|
|
2025
Q1 | $355K | Buy |
2,537
+2,411
| +1,913% | +$337K | 0.03% | 154 |
|
|
2024
Q4 | $21K | Buy |
+126
| New | +$21K | ﹤0.01% | 228 |
|
|
2024
Q3 | – | Sell |
-125
| Closed | -$17.7K | – | 382 |
|
|
2024
Q2 | $17.7K | Sell |
125
-75
| -38% | -$10.6K | ﹤0.01% | 202 |
|
|
2024
Q1 | $25.1K | Hold |
200
| – | – | ﹤0.01% | 204 |
|
|
2023
Q4 | $21.1K | Sell |
200
-4,914
| -96% | -$518K | ﹤0.01% | 225 |
|
|
2023
Q3 | $542K | Buy |
5,114
+5,084
| +16,947% | +$538K | 0.06% | 137 |
|
|
2023
Q2 | $3.57K | Sell |
30
-253
| -89% | -$30.1K | ﹤0.01% | 456 |
|
|
2023
Q1 | $26.3K | Buy |
283
+253
| +843% | +$23.5K | ﹤0.01% | 245 |
|
|
2022
Q4 | $2.45K | Sell |
30
-208
| -87% | -$17K | ﹤0.01% | 460 |
|
|
2022
Q3 | $15K | Buy |
238
+38
| +19% | +$2.4K | ﹤0.01% | 235 |
|
|
2022
Q2 | $14K | Hold |
200
| – | – | ﹤0.01% | 237 |
|
|
2022
Q1 | $17K | Sell |
200
-109
| -35% | -$9.27K | ﹤0.01% | 243 |
|
|
2021
Q4 | $27K | Hold |
309
| – | – | ﹤0.01% | 224 |
|
|
2021
Q3 | $27K | Buy |
309
+200
| +183% | +$17.5K | ﹤0.01% | 220 |
|
|
2021
Q2 | $8K | Hold |
109
| – | – | ﹤0.01% | 277 |
|
|
2021
Q1 | $8K | Hold |
109
| – | – | ﹤0.01% | 260 |
|
|
2020
Q4 | $7K | Buy |
109
+93
| +581% | +$5.97K | ﹤0.01% | 266 |
|
|
2020
Q3 | $1K | Sell |
16
-46
| -74% | -$2.88K | ﹤0.01% | 317 |
|
|
2020
Q2 | $3K | Sell |
62
-154
| -71% | -$7.45K | ﹤0.01% | 295 |
|
|
2020
Q1 | $10K | Buy |
216
+200
| +1,250% | +$9.26K | ﹤0.01% | 239 |
|
|
2019
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 296 |
|
|
2019
Q3 | $1K | Sell |
16
-150
| -90% | -$9.38K | ﹤0.01% | 268 |
|
|
2019
Q2 | $9K | Hold |
166
| – | – | ﹤0.01% | 257 |
|
|
2019
Q1 | $9K | Hold |
166
| – | – | ﹤0.01% | 251 |
|
|
2018
Q4 | $7K | Hold |
166
| – | – | ﹤0.01% | 250 |
|
|
2018
Q3 | $9K | Buy |
166
+16
| +11% | +$867 | ﹤0.01% | 249 |
|
|
2018
Q2 | $7K | Hold |
150
| – | – | ﹤0.01% | 249 |
|
|
2018
Q1 | $7K | Hold |
150
| – | – | ﹤0.01% | 247 |
|
|
2017
Q4 | $7K | Sell |
150
-50
| -25% | -$2.33K | ﹤0.01% | 247 |
|
|
2017
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 214 |
|
|
2017
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 197 |
|
|
2017
Q1 | $9K | Sell |
200
-566
| -74% | -$25.5K | ﹤0.01% | 212 |
|
|
2016
Q4 | $29K | Buy |
766
+196
| +34% | +$7.42K | 0.01% | 165 |
|
|
2016
Q3 | $22K | Hold |
570
| – | – | 0.01% | 203 |
|
|
2016
Q2 | $23K | Sell |
570
-93
| -14% | -$3.75K | 0.01% | 205 |
|
|
2016
Q1 | $27K | Buy |
663
+420
| +173% | +$17.1K | 0.01% | 201 |
|
|
2015
Q4 | $9K | Sell |
243
-1,217
| -83% | -$45.1K | ﹤0.01% | 235 |
|
|
2015
Q3 | $53K | Hold |
1,460
| – | – | 0.02% | 138 |
|
|
2015
Q2 | $59K | Buy |
1,460
+200
| +16% | +$8.08K | 0.02% | 144 |
|
|
2015
Q1 | $54K | Hold |
1,260
| – | – | 0.02% | 138 |
|
|
2014
Q4 | $57K | Hold |
1,260
| – | – | 0.02% | 148 |
|
|
2014
Q3 | $48K | Hold |
1,260
| – | – | 0.02% | 163 |
|
|
2014
Q2 | $51K | Hold |
1,260
| – | – | 0.02% | 153 |
|
|
2014
Q1 | $52K | Hold |
1,260
| – | – | 0.02% | 138 |
|
|
2013
Q4 | $48K | Hold |
1,260
| – | – | 0.02% | 122 |
|
|
2013
Q3 | $42K | Hold |
1,260
| – | – | 0.02% | 118 |
|
|
2013
Q2 | $39K | Buy |
+1,260
| New | +$39K | 0.02% | 123 |
|