Northeast Financial Consultants’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Hold |
5,355
| – | – | 0.05% | 148 |
|
|
2025
Q1 | $749K | Hold |
5,355
| – | – | 0.03% | 167 |
|
|
2024
Q4 | $892K | Buy |
5,355
+467
| +10% | +$77.8K | 0.04% | 163 |
|
|
2024
Q3 | $833K | Buy |
4,888
+79
| +2% | +$13.5K | 0.04% | 164 |
|
|
2024
Q2 | $679K | Buy |
4,809
+625
| +15% | +$88.3K | 0.03% | 167 |
|
|
2024
Q1 | $526K | Buy |
4,184
+300
| +8% | +$37.7K | 0.03% | 188 |
|
|
2023
Q4 | $409K | Buy |
3,884
+600
| +18% | +$63.3K | 0.02% | 204 |
|
|
2023
Q3 | $348K | Hold |
3,284
| – | – | 0.02% | 209 |
|
|
2023
Q2 | $391K | Sell |
3,284
-2,058
| -39% | -$245K | 0.02% | 202 |
|
|
2023
Q1 | $496K | Sell |
5,342
-1,993
| -27% | -$185K | 0.03% | 191 |
|
|
2022
Q4 | $600K | Buy |
7,335
+9
| +0.1% | +$736 | 0.04% | 168 |
|
|
2022
Q3 | $447K | Buy |
7,326
+83
| +1% | +$5.06K | 0.03% | 204 |
|
|
2022
Q2 | $506K | Buy |
7,243
+3,059
| +73% | +$214K | 0.04% | 190 |
|
|
2022
Q1 | $346K | Buy |
4,184
+900
| +27% | +$74.4K | 0.02% | 280 |
|
|
2021
Q4 | $286K | Hold |
3,284
| – | – | 0.02% | 288 |
|
|
2021
Q3 | $286K | Hold |
3,284
| – | – | 0.02% | 290 |
|
|
2021
Q2 | $256K | Hold |
3,284
| – | – | 0.02% | 305 |
|
|
2021
Q1 | $230K | Hold |
3,284
| – | – | 0.02% | 302 |
|
|
2020
Q4 | $212K | Buy |
+3,284
| New | +$212K | 0.02% | 298 |
|
|
2020
Q2 | – | Sell |
-5,397
| Closed | -$261K | – | 304 |
|
|
2020
Q1 | $261K | Buy |
5,397
+13
| +0.2% | +$629 | 0.03% | 214 |
|
|
2019
Q4 | $285K | Sell |
5,384
-2,236
| -29% | -$118K | 0.03% | 242 |
|
|
2019
Q3 | $419K | Hold |
7,620
| – | – | 0.04% | 198 |
|
|
2019
Q2 | $434K | Buy |
7,620
+100
| +1% | +$5.7K | 0.04% | 195 |
|
|
2019
Q1 | $404K | Buy |
+7,520
| New | +$404K | 0.04% | 199 |
|