Northstar Advisory Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Buy |
18,168
+828
| +5% | +$181K | 1.94% | 12 |
|
|
2025
Q1 | $2.42M | Sell |
17,340
-1,813
| -9% | -$253K | 1.58% | 21 |
|
|
2024
Q4 | $3.19M | Buy |
19,153
+406
| +2% | +$67.7K | 1.62% | 18 |
|
|
2024
Q3 | $3.19M | Buy |
18,747
+1,295
| +7% | +$221K | 1.66% | 15 |
|
|
2024
Q2 | $2.46M | Buy |
17,452
+1,034
| +6% | +$146K | 1.42% | 18 |
|
|
2024
Q1 | $1.91M | Buy |
16,418
+10,343
| +170% | +$1.21M | 1.16% | 29 |
|
|
2023
Q4 | $640K | Sell |
6,075
-7,099
| -54% | -$748K | 0.38% | 47 |
|
|
2023
Q3 | $1.4M | Buy |
13,174
+728
| +6% | +$77.1K | 1.02% | 25 |
|
|
2023
Q2 | $1.48M | Buy |
12,446
+4,791
| +63% | +$571K | 0.97% | 29 |
|
|
2023
Q1 | $711K | Buy |
7,655
+2,816
| +58% | +$262K | 0.53% | 41 |
|
|
2022
Q4 | $396K | Buy |
+4,839
| New | +$396K | 0.31% | 64 |
|
|
2022
Q2 | – | Sell |
-36,380
| Closed | -$3.01M | – | 96 |
|
|
2022
Q1 | $3.01M | Sell |
36,380
-2,742
| -7% | -$227K | 1.94% | 14 |
|
|
2021
Q4 | $3.41M | Buy |
+39,122
| New | +$3.41M | 2.02% | 14 |
|
|
2021
Q3 | – | Sell |
-18,267
| Closed | -$1.42M | – | 97 |
|
|
2021
Q2 | $1.42M | Buy |
18,267
+1,967
| +12% | +$153K | 0.89% | 35 |
|
|
2021
Q1 | $1.14M | Buy |
+16,300
| New | +$1.14M | 0.87% | 37 |
|