Okabena Investment Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-610
| Closed | -$64.6K | – | 132 |
|
|
2023
Q3 | $64.6K | Hold |
610
| – | – | 0.05% | 66 |
|
|
2023
Q2 | $72.6K | Hold |
610
| – | – | 0.05% | 65 |
|
|
2023
Q1 | $56.7K | Hold |
610
| – | – | 0.04% | 72 |
|
|
2022
Q4 | $49.9K | Hold |
610
| – | – | 0.03% | 98 |
|
|
2022
Q3 | $37K | Hold |
610
| – | – | 0.02% | 142 |
|
|
2022
Q2 | $43K | Hold |
610
| – | – | 0.02% | 140 |
|
|
2022
Q1 | $50K | Hold |
610
| – | – | 0.02% | 143 |
|
|
2021
Q4 | $53K | Hold |
610
| – | – | 0.02% | 152 |
|
|
2021
Q3 | $53K | Hold |
610
| – | – | 0.03% | 94 |
|
|
2021
Q2 | $47K | Hold |
610
| – | – | 0.02% | 88 |
|
|
2021
Q1 | $43K | Hold |
610
| – | – | 0.02% | 66 |
|
|
2020
Q4 | $39K | Hold |
610
| – | – | 0.02% | 65 |
|
|
2020
Q3 | $36K | Hold |
610
| – | – | 0.03% | 69 |
|
|
2020
Q2 | $34K | Buy |
+610
| New | +$34K | 0.03% | 65 |
|