OneDigital Investment Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.38M | Sell |
38,350
-1,039
| -3% | -$227K | 0.09% | 180 |
|
|
2025
Q1 | $5.51M | Sell |
39,389
-3,309
| -8% | -$463K | 0.07% | 216 |
|
|
2024
Q4 | $7.12M | Sell |
42,698
-3,725
| -8% | -$621K | 0.08% | 191 |
|
|
2024
Q3 | $7.91M | Buy |
46,423
+518
| +1% | +$88.3K | 0.09% | 178 |
|
|
2024
Q2 | $6.48M | Buy |
45,905
+20,799
| +83% | +$2.94M | 0.08% | 193 |
|
|
2024
Q1 | $3.15M | Buy |
25,106
+36
| +0.1% | +$4.52K | 0.05% | 253 |
|
|
2023
Q4 | $2.64M | Buy |
25,070
+8,463
| +51% | +$892K | 0.05% | 264 |
|
|
2023
Q3 | $1.76M | Sell |
16,607
-5,540
| -25% | -$587K | 0.04% | 303 |
|
|
2023
Q2 | $2.64M | Buy |
22,147
+3,994
| +22% | +$476K | 0.06% | 227 |
|
|
2023
Q1 | $1.69M | Buy |
18,153
+4,606
| +34% | +$428K | 0.04% | 300 |
|
|
2022
Q4 | $1.11M | Buy |
13,547
+189
| +1% | +$15.4K | 0.03% | 332 |
|
|
2022
Q3 | $816K | Buy |
13,358
+681
| +5% | +$41.6K | 0.03% | 344 |
|
|
2022
Q2 | $886K | Sell |
12,677
-644
| -5% | -$45K | 0.04% | 281 |
|
|
2022
Q1 | $1.1M | Buy |
13,321
+1,971
| +17% | +$163K | 0.04% | 251 |
|
|
2021
Q4 | $990K | Sell |
11,350
-197
| -2% | -$17.2K | 0.04% | 278 |
|
|
2021
Q3 | $1.01M | Sell |
11,547
-1,217
| -10% | -$106K | 0.04% | 266 |
|
|
2021
Q2 | $994K | Buy |
12,764
+1,395
| +12% | +$109K | 0.04% | 252 |
|
|
2021
Q1 | $798K | Buy |
11,369
+1,486
| +15% | +$104K | 0.04% | 286 |
|
|
2020
Q4 | $639K | Buy |
9,883
+623
| +7% | +$40.3K | 0.03% | 300 |
|
|
2020
Q3 | $553K | Sell |
9,260
-1,558
| -14% | -$93K | 0.04% | 286 |
|
|
2020
Q2 | $598K | Buy |
10,818
+244
| +2% | +$13.5K | 0.04% | 272 |
|
|
2020
Q1 | $511K | Sell |
10,574
-717
| -6% | -$34.7K | 0.05% | 273 |
|
|
2019
Q4 | $598K | Sell |
11,291
-312
| -3% | -$16.5K | 0.05% | 269 |
|
|
2019
Q3 | $638K | Buy |
11,603
+2,396
| +26% | +$132K | 0.06% | 227 |
|
|
2019
Q2 | $525K | Buy |
9,207
+6,158
| +202% | +$351K | 0.04% | 244 |
|
|
2019
Q1 | $164K | Hold |
3,049
| – | – | 0.02% | 305 |
|
|
2018
Q4 | $138K | Buy |
+3,049
| New | +$138K | 0.02% | 301 |
|
|
2018
Q3 | – | Sell |
-3,466
| Closed | -$152K | – | 1147 |
|
|
2018
Q2 | $152K | Sell |
3,466
-49
| -1% | -$2.15K | 0.03% | 262 |
|
|
2018
Q1 | $161K | Sell |
3,515
-1,008
| -22% | -$46.2K | 0.04% | 252 |
|
|
2017
Q4 | $213K | Buy |
4,523
+1,573
| +53% | +$74.1K | 0.02% | 222 |
|
|
2017
Q3 | $143K | Sell |
2,950
-441
| -13% | -$21.4K | 0.05% | 176 |
|
|
2017
Q2 | $170K | Buy |
+3,391
| New | +$170K | 0.05% | 219 |
|