Orion Portfolio Solutions’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $26.7M | Buy |
191,216
+11,099
| +6% | +$1.81M | 0.26% | 71 |
|
|
2024
Q4 | $30M | Buy |
180,117
+18,681
| +12% | +$3.32M | 0.3% | 54 |
|
|
2024
Q3 | $27.5M | Buy |
161,436
+22,838
| +16% | +$3.31M | 0.27% | 63 |
|
|
2024
Q2 | $19.6M | Sell |
138,598
-2,942
| -2% | -$365K | 0.21% | 98 |
|
|
2024
Q1 | $17.8M | Buy |
141,540
+4,009
| +3% | +$459K | 0.19% | 105 |
|
|
2023
Q4 | $14.4M | Sell |
137,531
-1,086
| -0.8% | -$119K | 0.17% | 128 |
|
|
2023
Q3 | $14.7M | Buy |
138,617
+24,955
| +22% | +$2.89M | 0.18% | 123 |
|
|
2023
Q2 | $16.9M | Sell |
113,662
-39,379
| -26% | -$4.07M | 0.18% | 108 |
|
|
2023
Q1 | $14.2M | Buy |
153,041
+131,602
| +614% | +$11.5M | 0.18% | 121 |
|
|
2022
Q4 | $1.75M | Sell |
21,439
-9,848
| -31% | -$748K | 0.06% | 209 |
|
|
2022
Q3 | $1.91M | Buy |
31,287
+1,600
| +5% | +$117K | 0.08% | 170 |
|
|
2022
Q2 | $2.07M | Buy |
29,687
+552
| +2% | +$40.4K | 0.08% | 155 |
|
|
2022
Q1 | $2.41M | Buy |
29,135
+3,635
| +14% | +$294K | 0.08% | 149 |
|
|
2021
Q4 | $2.22M | Buy |
25,500
+6,979
| +38% | +$655K | 0.07% | 163 |
|
|
2021
Q3 | $1.61M | Buy |
18,521
+4,284
| +30% | +$378K | 0.06% | 187 |
|
|
2021
Q2 | $1.11M | Sell |
14,237
-820
| -5% | -$64.2K | 0.04% | 216 |
|
|
2021
Q1 | $1.06M | Sell |
15,057
-739
| -5% | -$47.8K | 0.05% | 197 |
|
|
2020
Q4 | $1.02M | Sell |
15,796
-2,088
| -12% | -$124K | 0.05% | 203 |
|
|
2020
Q3 | $1.07M | Buy |
17,884
+293
| +2% | +$16.6K | 0.06% | 178 |
|
|
2020
Q2 | $972K | Buy |
17,591
+1,775
| +11% | +$94K | 0.05% | 161 |
|
|
2020
Q1 | $764K | Sell |
15,816
-369
| -2% | -$19K | 0.05% | 155 |
|
|
2019
Q4 | $857K | Buy |
+16,185
| New | +$891K | 0.07% | 148 |
|
Other funds holding ORCL
