Oxford Financial Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.84M | Buy |
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|
2025
Q2 | $1.38M | Buy |
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|
2025
Q1 | $874K | Sell |
|
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|
2024
Q4 | $1.08M | Sell |
|
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|
2024
Q3 | $1.14M | Sell |
|
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|
2024
Q2 | $1.1M | Sell |
|
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|
2024
Q1 | $1.1M | Buy |
|
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|
2023
Q4 | $908K | Sell |
|
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|
2023
Q3 | $923K | Sell |
|
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|
2023
Q2 | $1.12M | Buy |
|
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|
2023
Q1 | $655K | Buy |
|
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|
2022
Q4 | $576K | Buy |
|
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|
2022
Q3 | $334K | Sell |
|
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|
2022
Q2 | $392K | Buy |
|
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|
2022
Q1 | $452K | Buy |
|
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|
2021
Q4 | $455K | Hold |
|
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|
2021
Q3 | $454K | Sell |
|
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|
2021
Q2 | $876K | Sell |
|
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|
2021
Q1 | $790K | Buy |
|
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|
2020
Q4 | $728K | Hold |
|
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|
2020
Q3 | $672K | Sell |
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|
2020
Q2 | $694K | Sell |
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|
2020
Q1 | $640K | Buy |
|