Oxford Financial 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 | $1.38M | Buy |
6,317
+64
| +1% | +$14K | 0.08% | 65 |
|
|
2025
Q1 | $874K | Sell |
6,253
-254
| -4% | -$35.5K | 0.06% | 89 |
|
|
2024
Q4 | $1.08M | Sell |
6,507
-166
| -2% | -$27.7K | 0.07% | 87 |
|
|
2024
Q3 | $1.14M | Sell |
6,673
-1,119
| -14% | -$191K | 0.07% | 85 |
|
|
2024
Q2 | $1.1M | Sell |
7,792
-935
| -11% | -$132K | 0.07% | 84 |
|
|
2024
Q1 | $1.1M | Buy |
8,727
+115
| +1% | +$14.4K | 0.08% | 75 |
|
|
2023
Q4 | $908K | Sell |
8,612
-98
| -1% | -$10.3K | 0.07% | 87 |
|
|
2023
Q3 | $923K | Sell |
8,710
-685
| -7% | -$72.6K | 0.08% | 79 |
|
|
2023
Q2 | $1.12M | Buy |
9,395
+2,348
| +33% | +$280K | 0.11% | 68 |
|
|
2023
Q1 | $655K | Buy |
7,047
+1
| +0% | +$93 | 0.07% | 89 |
|
|
2022
Q4 | $576K | Buy |
7,046
+1,578
| +29% | +$129K | 0.07% | 97 |
|
|
2022
Q3 | $334K | Sell |
5,468
-142
| -3% | -$8.67K | 0.05% | 127 |
|
|
2022
Q2 | $392K | Buy |
5,610
+142
| +3% | +$9.92K | 0.06% | 125 |
|
|
2022
Q1 | $452K | Buy |
5,468
+254
| +5% | +$21K | 0.06% | 124 |
|
|
2021
Q4 | $455K | Hold |
5,214
| – | – | 0.05% | 130 |
|
|
2021
Q3 | $454K | Sell |
5,214
-6,035
| -54% | -$525K | 0.06% | 121 |
|
|
2021
Q2 | $876K | Sell |
11,249
-10
| -0.1% | -$779 | 0.12% | 83 |
|
|
2021
Q1 | $790K | Buy |
11,259
+10
| +0.1% | +$702 | 0.11% | 81 |
|
|
2020
Q4 | $728K | Hold |
11,249
| – | – | 0.11% | 82 |
|
|
2020
Q3 | $672K | Sell |
11,249
-1,316
| -10% | -$78.6K | 0.11% | 81 |
|
|
2020
Q2 | $694K | Sell |
12,565
-673
| -5% | -$37.2K | 0.12% | 73 |
|
|
2020
Q1 | $640K | Buy |
+13,238
| New | +$640K | 0.13% | 74 |
|