PA
Parkside Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $830K | Sell |
3,795
-19
| -0.5% | -$4.15K | 0.18% | 43 |
|
|
2025
Q1 | $533K | Sell |
3,814
-51
| -1% | -$7.13K | 0.13% | 50 |
|
|
2024
Q4 | $644K | Buy |
3,865
+100
| +3% | +$16.7K | 0.15% | 46 |
|
|
2024
Q3 | $642K | Hold |
3,765
| – | – | 0.15% | 46 |
|
|
2024
Q2 | $532K | Hold |
3,765
| – | – | 0.14% | 49 |
|
|
2024
Q1 | $473K | Buy |
3,765
+31
| +0.8% | +$3.89K | 0.12% | 55 |
|
|
2023
Q4 | $394K | Buy |
3,734
+42
| +1% | +$4.43K | 0.11% | 56 |
|
|
2023
Q3 | $391K | Hold |
3,692
| – | – | 0.12% | 53 |
|
|
2023
Q2 | $440K | Sell |
3,692
-465
| -11% | -$55.4K | 0.14% | 44 |
|
|
2023
Q1 | $387K | Hold |
4,157
| – | – | 0.13% | 47 |
|
|
2022
Q4 | $340K | Hold |
4,157
| – | – | 0.12% | 54 |
|
|
2022
Q3 | $254K | Sell |
4,157
-12
| -0.3% | -$733 | 0.1% | 50 |
|
|
2022
Q2 | $291K | Buy |
4,169
+12
| +0.3% | +$838 | 0.11% | 46 |
|
|
2022
Q1 | $344K | Hold |
4,157
| – | – | 0.11% | 44 |
|
|
2021
Q4 | $363K | Hold |
4,157
| – | – | 0.11% | 47 |
|
|
2021
Q3 | $362K | Hold |
4,157
| – | – | 0.11% | 46 |
|
|
2021
Q2 | $324K | Hold |
4,157
| – | – | 0.1% | 49 |
|
|
2021
Q1 | $292K | Hold |
4,157
| – | – | 0.1% | 56 |
|
|
2020
Q4 | $269K | Buy |
+4,157
| New | +$269K | 0.1% | 60 |
|