Patriot Financial Group Insurance Agency’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.96M | Buy |
22,706
+3,959
| +21% | +$866K | 0.57% | 39 |
|
|
2025
Q1 | $2.62M | Buy |
18,747
+207
| +1% | +$28.9K | 0.35% | 65 |
|
|
2024
Q4 | $3.09M | Buy |
18,540
+966
| +5% | +$161K | 0.41% | 55 |
|
|
2024
Q3 | $2.99M | Sell |
17,574
-137
| -0.8% | -$23.3K | 0.4% | 54 |
|
|
2024
Q2 | $2.5M | Buy |
17,711
+1,883
| +12% | +$266K | 0.37% | 56 |
|
|
2024
Q1 | $1.99M | Buy |
15,828
+2,386
| +18% | +$300K | 0.32% | 68 |
|
|
2023
Q4 | $1.42M | Buy |
13,442
+1,914
| +17% | +$202K | 0.27% | 89 |
|
|
2023
Q3 | $1.22M | Buy |
11,528
+2,819
| +32% | +$299K | 0.25% | 99 |
|
|
2023
Q2 | $1.04M | Buy |
8,709
+2,252
| +35% | +$268K | 0.2% | 125 |
|
|
2023
Q1 | $600K | Buy |
6,457
+3,398
| +111% | +$316K | 0.12% | 193 |
|
|
2022
Q4 | $250K | Buy |
+3,059
| New | +$250K | 0.03% | 353 |
|
|
2022
Q3 | – | Sell |
-2,547
| Closed | -$178K | – | 1461 |
|
|
2022
Q2 | $178K | Buy |
2,547
+70
| +3% | +$4.89K | 0.04% | 403 |
|
|
2022
Q1 | $205K | Sell |
2,477
-1,098
| -31% | -$90.9K | 0.04% | 407 |
|
|
2021
Q4 | $312K | Sell |
3,575
-1,535
| -30% | -$134K | 0.05% | 340 |
|
|
2021
Q3 | $445K | Buy |
5,110
+212
| +4% | +$18.5K | 0.08% | 260 |
|
|
2021
Q2 | $381K | Buy |
4,898
+1,016
| +26% | +$79K | 0.07% | 285 |
|
|
2021
Q1 | $272K | Buy |
3,882
+481
| +14% | +$33.7K | 0.06% | 311 |
|
|
2020
Q4 | $220K | Buy |
3,401
+1,847
| +119% | +$119K | 0.06% | 324 |
|
|
2020
Q3 | $93K | Buy |
1,554
+82
| +6% | +$4.91K | 0.03% | 406 |
|
|
2020
Q2 | $81K | Buy |
1,472
+145
| +11% | +$7.98K | 0.03% | 402 |
|
|
2020
Q1 | $64K | Buy |
1,327
+1,024
| +338% | +$49.4K | 0.03% | 403 |
|
|
2019
Q4 | $16K | Buy |
303
+124
| +69% | +$6.55K | 0.01% | 737 |
|
|
2019
Q3 | $10K | Buy |
179
+5
| +3% | +$279 | ﹤0.01% | 807 |
|
|
2019
Q2 | $10K | Sell |
174
-2
| -1% | -$115 | ﹤0.01% | 811 |
|
|
2019
Q1 | $9K | Sell |
176
-616
| -78% | -$31.5K | ﹤0.01% | 733 |
|
|
2018
Q4 | $36K | Sell |
792
-325
| -29% | -$14.8K | 0.02% | 374 |
|
|
2018
Q3 | $58K | Buy |
1,117
+711
| +175% | +$36.9K | 0.03% | 281 |
|
|
2018
Q2 | $18K | Sell |
406
-1,021
| -72% | -$45.3K | 0.02% | 311 |
|
|
2018
Q1 | $64K | Sell |
1,427
-74
| -5% | -$3.32K | 0.05% | 279 |
|
|
2017
Q4 | $69K | Buy |
1,501
+285
| +23% | +$13.1K | 0.05% | 254 |
|
|
2017
Q3 | $59K | Buy |
1,216
+119
| +11% | +$5.77K | 0.05% | 233 |
|
|
2017
Q2 | $54K | Buy |
1,097
+179
| +19% | +$8.81K | 0.06% | 229 |
|
|
2017
Q1 | $41K | Buy |
918
+652
| +245% | +$29.1K | 0.04% | 248 |
|
|
2016
Q4 | $11K | Buy |
+266
| New | +$11K | 0.02% | 449 |
|