PHS
Pekin Hardy Strauss’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
1,145
-701
| -38% | -$153K | 0.03% | 315 |
|
|
2025
Q1 | $258K | Sell |
1,846
-499
| -21% | -$69.8K | 0.03% | 297 |
|
|
2024
Q4 | $391K | Sell |
2,345
-400
| -15% | -$66.7K | 0.05% | 270 |
|
|
2024
Q3 | $468K | Sell |
2,745
-1,180
| -30% | -$201K | 0.06% | 246 |
|
|
2024
Q2 | $554K | Sell |
3,925
-60
| -2% | -$8.47K | 0.08% | 208 |
|
|
2024
Q1 | $501K | Buy |
+3,985
| New | +$501K | 0.07% | 216 |
|
|
2023
Q4 | – | Sell |
-2,652
| Closed | -$281K | – | 319 |
|
|
2023
Q3 | $281K | Buy |
2,652
+650
| +32% | +$68.8K | 0.04% | 241 |
|
|
2023
Q2 | $238K | Buy |
+2,002
| New | +$238K | 0.03% | 263 |
|
|
2022
Q1 | – | Sell |
-2,295
| Closed | -$200K | – | 349 |
|
|
2021
Q4 | $200K | Buy |
+2,295
| New | +$200K | 0.03% | 313 |
|
|
2017
Q3 | – | Sell |
-5,462
| Closed | -$274K | – | 191 |
|
|
2017
Q2 | $274K | Buy |
+5,462
| New | +$274K | 0.04% | 146 |
|
|
2017
Q1 | – | Sell |
-29,731
| Closed | -$1.14M | – | 180 |
|
|
2016
Q4 | $1.14M | Sell |
29,731
-71
| -0.2% | -$2.73K | 0.1% | 72 |
|
|
2016
Q3 | $1.17M | Buy |
29,802
+1,525
| +5% | +$59.9K | 0.2% | 73 |
|
|
2016
Q2 | $1.16M | Sell |
28,277
-2,046
| -7% | -$83.7K | 0.25% | 73 |
|
|
2016
Q1 | $1.24M | Sell |
30,323
-495
| -2% | -$20.2K | 0.29% | 68 |
|
|
2015
Q4 | $1.13M | Buy |
30,818
+279
| +0.9% | +$10.2K | 0.26% | 72 |
|
|
2015
Q3 | $1.1M | Buy |
30,539
+25,074
| +459% | +$906K | 0.25% | 68 |
|
|
2015
Q2 | $220K | Buy |
5,465
+203
| +4% | +$8.17K | 0.04% | 141 |
|
|
2015
Q1 | $227K | Sell |
5,262
-6,733
| -56% | -$290K | 0.04% | 133 |
|
|
2014
Q4 | $540K | Buy |
11,995
+6,653
| +125% | +$300K | 0.08% | 146 |
|
|
2014
Q3 | $204K | Buy |
5,342
+300
| +6% | +$11.5K | 0.03% | 129 |
|
|
2014
Q2 | $204K | Hold |
5,042
| – | – | 0.03% | 131 |
|
|
2014
Q1 | $206K | Buy |
+5,042
| New | +$206K | 0.03% | 124 |
|