PFG Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
5,107
+1,046
| +26% | +$229K | 0.05% | 286 |
|
|
2025
Q1 | $568K | Buy |
4,061
+593
| +17% | +$82.9K | 0.03% | 435 |
|
|
2024
Q4 | $578K | Sell |
3,468
-20
| -0.6% | -$3.33K | 0.04% | 431 |
|
|
2024
Q3 | $594K | Sell |
3,488
-332
| -9% | -$56.6K | 0.04% | 407 |
|
|
2024
Q2 | $539K | Sell |
3,820
-528
| -12% | -$74.6K | 0.04% | 406 |
|
|
2024
Q1 | $546K | Buy |
4,348
+182
| +4% | +$22.9K | 0.04% | 374 |
|
|
2023
Q4 | $439K | Sell |
4,166
-45
| -1% | -$4.74K | 0.04% | 388 |
|
|
2023
Q3 | $446K | Sell |
4,211
-1,333
| -24% | -$141K | 0.04% | 369 |
|
|
2023
Q2 | $660K | Buy |
5,544
+16
| +0.3% | +$1.91K | 0.05% | 357 |
|
|
2023
Q1 | $514K | Buy |
5,528
+202
| +4% | +$18.8K | 0.04% | 377 |
|
|
2022
Q4 | $435K | Sell |
5,326
-5
| -0.1% | -$409 | 0.04% | 381 |
|
|
2022
Q3 | $326K | Buy |
5,331
+81
| +2% | +$4.95K | 0.04% | 402 |
|
|
2022
Q2 | $367K | Sell |
5,250
-313
| -6% | -$21.9K | 0.04% | 288 |
|
|
2022
Q1 | $460K | Buy |
5,563
+1,663
| +43% | +$138K | 0.05% | 282 |
|
|
2021
Q4 | $340K | Buy |
3,900
+123
| +3% | +$10.7K | 0.03% | 417 |
|
|
2021
Q3 | $329K | Hold |
3,777
| – | – | 0.04% | 398 |
|
|
2021
Q2 | $294K | Buy |
3,777
+94
| +3% | +$7.32K | 0.03% | 395 |
|
|
2021
Q1 | $258K | Buy |
+3,683
| New | +$258K | 0.03% | 384 |
|