Pin Oak Investment 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 | $280K | Buy |
2,009
+169
| +9% | +$23.6K | 0.24% | 71 |
|
|
2025
Q1 | $283K | Buy |
1,840
+157
| +9% | +$24.1K | 0.22% | 77 |
|
|
2024
Q4 | $287K | Hold |
1,683
| – | – | 0.26% | 64 |
|
|
2024
Q3 | $286K | Buy |
1,683
+492
| +41% | +$83.6K | 0.26% | 65 |
|
|
2024
Q2 | $168K | Hold |
1,191
| – | – | 0.16% | 95 |
|
|
2024
Q1 | $150K | Hold |
1,191
| – | – | 0.14% | 109 |
|
|
2023
Q4 | $126K | Hold |
1,191
| – | – | 0.13% | 114 |
|
|
2023
Q3 | $126K | Hold |
1,191
| – | – | 0.14% | 108 |
|
|
2023
Q2 | $142K | Hold |
1,191
| – | – | 0.16% | 101 |
|
|
2023
Q1 | $111K | Hold |
1,191
| – | – | 0.14% | 107 |
|
|
2022
Q4 | $97K | Buy |
1,191
+71
| +6% | +$5.78K | 0.12% | 108 |
|
|
2022
Q3 | $68K | Hold |
1,120
| – | – | 0.09% | 122 |
|
|
2022
Q2 | $78K | Hold |
1,120
| – | – | 0.1% | 121 |
|
|
2022
Q1 | $93K | Hold |
1,120
| – | – | 0.1% | 123 |
|
|
2021
Q4 | $98K | Hold |
1,120
| – | – | 0.1% | 131 |
|
|
2021
Q3 | $98K | Hold |
1,120
| – | – | 0.11% | 121 |
|
|
2021
Q2 | $87K | Hold |
1,120
| – | – | 0.09% | 133 |
|
|
2021
Q1 | $79K | Sell |
1,120
-156
| -12% | -$11K | 0.07% | 150 |
|
|
2020
Q4 | $83K | Sell |
1,276
-359
| -22% | -$23.4K | 0.07% | 149 |
|
|
2020
Q3 | $98K | Hold |
1,635
| – | – | 0.09% | 130 |
|
|
2020
Q2 | $90K | Sell |
1,635
-275
| -14% | -$15.1K | 0.08% | 137 |
|
|
2020
Q1 | $92K | Hold |
1,910
| – | – | 0.1% | 135 |
|
|
2019
Q4 | $101K | Sell |
1,910
-4,151
| -68% | -$220K | 0.08% | 140 |
|
|
2019
Q3 | $334K | Sell |
6,061
-59
| -1% | -$3.25K | 0.27% | 78 |
|
|
2019
Q2 | $349K | Buy |
6,120
+291
| +5% | +$16.6K | 0.27% | 78 |
|
|
2019
Q1 | $313K | Sell |
5,829
-73
| -1% | -$3.92K | 0.25% | 80 |
|
|
2018
Q4 | $266K | Buy |
5,902
+2
| +0% | +$90 | 0.24% | 82 |
|
|
2018
Q3 | $304K | Sell |
5,900
-1,050
| -15% | -$54.1K | 0.23% | 80 |
|
|
2018
Q2 | $306K | Buy |
6,950
+144
| +2% | +$6.34K | 0.22% | 81 |
|
|
2018
Q1 | $311K | Buy |
6,806
+2
| +0% | +$91 | 0.25% | 75 |
|
|
2017
Q4 | $322K | Buy |
+6,804
| New | +$322K | 0.25% | 81 |
|