Plante Moran Financial 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 | $1.5M | Sell |
6,881
-728
| -10% | -$159K | 0.11% | 31 |
|
|
2025
Q1 | $1.06M | Buy |
7,609
+1,037
| +16% | +$145K | 0.09% | 40 |
|
|
2024
Q4 | $1.1M | Sell |
6,572
-517
| -7% | -$86.2K | 0.09% | 41 |
|
|
2024
Q3 | $1.21M | Sell |
7,089
-630
| -8% | -$107K | 0.1% | 44 |
|
|
2024
Q2 | $1.09M | Sell |
7,719
-219
| -3% | -$30.9K | 0.11% | 45 |
|
|
2024
Q1 | $997K | Sell |
7,938
-120
| -1% | -$15.1K | 0.11% | 49 |
|
|
2023
Q4 | $850K | Buy |
8,058
+536
| +7% | +$56.5K | 0.09% | 52 |
|
|
2023
Q3 | $797K | Buy |
7,522
+46
| +0.6% | +$4.87K | 0.1% | 48 |
|
|
2023
Q2 | $890K | Sell |
7,476
-1,584
| -17% | -$189K | 0.11% | 48 |
|
|
2023
Q1 | $842K | Buy |
9,060
+633
| +8% | +$58.8K | 0.12% | 50 |
|
|
2022
Q4 | $689K | Sell |
8,427
-591
| -7% | -$48.3K | 0.1% | 60 |
|
|
2022
Q3 | $551K | Sell |
9,018
-254
| -3% | -$15.5K | 0.09% | 71 |
|
|
2022
Q2 | $648K | Sell |
9,272
-494
| -5% | -$34.5K | 0.11% | 61 |
|
|
2022
Q1 | $808K | Buy |
9,766
+3,122
| +47% | +$258K | 0.15% | 60 |
|
|
2021
Q4 | $579K | Sell |
6,644
-611
| -8% | -$53.2K | 0.09% | 79 |
|
|
2021
Q3 | $632K | Buy |
7,255
+1,028
| +17% | +$89.6K | 0.14% | 71 |
|
|
2021
Q2 | $485K | Buy |
6,227
+200
| +3% | +$15.6K | 0.12% | 80 |
|
|
2021
Q1 | $423K | Sell |
6,027
-754
| -11% | -$52.9K | 0.12% | 89 |
|
|
2020
Q4 | $439K | Sell |
6,781
-637
| -9% | -$41.2K | 0.14% | 92 |
|
|
2020
Q3 | $443K | Sell |
7,418
-66
| -0.9% | -$3.94K | 0.16% | 80 |
|
|
2020
Q2 | $414K | Buy |
7,484
+66
| +0.9% | +$3.65K | 0.17% | 81 |
|
|
2020
Q1 | $359K | Sell |
7,418
-685
| -8% | -$33.2K | 0.16% | 80 |
|
|
2019
Q4 | $429K | Sell |
8,103
-569
| -7% | -$30.1K | 0.15% | 91 |
|
|
2019
Q3 | $477K | Buy |
8,672
+116
| +1% | +$6.38K | 0.14% | 93 |
|
|
2019
Q2 | $487K | Buy |
8,556
+605
| +8% | +$34.4K | 0.15% | 86 |
|
|
2019
Q1 | $427K | Sell |
7,951
-2,050
| -20% | -$110K | 0.13% | 88 |
|
|
2018
Q4 | $452K | Buy |
10,001
+2,076
| +26% | +$93.8K | 0.16% | 82 |
|
|
2018
Q3 | $409K | Buy |
7,925
+894
| +13% | +$46.1K | 0.13% | 88 |
|
|
2018
Q2 | $310K | Buy |
7,031
+562
| +9% | +$24.8K | 0.16% | 105 |
|
|
2018
Q1 | $296K | Buy |
6,469
+171
| +3% | +$7.82K | 0.16% | 113 |
|
|
2017
Q4 | $298K | Hold |
6,298
| – | – | 0.17% | 103 |
|
|
2017
Q3 | $305K | Sell |
6,298
-210
| -3% | -$10.2K | 0.18% | 93 |
|
|
2017
Q2 | $326K | Sell |
6,508
-200
| -3% | -$10K | 0.2% | 91 |
|
|
2017
Q1 | $299K | Buy |
6,708
+611
| +10% | +$27.2K | 0.18% | 97 |
|
|
2016
Q4 | $234K | Sell |
6,097
-2,043
| -25% | -$78.4K | 0.15% | 111 |
|
|
2016
Q3 | $320K | Buy |
8,140
+1,083
| +15% | +$42.6K | 0.22% | 85 |
|
|
2016
Q2 | $289K | Buy |
7,057
+3,398
| +93% | +$139K | 0.21% | 89 |
|
|
2016
Q1 | $150K | Sell |
3,659
-483
| -12% | -$19.8K | 0.12% | 136 |
|
|
2015
Q4 | $151K | Sell |
4,142
-83
| -2% | -$3.03K | 0.11% | 137 |
|
|
2015
Q3 | $153K | Sell |
4,225
-2,503
| -37% | -$90.6K | 0.12% | 132 |
|
|
2015
Q2 | $271K | Buy |
6,728
+365
| +6% | +$14.7K | 0.19% | 90 |
|
|
2015
Q1 | $275K | Sell |
6,363
-117
| -2% | -$5.06K | 0.19% | 95 |
|
|
2014
Q4 | $291K | Buy |
6,480
+2,434
| +60% | +$109K | 0.21% | 80 |
|
|
2014
Q3 | $155K | Sell |
4,046
-331
| -8% | -$12.7K | 0.14% | 118 |
|
|
2014
Q2 | $177K | Buy |
4,377
+1,622
| +59% | +$65.6K | 0.16% | 99 |
|
|
2014
Q1 | $113K | Sell |
2,755
-2,178
| -44% | -$89.3K | 0.12% | 106 |
|
|
2013
Q4 | $189K | Buy |
4,933
+1,478
| +43% | +$56.6K | 0.11% | 92 |
|
|
2013
Q3 | $115K | Buy |
3,455
+107
| +3% | +$3.56K | 0.07% | 101 |
|
|
2013
Q2 | $103K | Buy |
+3,348
| New | +$103K | 0.08% | 102 |
|