PS
Principal Securities’s Oracle ORCL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.3M | Buy |
60,905
+21,064
| +53% | +$4.61M | 0.25% | 77 |
|
2025
Q1 | $6.64M | Hold |
39,841
| – | – | 0.15% | 136 |
|
2024
Q4 | $6.64M | Buy |
39,841
+4,322
| +12% | +$720K | 0.15% | 135 |
|
2024
Q3 | $6.05M | Buy |
35,519
+7,811
| +28% | +$1.33M | 0.15% | 133 |
|
2024
Q2 | $3.91M | Buy |
27,708
+5,139
| +23% | +$726K | 0.11% | 172 |
|
2024
Q1 | $2.83M | Buy |
22,569
+3,609
| +19% | +$453K | 0.09% | 211 |
|
2023
Q4 | $2M | Buy |
+18,960
| New | +$2M | 0.07% | 248 |
|