Prospera Financial Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16.7M | Buy |
76,210
+19,540
| +34% | +$4.27M | 0.31% | 66 |
|
2025
Q1 | $7.92M | Buy |
56,670
+4,941
| +10% | +$691K | 0.18% | 126 |
|
2024
Q4 | $8.62M | Buy |
51,729
+27,205
| +111% | +$4.53M | 0.2% | 114 |
|
2024
Q3 | $4.18M | Buy |
24,524
+1,062
| +5% | +$181K | 0.11% | 210 |
|
2024
Q2 | $3.31M | Buy |
23,462
+4,707
| +25% | +$665K | 0.09% | 239 |
|
2024
Q1 | $2.36M | Sell |
18,755
-4,183
| -18% | -$526K | 0.07% | 304 |
|
2023
Q4 | $2.42M | Buy |
22,938
+7,443
| +48% | +$785K | 0.08% | 278 |
|
2023
Q3 | $1.64M | Buy |
15,495
+3,419
| +28% | +$362K | 0.06% | 305 |
|
2023
Q2 | $1.44M | Sell |
12,076
-2,856
| -19% | -$340K | 0.06% | 329 |
|
2023
Q1 | $1.39M | Sell |
14,932
-83
| -0.6% | -$7.72K | 0.06% | 332 |
|
2022
Q4 | $1.23M | Buy |
15,015
+6,641
| +79% | +$543K | 0.06% | 308 |
|
2022
Q3 | $512K | Buy |
8,374
+1,326
| +19% | +$81.1K | 0.03% | 516 |
|
2022
Q2 | $493K | Sell |
7,048
-1,360
| -16% | -$95.1K | 0.03% | 515 |
|
2022
Q1 | $695K | Buy |
8,408
+1,241
| +17% | +$103K | 0.03% | 507 |
|
2021
Q4 | $625K | Buy |
7,167
+1,941
| +37% | +$169K | 0.03% | 509 |
|
2021
Q3 | $455K | Buy |
5,226
+507
| +11% | +$44.1K | 0.02% | 560 |
|
2021
Q2 | $368K | Buy |
4,719
+1,201
| +34% | +$93.7K | 0.02% | 610 |
|
2021
Q1 | $248K | Sell |
3,518
-575
| -14% | -$40.5K | 0.01% | 670 |
|
2020
Q4 | $265K | Buy |
4,093
+2,590
| +172% | +$168K | 0.02% | 568 |
|
2020
Q3 | $90K | Sell |
1,503
-3,209
| -68% | -$192K | 0.03% | 432 |
|
2020
Q2 | $257K | Sell |
4,712
-3,949
| -46% | -$215K | 0.02% | 486 |
|
2020
Q1 | $418K | Sell |
8,661
-222
| -2% | -$10.7K | 0.04% | 335 |
|
2019
Q4 | $471K | Buy |
8,883
+304
| +4% | +$16.1K | 0.04% | 389 |
|
2019
Q3 | $472K | Buy |
8,579
+4,283
| +100% | +$236K | 0.05% | 321 |
|
2019
Q2 | $248K | Sell |
4,296
-451
| -10% | -$26K | 0.03% | 448 |
|
2019
Q1 | $255K | Buy |
+4,747
| New | +$255K | 0.08% | 265 |
|
2018
Q3 | – | Sell |
-4,664
| Closed | -$208K | – | 442 |
|
2018
Q2 | $208K | Sell |
4,664
-4,633
| -50% | -$207K | 0.03% | 422 |
|
2018
Q1 | $423K | Sell |
9,297
-1,076
| -10% | -$49K | 0.06% | 271 |
|
2017
Q4 | $494K | Buy |
10,373
+3,809
| +58% | +$181K | 0.08% | 220 |
|
2017
Q3 | $320K | Buy |
6,564
+1,725
| +36% | +$84.1K | 0.05% | 312 |
|
2017
Q2 | $240K | Buy |
+4,839
| New | +$240K | 0.04% | 354 |
|
2014
Q1 | – | Sell |
-5,800
| Closed | -$222K | – | 287 |
|
2013
Q4 | $222K | Sell |
5,800
-282
| -5% | -$10.8K | 0.07% | 214 |
|
2013
Q3 | $204K | Buy |
+6,082
| New | +$204K | 0.08% | 211 |
|