RE Dickinson Investment Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $387K | Hold |
232
| – | – | 0.02% | 102 |
|
|
2024
Q3 | $39.5K | Hold |
232
| – | – | 0.02% | 95 |
|
|
2024
Q2 | $32.8K | Hold |
232
| – | – | 0.02% | 104 |
|
|
2024
Q1 | $29K | Hold |
232
| – | – | 0.02% | 105 |
|
|
2023
Q4 | $24K | Hold |
232
| – | – | 0.02% | 116 |
|
|
2023
Q3 | $25K | Hold |
232
| – | – | 0.02% | 116 |
|
|
2023
Q2 | $28K | Hold |
232
| – | – | 0.01% | 189 |
|
|
2023
Q1 | $22K | Hold |
232
| – | – | 0.01% | 215 |
|
|
2022
Q4 | $19K | Hold |
232
| – | – | 0.01% | 217 |
|
|
2022
Q3 | $14K | Hold |
232
| – | – | 0.01% | 136 |
|
|
2022
Q2 | $16 | Hold |
232
| – | – | ﹤0.01% | 145 |
|
|
2022
Q1 | $19K | Hold |
232
| – | – | 0.01% | 151 |
|
|
2021
Q4 | $20K | Buy |
+232
| New | +$20K | 0.02% | 139 |
|