RFG Advisory’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.26M | Sell |
24,067
-416
| -2% | -$91K | 0.12% | 132 |
|
|
2025
Q1 | $3.42M | Buy |
24,483
+4,501
| +23% | +$629K | 0.09% | 158 |
|
|
2024
Q4 | $3.33M | Buy |
19,982
+1,411
| +8% | +$235K | 0.09% | 166 |
|
|
2024
Q3 | $3.16M | Buy |
18,571
+5,501
| +42% | +$937K | 0.1% | 167 |
|
|
2024
Q2 | $1.85M | Sell |
13,070
-4,929
| -27% | -$696K | 0.06% | 235 |
|
|
2024
Q1 | $2.26M | Buy |
17,999
+1,884
| +12% | +$237K | 0.08% | 201 |
|
|
2023
Q4 | $1.7M | Buy |
16,115
+6,294
| +64% | +$664K | 0.07% | 231 |
|
|
2023
Q3 | $1.04M | Buy |
9,821
+3,363
| +52% | +$356K | 0.05% | 274 |
|
|
2023
Q2 | $769K | Buy |
6,458
+873
| +16% | +$104K | 0.03% | 341 |
|
|
2023
Q1 | $519K | Buy |
5,585
+1,003
| +22% | +$93.2K | 0.03% | 403 |
|
|
2022
Q4 | $411K | Sell |
4,582
-20
| -0.4% | -$1.79K | 0.02% | 452 |
|
|
2022
Q3 | $348K | Buy |
4,602
+279
| +6% | +$21.1K | 0.02% | 453 |
|
|
2022
Q2 | $334K | Buy |
4,323
+957
| +28% | +$73.9K | 0.02% | 447 |
|
|
2022
Q1 | $278K | Sell |
3,366
-915
| -21% | -$75.6K | 0.02% | 428 |
|
|
2021
Q4 | $373K | Buy |
4,281
+930
| +28% | +$81K | 0.03% | 356 |
|
|
2021
Q3 | $292K | Buy |
3,351
+527
| +19% | +$45.9K | 0.02% | 358 |
|
|
2021
Q2 | $220K | Sell |
2,824
-779
| -22% | -$60.7K | 0.02% | 410 |
|
|
2021
Q1 | $253K | Buy |
+3,603
| New | +$253K | 0.03% | 372 |
|
|
2018
Q4 | – | Sell |
-4,022
| Closed | -$207K | – | 300 |
|
|
2018
Q3 | $207K | Buy |
+4,022
| New | +$207K | 0.05% | 280 |
|