Richwood Investment 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 | $1.33M | Hold |
6,091
| – | – | 1.09% | 18 |
|
|
2025
Q1 | $852K | Hold |
6,091
| – | – | 0.72% | 30 |
|
|
2024
Q4 | $1.02M | Hold |
6,091
| – | – | 0.85% | 26 |
|
|
2024
Q3 | $1.04M | Sell |
6,091
-200
| -3% | -$34.1K | 0.86% | 27 |
|
|
2024
Q2 | $888K | Sell |
6,291
-100
| -2% | -$14.1K | 0.78% | 30 |
|
|
2024
Q1 | $803K | Hold |
6,391
| – | – | 0.71% | 31 |
|
|
2023
Q4 | $674K | Sell |
6,391
-30
| -0.5% | -$3.16K | 0.63% | 38 |
|
|
2023
Q3 | $680K | Hold |
6,421
| – | – | 0.69% | 37 |
|
|
2023
Q2 | $765K | Sell |
6,421
-143
| -2% | -$17K | 0.75% | 34 |
|
|
2023
Q1 | $610K | Hold |
6,564
| – | – | 0.61% | 42 |
|
|
2022
Q4 | $537K | Sell |
6,564
-29
| -0.4% | -$2.37K | 0.54% | 50 |
|
|
2022
Q3 | $403K | Sell |
6,593
-70
| -1% | -$4.28K | 0.44% | 64 |
|
|
2022
Q2 | $466K | Hold |
6,663
| – | – | 0.47% | 63 |
|
|
2022
Q1 | $551K | Buy |
6,663
+1,940
| +41% | +$160K | 0.49% | 58 |
|
|
2021
Q4 | $412K | Buy |
+4,723
| New | +$412K | 0.36% | 68 |
|