Roffman Miller Associates’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.96M | Sell |
31,847
-10,250
| -24% | -$2.24M | 0.42% | 46 |
|
|
2025
Q1 | $5.89M | Sell |
42,097
-11,968
| -22% | -$1.67M | 0.37% | 48 |
|
|
2024
Q4 | $9.01M | Sell |
54,065
-38,931
| -42% | -$6.49M | 0.55% | 43 |
|
|
2024
Q3 | $15.8M | Buy |
92,996
+10,717
| +13% | +$1.83M | 0.97% | 39 |
|
|
2024
Q2 | $11.6M | Buy |
82,279
+12,365
| +18% | +$1.75M | 0.77% | 42 |
|
|
2024
Q1 | $8.78M | Buy |
69,914
+23,404
| +50% | +$2.94M | 0.59% | 44 |
|
|
2023
Q4 | $4.9M | Buy |
46,510
+38,198
| +460% | +$4.03M | 0.35% | 46 |
|
|
2023
Q3 | $880K | Buy |
+8,312
| New | +$880K | 0.07% | 66 |
|
|
2020
Q3 | – | Sell |
-7,328
| Closed | -$405K | – | 122 |
|
|
2020
Q2 | $405K | Buy |
+7,328
| New | +$405K | 0.04% | 103 |
|
|
2016
Q4 | – | Sell |
-9,244
| Closed | -$363K | – | 64 |
|
|
2016
Q3 | $363K | Sell |
9,244
-1,475
| -14% | -$57.9K | 0.06% | 60 |
|
|
2016
Q2 | $439K | Sell |
10,719
-384
| -3% | -$15.7K | 0.07% | 59 |
|
|
2016
Q1 | $454K | Sell |
11,103
-831
| -7% | -$34K | 0.08% | 58 |
|
|
2015
Q4 | $436K | Sell |
11,934
-2,171
| -15% | -$79.3K | 0.08% | 59 |
|
|
2015
Q3 | $509K | Buy |
14,105
+1,013
| +8% | +$36.6K | 0.1% | 58 |
|
|
2015
Q2 | $528K | Buy |
13,092
+2
| +0% | +$81 | 0.1% | 56 |
|
|
2015
Q1 | $565K | Buy |
13,090
+2
| +0% | +$86 | 0.11% | 57 |
|
|
2014
Q4 | $589K | Sell |
13,088
-223
| -2% | -$10K | 0.11% | 58 |
|
|
2014
Q3 | $510K | Sell |
13,311
-228
| -2% | -$8.74K | 0.1% | 60 |
|
|
2014
Q2 | $549K | Sell |
13,539
-341
| -2% | -$13.8K | 0.12% | 60 |
|
|
2014
Q1 | $568K | Buy |
13,880
+1,661
| +14% | +$68K | 0.13% | 60 |
|
|
2013
Q4 | $467K | Sell |
12,219
-550
| -4% | -$21K | 0.11% | 65 |
|
|
2013
Q3 | $424K | Sell |
12,769
-230
| -2% | -$7.64K | 0.11% | 68 |
|
|
2013
Q2 | $399K | Buy |
+12,999
| New | +$399K | 0.11% | 69 |
|