Roman Butler Fullerton & Co’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.67M | Sell |
14,978
-135
| -0.9% | -$33.1K | 1.08% | 21 |
|
|
2025
Q1 | $2.02M | Buy |
15,113
+181
| +1% | +$24.2K | 0.79% | 25 |
|
|
2024
Q4 | $2.36M | Buy |
14,932
+292
| +2% | +$46.2K | 0.75% | 32 |
|
|
2024
Q3 | $2.55M | Buy |
14,640
+68
| +0.5% | +$11.8K | 0.77% | 31 |
|
|
2024
Q2 | $2.07M | Buy |
14,572
+25
| +0.2% | +$3.55K | 0.67% | 37 |
|
|
2024
Q1 | $1.67M | Sell |
14,547
-169
| -1% | -$19.4K | 0.62% | 37 |
|
|
2023
Q4 | $1.69M | Sell |
14,716
-2
| -0% | -$229 | 0.66% | 36 |
|
|
2023
Q3 | $1.59M | Buy |
14,718
+7
| +0% | +$758 | 0.75% | 34 |
|
|
2023
Q2 | $1.75M | Sell |
14,711
-152
| -1% | -$18K | 0.8% | 30 |
|
|
2023
Q1 | $1.4M | Sell |
14,863
-421
| -3% | -$39.6K | 0.7% | 36 |
|
|
2022
Q4 | $1.35M | Sell |
15,284
-220
| -1% | -$19.5K | 0.7% | 41 |
|
|
2022
Q3 | $968K | Sell |
15,504
-210
| -1% | -$13.1K | 0.62% | 51 |
|
|
2022
Q2 | $1.11M | Sell |
15,714
-370
| -2% | -$26.2K | 0.62% | 45 |
|
|
2022
Q1 | $1.33M | Sell |
16,084
-520
| -3% | -$43K | 0.62% | 45 |
|
|
2021
Q4 | $1.45M | Sell |
16,604
-2
| -0% | -$174 | 0.64% | 47 |
|
|
2021
Q3 | $1.6M | Sell |
16,606
-796
| -5% | -$76.8K | 0.75% | 41 |
|
|
2021
Q2 | $1.36M | Buy |
17,402
+34
| +0.2% | +$2.65K | 0.66% | 47 |
|
|
2021
Q1 | $1.36M | Buy |
17,368
+33
| +0.2% | +$2.58K | 0.68% | 41 |
|
|
2020
Q4 | $1.12M | Buy |
17,335
+33
| +0.2% | +$2.13K | 0.66% | 48 |
|
|
2020
Q3 | $1.03M | Sell |
17,302
-329
| -2% | -$19.6K | 0.68% | 48 |
|
|
2020
Q2 | $974K | Sell |
17,631
-296
| -2% | -$16.4K | 0.69% | 51 |
|
|
2020
Q1 | $866K | Sell |
17,927
-1,098
| -6% | -$53K | 0.76% | 45 |
|
|
2019
Q4 | $1.01M | Sell |
19,025
-634
| -3% | -$33.6K | 0.67% | 47 |
|
|
2019
Q3 | $1.08M | Sell |
19,659
-47
| -0.2% | -$2.59K | 0.75% | 39 |
|
|
2019
Q2 | $1.07M | Sell |
19,706
-749
| -4% | -$40.8K | 0.72% | 40 |
|
|
2019
Q1 | $1.1M | Buy |
20,455
+342
| +2% | +$18.4K | 0.77% | 34 |
|
|
2018
Q4 | $962K | Buy |
+20,113
| New | +$962K | 0.82% | 30 |
|