Roundview Capital’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.95M | Buy |
18,065
+1,367
| +8% | +$299K | 0.26% | 90 |
|
|
2025
Q1 | $2.33M | Buy |
16,698
+922
| +6% | +$129K | 0.17% | 125 |
|
|
2024
Q4 | $2.63M | Buy |
15,776
+459
| +3% | +$76.5K | 0.18% | 121 |
|
|
2024
Q3 | $2.61M | Buy |
15,317
+241
| +2% | +$41.1K | 0.19% | 119 |
|
|
2024
Q2 | $2.13M | Buy |
15,076
+722
| +5% | +$102K | 0.17% | 127 |
|
|
2024
Q1 | $1.8M | Buy |
14,354
+479
| +3% | +$60.2K | 0.15% | 137 |
|
|
2023
Q4 | $1.46M | Sell |
13,875
-17
| -0.1% | -$1.79K | 0.13% | 152 |
|
|
2023
Q3 | $1.47M | Sell |
13,892
-279
| -2% | -$29.6K | 0.15% | 144 |
|
|
2023
Q2 | $1.69M | Sell |
14,171
-668
| -5% | -$79.6K | 0.16% | 134 |
|
|
2023
Q1 | $1.38M | Buy |
14,839
+226
| +2% | +$21K | 0.14% | 151 |
|
|
2022
Q4 | $1.19M | Sell |
14,613
-7
| -0% | -$572 | 0.14% | 163 |
|
|
2022
Q3 | $893K | Hold |
14,620
| – | – | 0.11% | 169 |
|
|
2022
Q2 | $1.02M | Sell |
14,620
-157
| -1% | -$11K | 0.12% | 164 |
|
|
2022
Q1 | $1.22M | Sell |
14,777
-77
| -0.5% | -$6.37K | 0.13% | 159 |
|
|
2021
Q4 | $1.3M | Hold |
14,854
| – | – | 0.13% | 168 |
|
|
2021
Q3 | $1.29M | Sell |
14,854
-14
| -0.1% | -$1.22K | 0.14% | 151 |
|
|
2021
Q2 | $1.16M | Buy |
14,868
+940
| +7% | +$73.1K | 0.13% | 167 |
|
|
2021
Q1 | $977K | Hold |
13,928
| – | – | 0.12% | 168 |
|
|
2020
Q4 | $901K | Buy |
13,928
+100
| +0.7% | +$6.47K | 0.12% | 161 |
|
|
2020
Q3 | $826K | Buy |
13,828
+104
| +0.8% | +$6.21K | 0.13% | 148 |
|
|
2020
Q2 | $759K | Sell |
13,724
-197
| -1% | -$10.9K | 0.13% | 158 |
|
|
2020
Q1 | $673K | Buy |
13,921
+89
| +0.6% | +$4.3K | 0.14% | 159 |
|
|
2019
Q4 | $733K | Sell |
13,832
-349
| -2% | -$18.5K | 0.14% | 160 |
|
|
2019
Q3 | $780K | Sell |
14,181
-600
| -4% | -$33K | 0.17% | 152 |
|
|
2019
Q2 | $842K | Sell |
14,781
-233
| -2% | -$13.3K | 0.19% | 135 |
|
|
2019
Q1 | $806K | Sell |
15,014
-210
| -1% | -$11.3K | 0.19% | 132 |
|
|
2018
Q4 | $687K | Buy |
15,224
+834
| +6% | +$37.6K | 0.19% | 131 |
|
|
2018
Q3 | $742K | Sell |
14,390
-1,282
| -8% | -$66.1K | 0.18% | 139 |
|
|
2018
Q2 | $691K | Sell |
15,672
-23,194
| -60% | -$1.02M | 0.18% | 143 |
|
|
2018
Q1 | $1.78M | Sell |
38,866
-19,461
| -33% | -$890K | 0.5% | 67 |
|
|
2017
Q4 | $2.76M | Sell |
58,327
-155
| -0.3% | -$7.33K | 0.71% | 36 |
|
|
2017
Q3 | $2.83M | Buy |
58,482
+10,698
| +22% | +$517K | 0.81% | 31 |
|
|
2017
Q2 | $2.4M | Buy |
47,784
+17,745
| +59% | +$890K | 0.7% | 41 |
|
|
2017
Q1 | $1.34M | Buy |
30,039
+7,995
| +36% | +$357K | 0.42% | 83 |
|
|
2016
Q4 | $848K | Buy |
22,044
+300
| +1% | +$11.5K | 0.27% | 103 |
|
|
2016
Q3 | $854K | Buy |
21,744
+12,100
| +125% | +$475K | 0.3% | 96 |
|
|
2016
Q2 | $395K | Sell |
9,644
-835
| -8% | -$34.2K | 0.15% | 144 |
|
|
2016
Q1 | $429K | Hold |
10,479
| – | – | 0.16% | 136 |
|
|
2015
Q4 | $383K | Hold |
10,479
| – | – | 0.15% | 131 |
|
|
2015
Q3 | $379K | Buy |
10,479
+50
| +0.5% | +$1.81K | 0.16% | 123 |
|
|
2015
Q2 | $420K | Buy |
10,429
+20
| +0.2% | +$805 | 0.16% | 115 |
|
|
2015
Q1 | $449K | Hold |
10,409
| – | – | 0.18% | 111 |
|
|
2014
Q4 | $468K | Sell |
10,409
-65
| -0.6% | -$2.92K | 0.19% | 113 |
|
|
2014
Q3 | $401K | Hold |
10,474
| – | – | 0.18% | 96 |
|
|
2014
Q2 | $425K | Buy |
10,474
+391
| +4% | +$15.9K | 0.17% | 115 |
|
|
2014
Q1 | $412K | Hold |
10,083
| – | – | 0.2% | 100 |
|
|
2013
Q4 | $386K | Hold |
10,083
| – | – | 0.18% | 108 |
|
|
2013
Q3 | $334K | Hold |
10,083
| – | – | 0.17% | 102 |
|
|
2013
Q2 | $310K | Buy |
+10,083
| New | +$310K | 0.19% | 95 |
|