Royal Harbor Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $743K | Buy |
3,399
+5
| +0.1% | +$1.09K | 0.27% | 32 |
|
2025
Q1 | $475K | Buy |
3,394
+125
| +4% | +$17.5K | 0.18% | 33 |
|
2024
Q4 | $545K | Hold |
3,269
| – | – | 0.21% | 30 |
|
2024
Q3 | $557K | Hold |
3,269
| – | – | 0.22% | 31 |
|
2024
Q2 | $462K | Sell |
3,269
-79
| -2% | -$11.2K | 0.19% | 32 |
|
2024
Q1 | $421K | Buy |
3,348
+79
| +2% | +$9.92K | 0.18% | 42 |
|
2023
Q4 | $345K | Sell |
3,269
-10
| -0.3% | -$1.05K | 0.16% | 44 |
|
2023
Q3 | $347K | Buy |
3,279
+371
| +13% | +$39.3K | 0.18% | 43 |
|
2023
Q2 | $346K | Sell |
2,908
-540
| -16% | -$64.3K | 0.17% | 60 |
|
2023
Q1 | $320K | Hold |
3,448
| – | – | 0.17% | 64 |
|
2022
Q4 | $282K | Hold |
3,448
| – | – | 0.17% | 62 |
|
2022
Q3 | $211K | Hold |
3,448
| – | – | 0.14% | 71 |
|
2022
Q2 | $241K | Hold |
3,448
| – | – | 0.16% | 60 |
|
2022
Q1 | $285K | Hold |
3,448
| – | – | 0.18% | 67 |
|
2021
Q4 | $301K | Hold |
3,448
| – | – | 0.19% | 66 |
|
2021
Q3 | $300K | Sell |
3,448
-600
| -15% | -$52.2K | 0.21% | 69 |
|
2021
Q2 | $315K | Hold |
4,048
| – | – | 0.21% | 62 |
|
2021
Q1 | $284K | Hold |
4,048
| – | – | 0.22% | 62 |
|
2020
Q4 | $262K | Hold |
4,048
| – | – | 0.22% | 75 |
|
2020
Q3 | $242K | Hold |
4,048
| – | – | 0.23% | 73 |
|
2020
Q2 | $224K | Buy |
+4,048
| New | +$224K | 0.22% | 78 |
|
2020
Q1 | – | Sell |
-4,048
| Closed | -$214K | – | 81 |
|
2019
Q4 | $214K | Buy |
+4,048
| New | +$214K | 0.21% | 57 |
|