Salem Investment Counselors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.64M | Buy |
34,933
+245
| +0.7% | +$53.6K | 0.24% | 65 |
|
2025
Q1 | $4.85M | Buy |
34,688
+489
| +1% | +$68.4K | 0.17% | 86 |
|
2024
Q4 | $5.7M | Buy |
34,199
+475
| +1% | +$79.2K | 0.19% | 78 |
|
2024
Q3 | $5.75M | Sell |
33,724
-59
| -0.2% | -$10.1K | 0.17% | 82 |
|
2024
Q2 | $4.77M | Sell |
33,783
-119
| -0.4% | -$16.8K | 0.15% | 88 |
|
2024
Q1 | $4.26M | Buy |
33,902
+20,025
| +144% | +$2.52M | 0.14% | 98 |
|
2023
Q4 | $1.46M | Buy |
13,877
+80
| +0.6% | +$8.43K | 0.05% | 158 |
|
2023
Q3 | $1.46M | Buy |
13,797
+277
| +2% | +$29.3K | 0.06% | 146 |
|
2023
Q2 | $1.61M | Sell |
13,520
-777
| -5% | -$92.5K | 0.06% | 141 |
|
2023
Q1 | $1.33M | Buy |
14,297
+123
| +0.9% | +$11.4K | 0.05% | 153 |
|
2022
Q4 | $1.16M | Sell |
14,174
-51
| -0.4% | -$4.17K | 0.05% | 165 |
|
2022
Q3 | $869K | Sell |
14,225
-501
| -3% | -$30.6K | 0.04% | 186 |
|
2022
Q2 | $1.03M | Buy |
14,726
+1,053
| +8% | +$73.6K | 0.05% | 178 |
|
2022
Q1 | $1.13M | Sell |
13,673
-802
| -6% | -$66.3K | 0.04% | 179 |
|
2021
Q4 | $1.26M | Buy |
14,475
+2,381
| +20% | +$208K | 0.04% | 169 |
|
2021
Q3 | $1.05M | Buy |
12,094
+100
| +0.8% | +$8.72K | 0.06% | 175 |
|
2021
Q2 | $934K | Sell |
11,994
-502
| -4% | -$39.1K | 0.05% | 177 |
|
2021
Q1 | $877K | Buy |
12,496
+799
| +7% | +$56.1K | 0.05% | 169 |
|
2020
Q4 | $757K | Buy |
11,697
+12
| +0.1% | +$777 | 0.05% | 168 |
|
2020
Q3 | $698K | Buy |
11,685
+996
| +9% | +$59.5K | 0.05% | 164 |
|
2020
Q2 | $591K | Sell |
10,689
-66
| -0.6% | -$3.65K | 0.05% | 164 |
|
2020
Q1 | $520K | Sell |
10,755
-100
| -0.9% | -$4.84K | 0.05% | 160 |
|
2019
Q4 | $575K | Buy |
10,855
+638
| +6% | +$33.8K | 0.05% | 176 |
|
2019
Q3 | $562K | Hold |
10,217
| – | – | 0.05% | 172 |
|
2019
Q2 | $582K | Sell |
10,217
-17,545
| -63% | -$999K | 0.05% | 175 |
|
2019
Q1 | $1.43M | Buy |
27,762
+17,195
| +163% | +$886K | 0.15% | 107 |
|
2018
Q4 | $477K | Sell |
10,567
-17,195
| -62% | -$776K | 0.06% | 139 |
|
2018
Q3 | $1.43M | Buy |
27,762
+17,040
| +159% | +$878K | 0.15% | 107 |
|
2018
Q2 | $472K | Sell |
10,722
-1,446
| -12% | -$63.7K | 0.04% | 156 |
|
2018
Q1 | $551K | Hold |
12,168
| – | – | 0.06% | 150 |
|
2017
Q4 | $575K | Hold |
12,168
| – | – | 0.06% | 150 |
|
2017
Q3 | $592K | Sell |
12,168
-1,563
| -11% | -$76K | 0.07% | 145 |
|
2017
Q2 | $688K | Sell |
13,731
-60
| -0.4% | -$3.01K | 0.08% | 144 |
|
2017
Q1 | $615K | Buy |
13,791
+350
| +3% | +$15.6K | 0.07% | 167 |
|
2016
Q4 | $517K | Sell |
13,441
-1,933
| -13% | -$74.4K | 0.06% | 172 |
|
2016
Q3 | $6.04K | Buy |
15,374
+320
| +2% | +$126 | 0.08% | 148 |
|
2016
Q2 | $616K | Sell |
15,054
-1,500
| -9% | -$61.4K | 0.07% | 164 |
|
2016
Q1 | $677K | Sell |
16,554
-700
| -4% | -$28.6K | 0.08% | 152 |
|
2015
Q4 | $630K | Hold |
17,254
| – | – | 0.08% | 159 |
|
2015
Q3 | $618K | Sell |
17,254
-50
| -0.3% | -$1.79K | 0.08% | 157 |
|
2015
Q2 | $697K | Sell |
17,304
-52,555
| -75% | -$2.12M | 0.08% | 161 |
|
2015
Q1 | $3.01M | Sell |
69,859
-3,710
| -5% | -$160K | 0.36% | 68 |
|
2014
Q4 | $3.31M | Sell |
73,569
-2,255
| -3% | -$101K | 0.39% | 66 |
|
2014
Q3 | $2.9M | Sell |
75,824
-2,930
| -4% | -$112K | 0.35% | 77 |
|
2014
Q2 | $3.19M | Buy |
78,754
+6,068
| +8% | +$246K | 0.39% | 71 |
|
2014
Q1 | $2.97M | Buy |
72,686
+2,327
| +3% | +$95.2K | 0.37% | 74 |
|
2013
Q4 | $2.69M | Sell |
70,359
-1,760
| -2% | -$67.3K | 0.35% | 73 |
|
2013
Q3 | $2.39M | Sell |
72,119
-10,725
| -13% | -$356K | 0.33% | 75 |
|
2013
Q2 | $2.54M | Buy |
+82,844
| New | +$2.54M | 0.37% | 75 |
|