Sanders Morris Harris’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
1,025
-18,460
| -95% | -$4.04M | 0.05% | 134 |
|
|
2025
Q1 | $2.76M | Hold |
19,485
| – | – | 0.43% | 42 |
|
|
2024
Q4 | $3.25M | Buy |
19,485
+25
| +0.1% | +$4.17K | 0.49% | 34 |
|
|
2024
Q3 | $3.32M | Hold |
19,460
| – | – | 0.55% | 31 |
|
|
2024
Q2 | $2.75M | Hold |
19,460
| – | – | 0.45% | 39 |
|
|
2024
Q1 | $2.44M | Buy |
19,460
+1,000
| +5% | +$126K | 0.45% | 39 |
|
|
2023
Q4 | $1.93M | Sell |
18,460
-1,000
| -5% | -$105K | 0.95% | 29 |
|
|
2023
Q3 | $2.07M | Hold |
19,460
| – | – | 0.42% | 39 |
|
|
2023
Q2 | $2.28M | Buy |
+19,460
| New | +$2.28M | 0.51% | 27 |
|
|
2023
Q1 | – | Sell |
-19,460
| Closed | -$1.59M | – | 219 |
|
|
2022
Q4 | $1.59M | Hold |
19,460
| – | – | 0.6% | 28 |
|
|
2022
Q3 | $1.23M | Hold |
19,460
| – | – | 0.3% | 51 |
|
|
2022
Q2 | $1.38M | Hold |
19,460
| – | – | 0.3% | 55 |
|
|
2022
Q1 | $1.61M | Sell |
19,460
-83
| -0.4% | -$6.87K | 0.31% | 53 |
|
|
2021
Q4 | $1.71M | Buy |
19,543
+933
| +5% | +$81.8K | 0.3% | 54 |
|
|
2021
Q3 | $1.72M | Hold |
18,610
| – | – | 0.31% | 55 |
|
|
2021
Q2 | $1.55M | Hold |
18,610
| – | – | 0.3% | 68 |
|
|
2021
Q1 | $1.38M | Buy |
18,610
+150
| +0.8% | +$11.1K | 0.29% | 63 |
|
|
2020
Q4 | $1.15M | Hold |
18,460
| – | – | 0.26% | 72 |
|
|
2020
Q3 | $1.13M | Buy |
+18,460
| New | +$1.13M | 0.31% | 68 |
|
|
2020
Q2 | – | Sell |
-9,784
| Closed | -$521K | – | 173 |
|
|
2020
Q1 | $521K | Buy |
9,784
+1,497
| +18% | +$79.7K | 0.51% | 49 |
|
|
2019
Q4 | $447K | Buy |
8,287
+2,000
| +32% | +$108K | 0.1% | 170 |
|
|
2019
Q3 | $332K | Buy |
6,287
+2,507
| +66% | +$132K | 0.08% | 192 |
|
|
2019
Q2 | $219K | Buy |
+3,780
| New | +$219K | 0.06% | 241 |
|
|
2016
Q2 | – | Sell |
-21,502
| Closed | -$880K | – | 306 |
|
|
2016
Q1 | $880K | Buy |
+21,502
| New | +$880K | 0.15% | 133 |
|