Sarah T. Connolly’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,325
| Closed | -$277K | – | 91 |
|
|
2023
Q2 | $277K | Hold |
2,325
| – | – | 0.17% | 83 |
|
|
2023
Q1 | $216K | Sell |
2,325
-200
| -8% | -$18.6K | 0.14% | 91 |
|
|
2022
Q4 | $206K | Buy |
+2,525
| New | +$206K | 0.14% | 93 |
|
|
2022
Q3 | – | Sell |
-3,450
| Closed | -$241K | – | 96 |
|
|
2022
Q2 | $241K | Sell |
3,450
-125
| -3% | -$8.73K | 0.16% | 89 |
|
|
2022
Q1 | $296K | Hold |
3,575
| – | – | 0.17% | 84 |
|
|
2021
Q4 | $312K | Buy |
3,575
+375
| +12% | +$32.7K | 0.17% | 82 |
|
|
2021
Q3 | $279K | Hold |
3,200
| – | – | 0.23% | 87 |
|
|
2021
Q2 | $249K | Buy |
+3,200
| New | +$249K | 0.2% | 87 |
|