Security National Trust’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.87M | Hold |
49,690
| – | – | 0.9% | 39 |
|
|
2021
Q2 | $3.87M | Sell |
49,690
-1,565
| -3% | -$122K | 0.86% | 40 |
|
|
2021
Q1 | $3.6M | Sell |
51,255
-1,705
| -3% | -$120K | 0.85% | 39 |
|
|
2020
Q4 | $3.43M | Buy |
52,960
+475
| +0.9% | +$30.7K | 0.85% | 38 |
|
|
2020
Q3 | $3.13M | Buy |
52,485
+700
| +1% | +$41.8K | 0.88% | 36 |
|
|
2020
Q2 | $2.86M | Buy |
51,785
+1,057
| +2% | +$58.4K | 0.86% | 39 |
|
|
2020
Q1 | $2.45M | Buy |
50,728
+375
| +0.7% | +$18.1K | 0.89% | 36 |
|
|
2019
Q4 | $2.67M | Buy |
50,353
+604
| +1% | +$32K | 0.78% | 43 |
|
|
2019
Q3 | $2.74M | Sell |
49,749
-215
| -0.4% | -$11.8K | 0.86% | 41 |
|
|
2019
Q2 | $2.85M | Sell |
49,964
-80
| -0.2% | -$4.56K | 0.89% | 39 |
|
|
2019
Q1 | $2.69M | Buy |
50,044
+2,850
| +6% | +$153K | 0.86% | 39 |
|
|
2018
Q4 | $2.13M | Sell |
47,194
-23
| -0% | -$1.04K | 0.79% | 43 |
|
|
2018
Q3 | $2.43M | Buy |
47,217
+1,855
| +4% | +$95.6K | 0.76% | 45 |
|
|
2018
Q2 | $2M | Buy |
45,362
+60
| +0.1% | +$2.64K | 0.66% | 51 |
|
|
2018
Q1 | $2.07M | Buy |
45,302
+233
| +0.5% | +$10.7K | 0.69% | 48 |
|
|
2017
Q4 | $2.13M | Sell |
45,069
-148
| -0.3% | -$7K | 0.69% | 49 |
|
|
2017
Q3 | $2.19M | Sell |
45,217
-55
| -0.1% | -$2.66K | 0.72% | 49 |
|
|
2017
Q2 | $2.27M | Buy |
45,272
+1,045
| +2% | +$52.4K | 0.76% | 44 |
|
|
2017
Q1 | $1.97M | Buy |
44,227
+130
| +0.3% | +$5.8K | 0.66% | 51 |
|
|
2016
Q4 | $1.7M | Buy |
44,097
+599
| +1% | +$23K | 0.61% | 53 |
|
|
2016
Q3 | $1.71M | Sell |
43,498
-59
| -0.1% | -$2.32K | 0.62% | 53 |
|
|
2016
Q2 | $1.78M | Buy |
43,557
+384
| +0.9% | +$15.7K | 0.66% | 47 |
|
|
2016
Q1 | $1.77M | Buy |
43,173
+534
| +1% | +$21.8K | 0.66% | 44 |
|
|
2015
Q4 | $1.56M | Buy |
42,639
+1,520
| +4% | +$55.5K | 0.61% | 50 |
|
|
2015
Q3 | $1.49M | Buy |
41,119
+1,575
| +4% | +$56.9K | 0.58% | 50 |
|
|
2015
Q2 | $1.59M | Buy |
39,544
+1,115
| +3% | +$44.9K | 0.57% | 49 |
|
|
2015
Q1 | $1.66M | Buy |
38,429
+2,495
| +7% | +$108K | 0.59% | 50 |
|
|
2014
Q4 | $1.62M | Sell |
35,934
-172
| -0.5% | -$7.74K | 0.59% | 51 |
|
|
2014
Q3 | $1.38M | Buy |
36,106
+196
| +0.5% | +$7.5K | 0.56% | 50 |
|
|
2014
Q2 | $1.46M | Buy |
35,910
+898
| +3% | +$36.4K | 0.57% | 52 |
|
|
2014
Q1 | $1.43M | Sell |
35,012
-480
| -1% | -$19.6K | 0.58% | 49 |
|
|
2013
Q4 | $1.36M | Sell |
35,492
-200
| -0.6% | -$7.65K | 0.56% | 50 |
|
|
2013
Q3 | $1.18M | Buy |
35,692
+5,424
| +18% | +$180K | 0.53% | 53 |
|
|
2013
Q2 | $929K | Buy |
+30,268
| New | +$929K | 0.45% | 61 |
|