Seneca House Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $594K | Buy |
4,036
+38
| +1% | +$6.18K | 0.24% | 64 |
|
|
2025
Q4 | $779K | Buy |
3,998
+10
| +0.3% | +$2.38K | 0.29% | 55 |
|
|
2025
Q3 | $1.12M | Buy |
3,988
+46
| +1% | +$11.7K | 0.45% | 41 |
|
|
2025
Q2 | $862K | Sell |
3,942
-7
| -0.2% | -$1.13K | 0.37% | 41 |
|
|
2025
Q1 | $552K | Sell |
3,949
-615
| -13% | -$100K | 0.24% | 53 |
|
|
2024
Q4 | $761K | Buy |
4,564
+48
| +1% | +$8.53K | 0.3% | 49 |
|
|
2024
Q3 | $770K | Buy |
4,516
+50
| +1% | +$7.24K | 0.32% | 44 |
|
|
2024
Q2 | $631K | Buy |
4,466
+59
| +1% | +$7.33K | 0.27% | 50 |
|
|
2024
Q1 | $554K | Hold |
4,407
| – | – | 0.24% | 57 |
|
|
2023
Q4 | $465K | Hold |
4,407
| – | – | 0.22% | 55 |
|
|
2023
Q3 | $486K | Buy |
4,407
+20
| +0.5% | +$2.31K | 0.25% | 54 |
|
|
2023
Q2 | $522K | Buy |
4,387
+80
| +2% | +$8.27K | 0.26% | 57 |
|
|
2023
Q1 | $400K | Sell |
4,307
-15
| -0.3% | -$1.31K | 0.21% | 62 |
|
|
2022
Q4 | $353K | Hold |
4,322
| – | – | 0.2% | 67 |
|
|
2022
Q3 | $264K | Hold |
4,322
| – | – | 0.2% | 69 |
|
|
2022
Q2 | $302K | Hold |
4,322
| – | – | 0.2% | 73 |
|
|
2022
Q1 | $358K | Hold |
4,322
| – | – | 0.19% | 69 |
|
|
2021
Q4 | $377K | Hold |
4,322
| – | – | 0.2% | 69 |
|
|
2021
Q3 | $377K | Buy |
4,322
+15
| +0.3% | +$1.32K | 0.23% | 67 |
|
|
2021
Q2 | $335K | Sell |
4,307
-134
| -3% | -$10.5K | 0.22% | 63 |
|
|
2021
Q1 | $312K | Buy |
4,441
+1
| +0% | +$65 | 0.22% | 61 |
|
|
2020
Q4 | $287K | Buy |
4,440
+18
| +0.4% | +$1.07K | 0.21% | 66 |
|
|
2020
Q3 | $264K | Buy |
4,422
+19
| +0.4% | +$1.08K | 0.21% | 63 |
|
|
2020
Q2 | $243K | Buy |
4,403
+20
| +0.5% | +$1.06K | 0.21% | 66 |
|
|
2020
Q1 | $212K | Buy |
4,383
+108
| +3% | +$5.57K | 0.22% | 59 |
|
|
2019
Q4 | $227K | Buy |
4,275
+17
| +0.4% | +$936 | 0.2% | 83 |
|
|
2019
Q3 | $234K | Buy |
4,258
+10
| +0.2% | +$552 | 0.22% | 77 |
|
|
2019
Q2 | $246K | Hold |
4,248
| – | – | 0.23% | 81 |
|
|
2019
Q1 | $228K | Buy |
+4,248
| New | +$216K | 0.2% | 89 |
|
|
2018
Q4 | – | Sell |
-4,108
| Closed | -$212K | – | 99 |
|
|
2018
Q3 | $212K | Buy |
+4,108
| New | +$200K | 0.17% | 93 |
|
Other funds holding ORCL
VCM
VPM
