Sequoia Financial Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.8M | Buy |
218,595
+8,460
| +4% | +$1.85M | 0.33% | 65 |
|
|
2025
Q1 | $29.4M | Sell |
210,135
-1,754
| -0.8% | -$245K | 0.23% | 91 |
|
|
2024
Q4 | $35.3M | Buy |
211,889
+1,527
| +0.7% | +$254K | 0.34% | 67 |
|
|
2024
Q3 | $35.8M | Buy |
210,362
+80,293
| +62% | +$13.7M | 0.38% | 64 |
|
|
2024
Q2 | $18.4M | Buy |
130,069
+13,186
| +11% | +$1.86M | 0.22% | 96 |
|
|
2024
Q1 | $14.7M | Sell |
116,883
-25,991
| -18% | -$3.26M | 0.18% | 109 |
|
|
2023
Q4 | $15.1M | Buy |
142,874
+98,744
| +224% | +$10.4M | 0.19% | 109 |
|
|
2023
Q3 | $4.67M | Buy |
44,130
+2,159
| +5% | +$229K | 0.08% | 158 |
|
|
2023
Q2 | $5M | Buy |
41,971
+8,999
| +27% | +$1.07M | 0.09% | 160 |
|
|
2023
Q1 | $3.06M | Buy |
32,972
+315
| +1% | +$29.3K | 0.07% | 173 |
|
|
2022
Q4 | $2.67M | Buy |
32,657
+12,408
| +61% | +$1.01M | 0.07% | 174 |
|
|
2022
Q3 | $1.24M | Sell |
20,249
-1,029
| -5% | -$62.9K | 0.04% | 195 |
|
|
2022
Q2 | $1.49M | Sell |
21,278
-2,393
| -10% | -$167K | 0.04% | 200 |
|
|
2022
Q1 | $1.96M | Buy |
23,671
+4,689
| +25% | +$388K | 0.05% | 193 |
|
|
2021
Q4 | $1.66M | Buy |
18,982
+13,198
| +228% | +$1.15M | 0.05% | 196 |
|
|
2021
Q3 | $504K | Sell |
5,784
-14,712
| -72% | -$1.28M | 0.05% | 153 |
|
|
2021
Q2 | $1.6M | Sell |
20,496
-411
| -2% | -$32K | 0.06% | 171 |
|
|
2021
Q1 | $1.47M | Buy |
20,907
+1,511
| +8% | +$106K | 0.06% | 157 |
|
|
2020
Q4 | $1.26M | Buy |
19,396
+1,903
| +11% | +$123K | 0.06% | 163 |
|
|
2020
Q3 | $1.04M | Sell |
17,493
-426
| -2% | -$25.4K | 0.06% | 164 |
|
|
2020
Q2 | $990K | Sell |
17,919
-3,840
| -18% | -$212K | 0.06% | 148 |
|
|
2020
Q1 | $1.05M | Buy |
21,759
+1,102
| +5% | +$53.3K | 0.08% | 114 |
|
|
2019
Q4 | $1.09M | Sell |
20,657
-2,148
| -9% | -$114K | 0.07% | 136 |
|
|
2019
Q3 | $1.26M | Sell |
22,805
-1,746
| -7% | -$96.1K | 0.09% | 114 |
|
|
2019
Q2 | $1.4M | Buy |
24,551
+1,212
| +5% | +$69.1K | 0.1% | 104 |
|
|
2019
Q1 | $1.25M | Buy |
23,339
+1,302
| +6% | +$70K | 0.1% | 107 |
|
|
2018
Q4 | $995K | Sell |
22,037
-1,588
| -7% | -$71.7K | 0.12% | 103 |
|
|
2018
Q3 | $1.22M | Sell |
23,625
-2,327
| -9% | -$120K | 0.12% | 99 |
|
|
2018
Q2 | $1.14M | Sell |
25,952
-95,424
| -79% | -$4.2M | 0.12% | 104 |
|
|
2018
Q1 | $5.55M | Buy |
121,376
+7,589
| +7% | +$347K | 0.58% | 31 |
|
|
2017
Q4 | $5.38M | Buy |
113,787
+5,539
| +5% | +$262K | 0.57% | 34 |
|
|
2017
Q3 | $5.23M | Buy |
108,248
+5,503
| +5% | +$266K | 0.62% | 28 |
|
|
2017
Q2 | $5.15M | Buy |
102,745
+12,147
| +13% | +$609K | 0.64% | 29 |
|
|
2017
Q1 | $4.04M | Buy |
90,598
+7,883
| +10% | +$352K | 0.51% | 38 |
|
|
2016
Q4 | $3.18M | Buy |
82,715
+8,032
| +11% | +$309K | 0.45% | 46 |
|
|
2016
Q3 | $2.93M | Buy |
74,683
+309
| +0.4% | +$12.1K | 0.55% | 32 |
|
|
2016
Q2 | $3.04M | Buy |
74,374
+7,948
| +12% | +$325K | 0.85% | 29 |
|
|
2016
Q1 | $2.72M | Buy |
66,426
+8,785
| +15% | +$359K | 0.88% | 27 |
|
|
2015
Q4 | $2.11M | Buy |
57,641
+45,680
| +382% | +$1.67M | 0.85% | 25 |
|
|
2015
Q3 | $432K | Sell |
11,961
-13
| -0.1% | -$470 | 0.19% | 95 |
|
|
2015
Q2 | $483K | Buy |
11,974
+4,841
| +68% | +$195K | 0.2% | 92 |
|
|
2015
Q1 | $308K | Buy |
7,133
+2,032
| +40% | +$87.7K | 0.14% | 125 |
|
|
2014
Q4 | $229K | Buy |
+5,101
| New | +$229K | 0.16% | 136 |
|