SFMG Wealth Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $621K | Buy |
|
|||||
|
2025
Q1 | $255K | Sell |
|
|||||
|
2024
Q4 | $473K | Sell |
|
|||||
|
2024
Q3 | $612K | Buy |
|
|||||
|
2024
Q2 | $500K | Sell |
|
|||||
|
2024
Q1 | $489K | Buy |
|
|||||
|
2023
Q4 | $362K | Sell |
|
|||||
|
2023
Q3 | $376K | Buy |
|
|||||
|
2023
Q2 | $263K | Sell |
|
|||||
|
2023
Q1 | $278K | Buy |
|
|||||
|
2022
Q4 | $214K | Sell |
|
|||||
|
2022
Q3 | $1.66M | Sell |
|
|||||
|
2022
Q2 | $1.81M | Buy |
|
|||||
|
2022
Q1 | $1.96M | Sell |
|
|||||
|
2021
Q4 | $2.1M | Buy |
|
|||||
|
2021
Q3 | $2.02M | Sell |
|
|||||
|
2021
Q2 | $1.81M | Buy |
|
|||||
|
2021
Q1 | $1.62M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $257K | Buy |
|
|||||
|
2019
Q3 | $265K | Hold |
|
|||||
|
2019
Q2 | $282K | Buy |
|
|||||
|
2019
Q1 | $258K | Buy |
|
|||||
|
2018
Q4 | $217K | Hold |
|
|||||
|
2018
Q3 | $234K | Buy |
|