SWA
SFMG Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $621K | Buy |
2,841
+1,018
| +56% | +$223K | 0.05% | 132 |
|
|
2025
Q1 | $255K | Sell |
1,823
-1,015
| -36% | -$142K | 0.02% | 222 |
|
|
2024
Q4 | $473K | Sell |
2,838
-752
| -21% | -$125K | 0.04% | 156 |
|
|
2024
Q3 | $612K | Buy |
3,590
+50
| +1% | +$8.52K | 0.05% | 124 |
|
|
2024
Q2 | $500K | Sell |
3,540
-356
| -9% | -$50.3K | 0.04% | 136 |
|
|
2024
Q1 | $489K | Buy |
3,896
+465
| +14% | +$58.4K | 0.04% | 145 |
|
|
2023
Q4 | $362K | Sell |
3,431
-115
| -3% | -$12.1K | 0.03% | 171 |
|
|
2023
Q3 | $376K | Buy |
3,546
+1,337
| +61% | +$142K | 0.04% | 159 |
|
|
2023
Q2 | $263K | Sell |
2,209
-781
| -26% | -$93K | 0.03% | 192 |
|
|
2023
Q1 | $278K | Buy |
2,990
+367
| +14% | +$34.1K | 0.03% | 189 |
|
|
2022
Q4 | $214K | Sell |
2,623
-23,319
| -90% | -$1.91M | 0.02% | 219 |
|
|
2022
Q3 | $1.66M | Sell |
25,942
-33
| -0.1% | -$2.11K | 0.19% | 64 |
|
|
2022
Q2 | $1.82M | Buy |
25,975
+2,238
| +9% | +$156K | 0.21% | 60 |
|
|
2022
Q1 | $1.96M | Sell |
23,737
-397
| -2% | -$32.8K | 0.19% | 65 |
|
|
2021
Q4 | $2.11M | Buy |
24,134
+977
| +4% | +$85.2K | 0.2% | 65 |
|
|
2021
Q3 | $2.02M | Sell |
23,157
-117
| -0.5% | -$10.2K | 0.22% | 60 |
|
|
2021
Q2 | $1.81M | Buy |
23,274
+206
| +0.9% | +$16K | 0.2% | 60 |
|
|
2021
Q1 | $1.62M | Buy |
+23,068
| New | +$1.62M | 0.19% | 62 |
|
|
2020
Q1 | – | Sell |
-4,845
| Closed | -$257K | – | 168 |
|
|
2019
Q4 | $257K | Buy |
4,845
+31
| +0.6% | +$1.64K | 0.03% | 140 |
|
|
2019
Q3 | $265K | Hold |
4,814
| – | – | 0.04% | 125 |
|
|
2019
Q2 | $282K | Buy |
4,814
+3
| +0.1% | +$176 | 0.04% | 120 |
|
|
2019
Q1 | $258K | Buy |
4,811
+10
| +0.2% | +$536 | 0.04% | 122 |
|
|
2018
Q4 | $217K | Hold |
4,801
| – | – | 0.04% | 123 |
|
|
2018
Q3 | $234K | Buy |
+4,801
| New | +$234K | 0.04% | 119 |
|