Shelton Capital Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.49M | Sell |
38,821
-103,818
| -73% | -$22.7M | 0.2% | 114 |
|
|
2025
Q1 | $19.9M | Sell |
142,639
-3,065
| -2% | -$429K | 0.48% | 52 |
|
|
2024
Q4 | $24.3M | Sell |
145,704
-7,349
| -5% | -$1.22M | 0.6% | 26 |
|
|
2024
Q3 | $26.1M | Buy |
153,053
+40
| +0% | +$6.82K | 0.67% | 25 |
|
|
2024
Q2 | $21.6M | Sell |
153,013
-12,916
| -8% | -$1.82M | 0.59% | 31 |
|
|
2024
Q1 | $20.8M | Buy |
165,929
+13,516
| +9% | +$1.7M | 0.59% | 31 |
|
|
2023
Q4 | $16.1M | Buy |
152,413
+67,966
| +80% | +$7.17M | 0.51% | 40 |
|
|
2023
Q3 | $8.94M | Buy |
84,447
+25,116
| +42% | +$2.66M | 0.33% | 73 |
|
|
2023
Q2 | $7.07M | Sell |
59,331
-91,000
| -61% | -$10.8M | 0.25% | 93 |
|
|
2023
Q1 | $14M | Buy |
150,331
+99,831
| +198% | +$9.28M | 0.58% | 29 |
|
|
2022
Q4 | $4.13M | Sell |
50,500
-170,014
| -77% | -$13.9M | 0.43% | 55 |
|
|
2022
Q3 | $13.5M | Buy |
220,514
+43,500
| +25% | +$2.66M | 0.64% | 29 |
|
|
2022
Q2 | $12.4M | Buy |
177,014
+16,900
| +11% | +$1.18M | 0.56% | 34 |
|
|
2022
Q1 | $13.2M | Buy |
160,114
+9,057
| +6% | +$749K | 0.49% | 42 |
|
|
2021
Q4 | $13.2M | Buy |
151,057
+46,359
| +44% | +$4.04M | 0.47% | 40 |
|
|
2021
Q3 | $9.12M | Sell |
104,698
-59,302
| -36% | -$5.17M | 0.36% | 58 |
|
|
2021
Q2 | $12.8M | Sell |
164,000
-41,999
| -20% | -$3.27M | 0.48% | 42 |
|
|
2021
Q1 | $14.5M | Buy |
205,999
+8,730
| +4% | +$613K | 0.5% | 38 |
|
|
2020
Q4 | $12.8M | Buy |
197,269
+586
| +0.3% | +$37.9K | 0.57% | 33 |
|
|
2020
Q3 | $11.7M | Buy |
196,683
+27,353
| +16% | +$1.63M | 0.49% | 37 |
|
|
2020
Q2 | $9.36M | Buy |
169,330
+44,400
| +36% | +$2.45M | 0.52% | 35 |
|
|
2020
Q1 | $6.04M | Sell |
124,930
-10,170
| -8% | -$492K | 0.44% | 43 |
|
|
2019
Q4 | $7.16M | Sell |
135,100
-39,131
| -22% | -$2.07M | 0.4% | 54 |
|
|
2019
Q3 | $9.59M | Buy |
174,231
+65,300
| +60% | +$3.59M | 0.57% | 35 |
|
|
2019
Q2 | $6.21M | Buy |
108,931
+104,810
| +2,543% | +$5.97M | 0.36% | 61 |
|
|
2019
Q1 | $76.7K | Sell |
4,121
-204,936
| -98% | -$3.82M | 0.3% | 69 |
|
|
2018
Q4 | $9.44M | Sell |
209,057
-19,900
| -9% | -$898K | 0.64% | 30 |
|
|
2018
Q3 | $11.8M | Buy |
228,957
+33,800
| +17% | +$1.74M | 0.67% | 30 |
|
|
2018
Q2 | $8.6M | Buy |
195,157
+5,700
| +3% | +$251K | 0.53% | 35 |
|
|
2018
Q1 | $8.67M | Buy |
189,457
+37,110
| +24% | +$1.7M | 0.57% | 36 |
|
|
2017
Q4 | $7.2M | Buy |
152,347
+54,873
| +56% | +$2.59M | 0.46% | 42 |
|
|
2017
Q3 | $4.71M | Sell |
97,474
-79,772
| -45% | -$3.86M | 0.32% | 67 |
|
|
2017
Q2 | $8.89M | Buy |
177,246
+45,000
| +34% | +$2.26M | 0.63% | 28 |
|
|
2017
Q1 | $5.9M | Buy |
132,246
+38,700
| +41% | +$1.73M | 0.41% | 45 |
|
|
2016
Q4 | $3.6M | Sell |
93,546
-100
| -0.1% | -$3.85K | 0.27% | 68 |
|
|
2016
Q3 | $3.68M | Sell |
93,646
-5,428
| -5% | -$213K | 0.31% | 63 |
|
|
2016
Q2 | $4.06M | Buy |
99,074
+645
| +0.7% | +$26.4K | 0.36% | 52 |
|
|
2016
Q1 | $4.03M | Sell |
98,429
-9,100
| -8% | -$372K | 0.36% | 51 |
|
|
2015
Q4 | $3.93M | Hold |
107,529
| – | – | 0.38% | 51 |
|
|
2015
Q3 | $3.88M | Buy |
107,529
+5,917
| +6% | +$214K | 0.43% | 45 |
|
|
2015
Q2 | $4.1M | Sell |
101,612
-2,835
| -3% | -$114K | 0.42% | 42 |
|
|
2015
Q1 | $4.51M | Buy |
104,447
+425
| +0.4% | +$18.3K | 0.49% | 36 |
|
|
2014
Q4 | $4.68M | Buy |
104,022
+801
| +0.8% | +$36K | 0.54% | 31 |
|
|
2014
Q3 | $3.95M | Sell |
103,221
-1,016
| -1% | -$38.9K | 0.53% | 32 |
|
|
2014
Q2 | $4.23M | Sell |
104,237
-1,200
| -1% | -$48.6K | 0.59% | 27 |
|
|
2014
Q1 | $4.31M | Buy |
105,437
+8,700
| +9% | +$356K | 0.63% | 24 |
|
|
2013
Q4 | $3.7M | Hold |
96,737
| – | – | 0.56% | 29 |
|
|
2013
Q3 | $3.21M | Sell |
96,737
-85,881
| -47% | -$2.85M | 0.54% | 32 |
|
|
2013
Q2 | $5.61M | Buy |
+182,618
| New | +$5.61M | 1.02% | 13 |
|