Shepherd Financial Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
10,005
+2,053
| +26% | +$449K | 0.23% | 71 |
|
|
2025
Q1 | $1.11M | Buy |
7,952
+2,845
| +56% | +$398K | 0.13% | 102 |
|
|
2024
Q4 | $851K | Buy |
5,107
+32
| +0.6% | +$5.33K | 0.1% | 106 |
|
|
2024
Q3 | $865K | Buy |
5,075
+470
| +10% | +$80.1K | 0.1% | 106 |
|
|
2024
Q2 | $650K | Buy |
4,605
+160
| +4% | +$22.6K | 0.08% | 127 |
|
|
2024
Q1 | $558K | Buy |
4,445
+14
| +0.3% | +$1.76K | 0.07% | 141 |
|
|
2023
Q4 | $467K | Buy |
4,431
+51
| +1% | +$5.38K | 0.07% | 144 |
|
|
2023
Q3 | $464K | Buy |
4,380
+251
| +6% | +$26.6K | 0.07% | 135 |
|
|
2023
Q2 | $492K | Sell |
4,129
-62
| -1% | -$7.38K | 0.08% | 129 |
|
|
2023
Q1 | $389K | Buy |
4,191
+4
| +0.1% | +$372 | 0.07% | 142 |
|
|
2022
Q4 | $342K | Buy |
4,187
+191
| +5% | +$15.6K | 0.06% | 139 |
|
|
2022
Q3 | $244K | Sell |
3,996
-424
| -10% | -$25.9K | 0.05% | 148 |
|
|
2022
Q2 | $309K | Buy |
4,420
+504
| +13% | +$35.2K | 0.06% | 133 |
|
|
2022
Q1 | $325K | Buy |
3,916
+425
| +12% | +$35.3K | 0.06% | 135 |
|
|
2021
Q4 | $304K | Hold |
3,491
| – | – | 0.05% | 134 |
|
|
2021
Q3 | $304K | Buy |
3,491
+1
| +0% | +$87 | 0.06% | 131 |
|
|
2021
Q2 | $272K | Buy |
3,490
+599
| +21% | +$46.7K | 0.05% | 132 |
|
|
2021
Q1 | $203K | Buy |
+2,891
| New | +$203K | 0.04% | 140 |
|
|
2018
Q4 | – | Sell |
-4,873
| Closed | -$214K | – | 138 |
|
|
2018
Q3 | $214K | Hold |
4,873
| – | – | 0.05% | 121 |
|
|
2018
Q2 | $219K | Buy |
4,873
+230
| +5% | +$10.3K | 0.05% | 121 |
|
|
2018
Q1 | $213K | Buy |
+4,643
| New | +$213K | 0.05% | 111 |
|