Shufro Rose & Co’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Hold |
2,351
| – | – | 0.03% | 222 |
|
|
2025
Q1 | $329K | Hold |
2,351
| – | – | 0.03% | 226 |
|
|
2024
Q4 | $392K | Sell |
2,351
-249
| -10% | -$41.5K | 0.03% | 197 |
|
|
2024
Q3 | $367K | Hold |
2,600
| – | – | 0.03% | 210 |
|
|
2024
Q2 | $367K | Hold |
2,600
| – | – | 0.03% | 210 |
|
|
2024
Q1 | $327K | Sell |
2,600
-101
| -4% | -$12.7K | 0.03% | 221 |
|
|
2023
Q4 | $286K | Hold |
2,701
| – | – | 0.03% | 220 |
|
|
2023
Q3 | $286K | Hold |
2,701
| – | – | 0.03% | 219 |
|
|
2023
Q2 | $322K | Buy |
2,701
+101
| +4% | +$12K | 0.03% | 215 |
|
|
2023
Q1 | $242K | Sell |
2,600
-660
| -20% | -$61.3K | 0.02% | 251 |
|
|
2022
Q4 | $266K | Sell |
3,260
-55
| -2% | -$4.5K | 0.02% | 257 |
|
|
2022
Q3 | $202K | Hold |
3,315
| – | – | 0.02% | 276 |
|
|
2022
Q2 | $232K | Hold |
3,315
| – | – | 0.02% | 258 |
|
|
2022
Q1 | $274K | Buy |
3,315
+40
| +1% | +$3.31K | 0.02% | 241 |
|
|
2021
Q4 | $286K | Buy |
3,275
+800
| +32% | +$69.9K | 0.02% | 232 |
|
|
2021
Q3 | $216K | Buy |
+2,475
| New | +$216K | 0.02% | 259 |
|