Sittner & Nelson’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $450K | Buy |
2,058
+1
| +0% | +$219 | 0.18% | 86 |
|
2025
Q1 | $288K | Buy |
2,057
+50
| +2% | +$6.99K | 0.12% | 115 |
|
2024
Q4 | $334K | Buy |
2,007
+158
| +9% | +$26.3K | 0.14% | 92 |
|
2024
Q3 | $315K | Hold |
1,849
| – | – | 0.14% | 97 |
|
2024
Q2 | $261K | Buy |
1,849
+173
| +10% | +$24.4K | 0.13% | 95 |
|
2024
Q1 | $211K | Sell |
1,676
-124
| -7% | -$15.6K | 0.11% | 112 |
|
2023
Q4 | $190K | Hold |
1,800
| – | – | 0.1% | 115 |
|
2023
Q3 | $191K | Hold |
1,800
| – | – | 0.11% | 108 |
|
2023
Q2 | $214K | Hold |
1,800
| – | – | 0.12% | 103 |
|
2023
Q1 | $167K | Buy |
1,800
+481
| +36% | +$44.7K | 0.1% | 127 |
|
2022
Q4 | $108K | Hold |
1,319
| – | – | 0.07% | 159 |
|
2022
Q3 | $81K | Sell |
1,319
-364
| -22% | -$22.4K | 0.05% | 169 |
|
2022
Q2 | $118K | Buy |
1,683
+300
| +22% | +$21K | 0.08% | 132 |
|
2022
Q1 | $114K | Hold |
1,383
| – | – | 0.07% | 138 |
|
2021
Q4 | $121K | Hold |
1,383
| – | – | 0.07% | 134 |
|
2021
Q3 | $120K | Hold |
1,383
| – | – | 0.08% | 129 |
|
2021
Q2 | $108K | Hold |
1,383
| – | – | 0.08% | 126 |
|
2021
Q1 | $97K | Hold |
1,383
| – | – | 0.07% | 127 |
|
2020
Q4 | $89K | Buy |
+1,383
| New | +$89K | 0.08% | 121 |
|