SMC
Smith, Moore & Co’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Buy |
16,404
+150
| +0.9% | +$32.8K | 0.3% | 75 |
|
|
2025
Q1 | $2.27M | Buy |
16,254
+225
| +1% | +$31.5K | 0.21% | 101 |
|
|
2024
Q4 | $2.67M | Sell |
16,029
-430
| -3% | -$71.7K | 0.24% | 90 |
|
|
2024
Q3 | $2.8M | Buy |
16,459
+190
| +1% | +$32.4K | 0.27% | 75 |
|
|
2024
Q2 | $2.3M | Buy |
16,269
+2,561
| +19% | +$362K | 0.24% | 88 |
|
|
2024
Q1 | $1.72M | Sell |
13,708
-20
| -0.1% | -$2.51K | 0.18% | 113 |
|
|
2023
Q4 | $1.45M | Buy |
13,728
+50
| +0.4% | +$5.27K | 0.17% | 113 |
|
|
2023
Q3 | $1.45M | Sell |
13,678
-495
| -3% | -$52.4K | 0.19% | 101 |
|
|
2023
Q2 | $1.69M | Buy |
14,173
+551
| +4% | +$65.6K | 0.22% | 96 |
|
|
2023
Q1 | $1.27M | Buy |
13,622
+402
| +3% | +$37.4K | 0.17% | 112 |
|
|
2022
Q4 | $1.08M | Buy |
13,220
+345
| +3% | +$28.2K | 0.15% | 126 |
|
|
2022
Q3 | $786K | Buy |
12,875
+113
| +0.9% | +$6.9K | 0.12% | 155 |
|
|
2022
Q2 | $892K | Sell |
12,762
-263
| -2% | -$18.4K | 0.14% | 151 |
|
|
2022
Q1 | $1.08M | Sell |
13,025
-50
| -0.4% | -$4.14K | 0.15% | 136 |
|
|
2021
Q4 | $1.14M | Buy |
13,075
+135
| +1% | +$11.8K | 0.16% | 129 |
|
|
2021
Q3 | $1.13M | Sell |
12,940
-128
| -1% | -$11.1K | 0.17% | 118 |
|
|
2021
Q2 | $1.02M | Buy |
13,068
+4
| +0% | +$311 | 0.15% | 140 |
|
|
2021
Q1 | $917K | Buy |
13,064
+8,828
| +208% | +$620K | 0.15% | 147 |
|
|
2020
Q4 | $274K | Sell |
4,236
-9,120
| -68% | -$590K | 0.05% | 274 |
|
|
2020
Q3 | $797K | Buy |
13,356
+5
| +0% | +$298 | 0.17% | 119 |
|
|
2020
Q2 | $738K | Sell |
13,351
-1,184
| -8% | -$65.4K | 0.16% | 115 |
|
|
2020
Q1 | $702K | Buy |
14,535
+86
| +0.6% | +$4.15K | 0.19% | 112 |
|
|
2019
Q4 | $766K | Buy |
14,449
+404
| +3% | +$21.4K | 0.16% | 124 |
|
|
2019
Q3 | $773K | Sell |
14,045
-1,139
| -8% | -$62.7K | 0.17% | 113 |
|
|
2019
Q2 | $865K | Buy |
15,184
+5
| +0% | +$285 | 0.19% | 105 |
|
|
2019
Q1 | $815K | Buy |
15,179
+433
| +3% | +$23.2K | 0.19% | 109 |
|
|
2018
Q4 | $666K | Buy |
14,746
+1,073
| +8% | +$48.5K | 0.18% | 119 |
|
|
2018
Q3 | $705K | Buy |
13,673
+348
| +3% | +$17.9K | 0.16% | 129 |
|
|
2018
Q2 | $587K | Buy |
13,325
+3
| +0% | +$132 | 0.15% | 141 |
|
|
2018
Q1 | $609K | Buy |
13,322
+1,282
| +11% | +$58.6K | 0.16% | 136 |
|
|
2017
Q4 | $569K | Buy |
12,040
+996
| +9% | +$47.1K | 0.15% | 136 |
|
|
2017
Q3 | $534K | Buy |
11,044
+3,137
| +40% | +$152K | 0.15% | 130 |
|
|
2017
Q2 | $396K | Buy |
7,907
+2,200
| +39% | +$110K | 0.13% | 149 |
|
|
2017
Q1 | $255K | Buy |
+5,707
| New | +$255K | 0.09% | 200 |
|