Sound Income Strategies’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Buy |
2,975
+194
| +7% | +$42.4K | 0.04% | 171 |
|
|
2025
Q1 | $389K | Sell |
2,781
-238
| -8% | -$33.3K | 0.02% | 204 |
|
|
2024
Q4 | $503K | Sell |
3,019
-139
| -4% | -$23.2K | 0.03% | 166 |
|
|
2024
Q3 | $538K | Buy |
3,158
+561
| +22% | +$95.6K | 0.03% | 163 |
|
|
2024
Q2 | $367K | Sell |
2,597
-962
| -27% | -$136K | 0.02% | 174 |
|
|
2024
Q1 | $447K | Sell |
3,559
-93
| -3% | -$11.7K | 0.03% | 163 |
|
|
2023
Q4 | $385K | Buy |
3,652
+9
| +0.2% | +$949 | 0.03% | 149 |
|
|
2023
Q3 | $386K | Buy |
3,643
+2
| +0.1% | +$212 | 0.03% | 124 |
|
|
2023
Q2 | $434K | Sell |
3,641
-99
| -3% | -$11.8K | 0.04% | 118 |
|
|
2023
Q1 | $348K | Buy |
3,740
+996
| +36% | +$92.5K | 0.04% | 119 |
|
|
2022
Q4 | $224K | Buy |
2,744
+1,325
| +93% | +$108K | 0.03% | 134 |
|
|
2022
Q3 | $87K | Buy |
1,419
+137
| +11% | +$8.4K | 0.01% | 180 |
|
|
2022
Q2 | $90K | Hold |
1,282
| – | – | 0.01% | 175 |
|
|
2022
Q1 | $106K | Buy |
1,282
+315
| +33% | +$26K | 0.01% | 168 |
|
|
2021
Q4 | $84K | Buy |
967
+5
| +0.5% | +$434 | 0.01% | 190 |
|
|
2021
Q3 | $84K | Buy |
962
+833
| +646% | +$72.7K | 0.01% | 182 |
|
|
2021
Q2 | $10K | Sell |
129
-503
| -80% | -$39K | ﹤0.01% | 481 |
|
|
2021
Q1 | $44.3K | Buy |
632
+400
| +172% | +$28.1K | 0.01% | 235 |
|
|
2020
Q4 | $15K | Hold |
232
| – | – | ﹤0.01% | 375 |
|
|
2020
Q3 | $14K | Sell |
232
-23
| -9% | -$1.39K | ﹤0.01% | 353 |
|
|
2020
Q2 | $14K | Hold |
255
| – | – | ﹤0.01% | 332 |
|
|
2020
Q1 | $12K | Buy |
255
+155
| +155% | +$7.29K | ﹤0.01% | 317 |
|
|
2019
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 464 |
|
|
2019
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 403 |
|
|
2019
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 420 |
|
|
2019
Q1 | $5K | Sell |
100
-298
| -75% | -$14.9K | ﹤0.01% | 448 |
|
|
2018
Q4 | $18K | Buy |
398
+298
| +298% | +$13.5K | 0.01% | 249 |
|
|
2018
Q3 | $5K | Sell |
100
-5
| -5% | -$250 | ﹤0.01% | 457 |
|
|
2018
Q2 | $5K | Sell |
105
-78
| -43% | -$3.71K | ﹤0.01% | 426 |
|
|
2018
Q1 | $8K | Buy |
183
+83
| +83% | +$3.63K | 0.01% | 322 |
|
|
2017
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 325 |
|