Sowell Financial Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Sell |
17,704
-1,128
| -6% | -$247K | 0.16% | 134 |
|
|
2025
Q1 | $2.63M | Sell |
18,832
-6,946
| -27% | -$971K | 0.12% | 173 |
|
|
2024
Q4 | $4.3M | Buy |
25,778
+224
| +0.9% | +$37.3K | 0.23% | 107 |
|
|
2024
Q3 | $4.35M | Buy |
25,554
+6,323
| +33% | +$1.08M | 0.2% | 118 |
|
|
2024
Q2 | $2.72M | Buy |
19,231
+1,102
| +6% | +$156K | 0.13% | 171 |
|
|
2024
Q1 | $2.28M | Buy |
18,129
+2,657
| +17% | +$334K | 0.11% | 204 |
|
|
2023
Q4 | $1.63M | Sell |
15,472
-1,554
| -9% | -$164K | 0.09% | 249 |
|
|
2023
Q3 | $1.8M | Buy |
17,026
+2,112
| +14% | +$224K | 0.11% | 203 |
|
|
2023
Q2 | $1.78M | Buy |
14,914
+4,336
| +41% | +$516K | 0.1% | 234 |
|
|
2023
Q1 | $983K | Sell |
10,578
-4,607
| -30% | -$428K | 0.08% | 296 |
|
|
2022
Q4 | $1.24M | Buy |
15,185
+993
| +7% | +$81.2K | 0.08% | 278 |
|
|
2022
Q3 | $867K | Buy |
14,192
+1,829
| +15% | +$112K | 0.09% | 253 |
|
|
2022
Q2 | $864K | Buy |
+12,363
| New | +$864K | 0.08% | 177 |
|
|
2022
Q1 | – | Sell |
-10,942
| Closed | -$954K | – | 400 |
|
|
2021
Q4 | $954K | Buy |
10,942
+242
| +2% | +$21.1K | 0.05% | 338 |
|
|
2021
Q3 | $932K | Buy |
+10,700
| New | +$932K | 0.06% | 305 |
|
|
2021
Q2 | – | Sell |
-9,138
| Closed | -$729K | – | 2041 |
|
|
2021
Q1 | $729K | Sell |
9,138
-2,446
| -21% | -$195K | 0.03% | 510 |
|
|
2020
Q4 | $749K | Sell |
11,584
-100
| -0.9% | -$6.47K | 0.03% | 402 |
|
|
2020
Q3 | $698K | Sell |
11,684
-28,560
| -71% | -$1.71M | 0.03% | 382 |
|
|
2020
Q2 | $2.22M | Buy |
40,244
+29,802
| +285% | +$1.65M | 0.12% | 158 |
|
|
2020
Q1 | $505K | Buy |
10,442
+622
| +6% | +$30.1K | 0.04% | 397 |
|
|
2019
Q4 | $520K | Sell |
9,820
-3,398
| -26% | -$180K | 0.04% | 441 |
|
|
2019
Q3 | $727K | Buy |
+13,218
| New | +$727K | 0.06% | 314 |
|
|
2019
Q1 | $586K | Buy |
10,914
+242
| +2% | +$13K | 0.07% | 288 |
|
|
2018
Q4 | $482K | Buy |
10,672
+1,495
| +16% | +$67.5K | 0.07% | 280 |
|
|
2018
Q3 | $473K | Sell |
9,177
-554
| -6% | -$28.6K | 0.07% | 204 |
|
|
2018
Q2 | $467K | Buy |
9,731
+500
| +5% | +$24K | 0.1% | 178 |
|
|
2018
Q1 | $420K | Sell |
9,231
-130
| -1% | -$5.92K | 0.11% | 171 |
|
|
2017
Q4 | $470K | Buy |
9,361
+475
| +5% | +$23.8K | 0.11% | 165 |
|
|
2017
Q3 | $450K | Buy |
8,886
+209
| +2% | +$10.6K | 0.12% | 153 |
|
|
2017
Q2 | $426K | Buy |
8,677
+501
| +6% | +$24.6K | 0.12% | 153 |
|
|
2017
Q1 | $367K | Buy |
8,176
+1,593
| +24% | +$71.5K | 0.11% | 166 |
|
|
2016
Q4 | $273K | Buy |
+6,583
| New | +$273K | 0.09% | 161 |
|