Stanford Investment Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-13,861
| Closed | -$533K | – | 195 |
|
|
2016
Q4 | $533K | Hold |
13,861
| – | – | 0.26% | 29 |
|
|
2016
Q3 | $544K | Buy |
13,861
+138
| +1% | +$5.42K | 0.26% | 30 |
|
|
2016
Q2 | $562K | Hold |
13,723
| – | – | 0.29% | 25 |
|
|
2016
Q1 | $561K | Sell |
13,723
-1,500
| -10% | -$61.3K | 0.32% | 23 |
|
|
2015
Q4 | $556K | Hold |
15,223
| – | – | 0.3% | 26 |
|
|
2015
Q3 | $550K | Sell |
15,223
-4,615
| -23% | -$167K | 0.4% | 21 |
|
|
2015
Q2 | $799K | Buy |
19,838
+1,348
| +7% | +$54.3K | 0.6% | 18 |
|
|
2015
Q1 | $798K | Hold |
18,490
| – | – | 0.64% | 18 |
|
|
2014
Q4 | $831K | Buy |
+18,490
| New | +$831K | 0.7% | 17 |
|