SGK
Steigerwald Gordon & Koch’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3M | Buy |
74,530
+12,077
| +19% | +$2.64M | 1.72% | 26 |
|
|
2025
Q1 | $8.73M | Buy |
62,453
+56,600
| +967% | +$7.91M | 0.97% | 41 |
|
|
2024
Q4 | $975K | Sell |
5,853
-17
| -0.3% | -$2.83K | 0.11% | 64 |
|
|
2024
Q3 | $1M | Buy |
5,870
+70
| +1% | +$11.9K | 0.11% | 64 |
|
|
2024
Q2 | $819K | Buy |
5,800
+496
| +9% | +$70K | 0.1% | 65 |
|
|
2024
Q1 | $666K | Buy |
5,304
+7
| +0.1% | +$879 | 0.08% | 74 |
|
|
2023
Q4 | $558K | Buy |
5,297
+84
| +2% | +$8.86K | 0.08% | 78 |
|
|
2023
Q3 | $552K | Buy |
5,213
+83
| +2% | +$8.79K | 0.08% | 73 |
|
|
2023
Q2 | $611K | Sell |
5,130
-18
| -0.3% | -$2.14K | 0.09% | 70 |
|
|
2023
Q1 | $478K | Sell |
5,148
-54
| -1% | -$5.02K | 0.07% | 78 |
|
|
2022
Q4 | $425K | Buy |
5,202
+119
| +2% | +$9.73K | 0.07% | 82 |
|
|
2022
Q3 | $310K | Buy |
5,083
+902
| +22% | +$55K | 0.06% | 84 |
|
|
2022
Q2 | $292K | Buy |
4,181
+32
| +0.8% | +$2.24K | 0.05% | 91 |
|
|
2022
Q1 | $343K | Sell |
4,149
-439
| -10% | -$36.3K | 0.05% | 89 |
|
|
2021
Q4 | $400K | Sell |
4,588
-568
| -11% | -$49.5K | 0.06% | 85 |
|
|
2021
Q3 | $449K | Buy |
5,156
+88
| +2% | +$7.66K | 0.07% | 80 |
|
|
2021
Q2 | $394K | Buy |
5,068
+34
| +0.7% | +$2.64K | 0.07% | 85 |
|
|
2021
Q1 | $353K | Buy |
5,034
+89
| +2% | +$6.24K | 0.07% | 83 |
|
|
2020
Q4 | $320K | Buy |
4,945
+165
| +3% | +$10.7K | 0.07% | 84 |
|
|
2020
Q3 | $285K | Buy |
4,780
+100
| +2% | +$5.96K | 0.07% | 83 |
|
|
2020
Q2 | $259K | Buy |
4,680
+349
| +8% | +$19.3K | 0.07% | 81 |
|
|
2020
Q1 | $209K | Sell |
4,331
-33
| -0.8% | -$1.59K | 0.07% | 81 |
|
|
2019
Q4 | $231K | Buy |
+4,364
| New | +$231K | 0.05% | 85 |
|
|
2017
Q4 | – | Sell |
-4,989
| Closed | -$241K | – | 92 |
|
|
2017
Q3 | $241K | Buy |
4,989
+2
| +0% | +$97 | 0.07% | 79 |
|
|
2017
Q2 | $250K | Sell |
4,987
-148
| -3% | -$7.42K | 0.07% | 75 |
|
|
2017
Q1 | $229K | Buy |
+5,135
| New | +$229K | 0.07% | 76 |
|