Steph & Co’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.4K | Sell |
395
-4
| -1% | -$875 | 0.03% | 150 |
|
|
2025
Q1 | $55.8K | Buy |
399
+26
| +7% | +$3.64K | 0.02% | 171 |
|
|
2024
Q4 | $62.2K | Sell |
373
-249
| -40% | -$41.5K | 0.02% | 171 |
|
|
2024
Q3 | $106K | Buy |
622
+145
| +30% | +$24.7K | 0.03% | 154 |
|
|
2024
Q2 | $67.4K | Buy |
477
+16
| +3% | +$2.26K | 0.02% | 165 |
|
|
2024
Q1 | $57.9K | Buy |
461
+191
| +71% | +$24K | 0.02% | 172 |
|
|
2023
Q4 | $28.5K | Hold |
270
| – | – | 0.01% | 177 |
|
|
2023
Q3 | $28.6K | Hold |
270
| – | – | 0.02% | 188 |
|
|
2023
Q2 | $32.2K | Hold |
270
| – | – | 0.02% | 175 |
|
|
2023
Q1 | $25.1K | Hold |
270
| – | – | 0.02% | 176 |
|
|
2022
Q4 | $22K | Hold |
270
| – | – | 0.01% | 184 |
|
|
2022
Q3 | $16K | Hold |
270
| – | – | 0.01% | 189 |
|
|
2022
Q2 | $19K | Sell |
270
-766
| -74% | -$53.9K | 0.01% | 181 |
|
|
2022
Q1 | $86K | Hold |
1,036
| – | – | 0.05% | 159 |
|
|
2021
Q4 | $90K | Buy |
1,036
+416
| +67% | +$36.1K | 0.05% | 156 |
|
|
2021
Q3 | $54K | Buy |
620
+350
| +130% | +$30.5K | 0.03% | 172 |
|
|
2021
Q2 | $21K | Hold |
270
| – | – | 0.01% | 195 |
|
|
2021
Q1 | $19K | Hold |
270
| – | – | 0.01% | 196 |
|
|
2020
Q4 | $17K | Hold |
270
| – | – | 0.01% | 202 |
|
|
2020
Q3 | $16K | Sell |
270
-3,394
| -93% | -$201K | 0.02% | 190 |
|
|
2020
Q2 | $203K | Hold |
3,664
| – | – | 0.2% | 52 |
|
|
2020
Q1 | $177K | Sell |
3,664
-747
| -17% | -$36.1K | 0.2% | 56 |
|
|
2019
Q4 | $234K | Buy |
+4,411
| New | +$234K | 0.2% | 62 |
|