Stephens Consulting’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683K | Sell |
3,125
-458
| -13% | -$100K | 0.16% | 50 |
|
|
2025
Q1 | $501K | Buy |
3,583
+127
| +4% | +$17.8K | 0.13% | 55 |
|
|
2024
Q4 | $576K | Buy |
3,456
+482
| +16% | +$80.3K | 0.14% | 53 |
|
|
2024
Q3 | $507K | Sell |
2,974
-1,075
| -27% | -$183K | 0.13% | 52 |
|
|
2024
Q2 | $572K | Buy |
4,049
+217
| +6% | +$30.6K | 0.16% | 47 |
|
|
2024
Q1 | $481K | Hold |
3,832
| – | – | 0.15% | 47 |
|
|
2023
Q4 | $404K | Hold |
3,832
| – | – | 0.14% | 52 |
|
|
2023
Q3 | $406K | Buy |
3,832
+1,400
| +58% | +$148K | 0.16% | 46 |
|
|
2023
Q2 | $290K | Hold |
2,432
| – | – | 0.11% | 61 |
|
|
2023
Q1 | $226K | Hold |
2,432
| – | – | 0.14% | 73 |
|
|
2022
Q4 | $199K | Hold |
2,432
| – | – | 0.13% | 71 |
|
|
2022
Q3 | $149K | Hold |
2,432
| – | – | 0.13% | 81 |
|
|
2022
Q2 | $170K | Hold |
2,432
| – | – | 0.14% | 71 |
|
|
2022
Q1 | $201K | Hold |
2,432
| – | – | 0.16% | 79 |
|
|
2021
Q4 | $212K | Buy |
+2,432
| New | +$212K | 0.18% | 87 |
|