SIAP
Sterling Investment Advisors (Pennsylvania)’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Sell |
11,075
-1
| -0% | -$219 | 0.53% | 57 |
|
|
2025
Q1 | $1.55M | Buy |
11,076
+475
| +4% | +$66.4K | 0.37% | 75 |
|
|
2024
Q4 | $1.77M | Sell |
10,601
-122
| -1% | -$20.3K | 0.43% | 66 |
|
|
2024
Q3 | $1.83M | Buy |
10,723
+200
| +2% | +$34.1K | 0.46% | 63 |
|
|
2024
Q2 | $1.49M | Hold |
10,523
| – | – | 0.4% | 65 |
|
|
2024
Q1 | $1.32M | Buy |
10,523
+1
| +0% | +$126 | 0.37% | 69 |
|
|
2023
Q4 | $1.11M | Hold |
10,522
| – | – | 0.35% | 70 |
|
|
2023
Q3 | $1.11M | Sell |
10,522
-693
| -6% | -$73.4K | 0.39% | 66 |
|
|
2023
Q2 | $1.34M | Sell |
11,215
-100
| -0.9% | -$11.9K | 0.44% | 64 |
|
|
2023
Q1 | $1.05M | Sell |
11,315
-117
| -1% | -$10.9K | 0.35% | 71 |
|
|
2022
Q4 | $934K | Buy |
11,432
+61
| +0.5% | +$4.99K | 0.33% | 77 |
|
|
2022
Q3 | $694K | Buy |
11,371
+1,367
| +14% | +$83.4K | 0.26% | 90 |
|
|
2022
Q2 | $699K | Buy |
10,004
+600
| +6% | +$41.9K | 0.24% | 89 |
|
|
2022
Q1 | $778K | Sell |
9,404
-800
| -8% | -$66.2K | 0.22% | 96 |
|
|
2021
Q4 | $890K | Sell |
10,204
-200
| -2% | -$17.4K | 0.25% | 90 |
|
|
2021
Q3 | $907K | Sell |
10,404
-500
| -5% | -$43.6K | 0.27% | 86 |
|
|
2021
Q2 | $849K | Hold |
10,904
| – | – | 0.25% | 95 |
|
|
2021
Q1 | $765K | Sell |
10,904
-609
| -5% | -$42.7K | 0.25% | 97 |
|
|
2020
Q4 | $745K | Hold |
11,513
| – | – | 0.25% | 89 |
|
|
2020
Q3 | $687K | Hold |
11,513
| – | – | 0.26% | 84 |
|
|
2020
Q2 | $636K | Sell |
11,513
-800
| -6% | -$44.2K | 0.26% | 86 |
|
|
2020
Q1 | $595K | Buy |
12,313
+200
| +2% | +$9.67K | 0.31% | 75 |
|
|
2019
Q4 | $641K | Hold |
12,113
| – | – | 0.29% | 78 |
|
|
2019
Q3 | $667K | Hold |
12,113
| – | – | 0.34% | 73 |
|
|
2019
Q2 | $690K | Sell |
12,113
-2,500
| -17% | -$142K | 0.35% | 75 |
|
|
2019
Q1 | $785K | Hold |
14,613
| – | – | 0.4% | 64 |
|
|
2018
Q4 | $659K | Sell |
14,613
-400
| -3% | -$18K | 0.39% | 68 |
|
|
2018
Q3 | $774K | Sell |
15,013
-1,690
| -10% | -$87.1K | 0.41% | 64 |
|
|
2018
Q2 | $735K | Sell |
16,703
-200
| -1% | -$8.8K | 0.43% | 65 |
|
|
2018
Q1 | $773K | Hold |
16,903
| – | – | 0.47% | 62 |
|
|
2017
Q4 | $799K | Buy |
16,903
+200
| +1% | +$9.45K | 0.5% | 62 |
|
|
2017
Q3 | $808K | Buy |
16,703
+2,200
| +15% | +$106K | 0.54% | 58 |
|
|
2017
Q2 | $727K | Sell |
14,503
-97
| -0.7% | -$4.86K | 0.49% | 63 |
|
|
2017
Q1 | $651K | Sell |
14,600
-1,900
| -12% | -$84.7K | 0.47% | 61 |
|
|
2016
Q4 | $634K | Buy |
+16,500
| New | +$634K | 0.51% | 54 |
|