Steward Partners Investment Advisory’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.4M | Buy |
258,191
+30,728
| +14% | +$6.72M | 0.44% | 39 |
|
|
2025
Q1 | $31.8M | Buy |
227,463
+7,057
| +3% | +$987K | 0.28% | 72 |
|
|
2024
Q4 | $36.7M | Sell |
220,406
-3,679
| -2% | -$613K | 0.33% | 64 |
|
|
2024
Q3 | $38.2M | Buy |
224,085
+25,558
| +13% | +$4.36M | 0.35% | 54 |
|
|
2024
Q2 | $28M | Buy |
198,527
+6,300
| +3% | +$890K | 0.3% | 66 |
|
|
2024
Q1 | $24.1M | Buy |
192,227
+41,918
| +28% | +$5.27M | 0.27% | 77 |
|
|
2023
Q4 | $15.8M | Buy |
150,309
+24,593
| +20% | +$2.59M | 0.21% | 99 |
|
|
2023
Q3 | $13.3M | Buy |
125,716
+6,753
| +6% | +$715K | 0.2% | 108 |
|
|
2023
Q2 | $14.2M | Buy |
118,963
+12,894
| +12% | +$1.54M | 0.21% | 102 |
|
|
2023
Q1 | $9.86M | Buy |
106,069
+2,042
| +2% | +$190K | 0.16% | 146 |
|
|
2022
Q4 | $8.5M | Buy |
104,027
+21,369
| +26% | +$1.75M | 0.14% | 163 |
|
|
2022
Q3 | $5.05M | Sell |
82,658
-3,847
| -4% | -$235K | 0.09% | 234 |
|
|
2022
Q2 | $6.04M | Buy |
86,505
+958
| +1% | +$66.9K | 0.11% | 202 |
|
|
2022
Q1 | $7.08M | Sell |
85,547
-26,184
| -23% | -$2.17M | 0.11% | 202 |
|
|
2021
Q4 | $9.74M | Buy |
111,731
+4,067
| +4% | +$355K | 0.15% | 154 |
|
|
2021
Q3 | $9.38M | Buy |
107,664
+7,976
| +8% | +$695K | 0.16% | 144 |
|
|
2021
Q2 | $7.76M | Buy |
99,688
+14,055
| +16% | +$1.09M | 0.13% | 169 |
|
|
2021
Q1 | $6.01M | Buy |
85,633
+12,806
| +18% | +$899K | 0.11% | 208 |
|
|
2020
Q4 | $4.71M | Sell |
72,827
-1,685
| -2% | -$109K | 0.1% | 203 |
|
|
2020
Q3 | $4.45M | Buy |
74,512
+6,885
| +10% | +$411K | 0.11% | 194 |
|
|
2020
Q2 | $3.74M | Buy |
67,627
+2,876
| +4% | +$159K | 0.11% | 198 |
|
|
2020
Q1 | $3.13M | Sell |
64,751
-10,995
| -15% | -$531K | 0.11% | 194 |
|
|
2019
Q4 | $4.01M | Sell |
75,746
-1,205
| -2% | -$63.8K | 0.12% | 187 |
|
|
2019
Q3 | $4.23M | Buy |
76,951
+10,193
| +15% | +$561K | 0.14% | 156 |
|
|
2019
Q2 | $3.8M | Sell |
66,758
-4,542
| -6% | -$259K | 0.14% | 155 |
|
|
2019
Q1 | $3.83M | Sell |
71,300
-57,776
| -45% | -$3.1M | 0.16% | 134 |
|
|
2018
Q4 | $5.83M | Sell |
129,076
-40,971
| -24% | -$1.85M | 0.28% | 90 |
|
|
2018
Q3 | $8.77M | Buy |
170,047
+18,970
| +13% | +$978K | 0.42% | 55 |
|
|
2018
Q2 | $6.66M | Buy |
151,077
+59,814
| +66% | +$2.64M | 0.4% | 55 |
|
|
2018
Q1 | $4.18M | Buy |
91,263
+5,510
| +6% | +$252K | 0.29% | 85 |
|
|
2017
Q4 | $4.05M | Buy |
85,753
+20,289
| +31% | +$959K | 0.31% | 84 |
|
|
2017
Q3 | $3.17M | Buy |
65,464
+2,923
| +5% | +$141K | 0.32% | 79 |
|
|
2017
Q2 | $3.14M | Buy |
62,541
+43,120
| +222% | +$2.16M | 0.35% | 76 |
|
|
2017
Q1 | $866K | Buy |
19,421
+7,329
| +61% | +$327K | 0.13% | 139 |
|
|
2016
Q4 | $464K | Buy |
+12,092
| New | +$464K | 0.21% | 112 |
|