Stifel Trust’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $3.26M | Sell |
85,217
-6,193
| -7% | -$237K | 0.62% | 64 |
|
2014
Q2 | $3.71M | Buy |
91,410
+99
| +0.1% | +$4.01K | 0.69% | 61 |
|
2014
Q1 | $3.74M | Sell |
91,311
-7,165
| -7% | -$293K | 0.71% | 59 |
|
2013
Q4 | $3.77M | Sell |
98,476
-4,385
| -4% | -$168K | 0.71% | 57 |
|
2013
Q3 | $3.41M | Sell |
102,861
-4,240
| -4% | -$141K | 0.68% | 62 |
|
2013
Q2 | $3.29M | Buy |
+107,101
| New | +$3.29M | 0.68% | 60 |
|