Stokes Family Office’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.77M | Buy |
35,538
+189
| +0.5% | +$41.3K | 0.82% | 34 |
|
|
2025
Q1 | $4.94M | Sell |
35,349
-245
| -0.7% | -$34.3K | 0.56% | 44 |
|
|
2024
Q4 | $5.93M | Buy |
35,594
+392
| +1% | +$65.3K | 0.63% | 35 |
|
|
2024
Q3 | $6M | Buy |
35,202
+52
| +0.1% | +$8.86K | 0.66% | 32 |
|
|
2024
Q2 | $4.96M | Buy |
35,150
+230
| +0.7% | +$32.5K | 0.58% | 39 |
|
|
2024
Q1 | $4.39M | Buy |
34,920
+295
| +0.9% | +$37.1K | 0.55% | 45 |
|
|
2023
Q4 | $3.65M | Sell |
34,625
-15,108
| -30% | -$1.59M | 0.49% | 51 |
|
|
2023
Q3 | $5.27M | Buy |
49,733
+63
| +0.1% | +$6.67K | 0.62% | 34 |
|
|
2023
Q2 | $5.92M | Sell |
49,670
-15,598
| -24% | -$1.86M | 0.68% | 29 |
|
|
2023
Q1 | $6.06M | Sell |
65,268
-2,466
| -4% | -$229K | 0.76% | 27 |
|
|
2022
Q4 | $5.54M | Buy |
67,734
+978
| +1% | +$79.9K | 0.71% | 32 |
|
|
2022
Q3 | $4.08M | Sell |
66,756
-657
| -1% | -$40.1K | 0.58% | 40 |
|
|
2022
Q2 | $4.71M | Sell |
67,413
-466
| -0.7% | -$32.6K | 0.64% | 38 |
|
|
2022
Q1 | $5.62M | Sell |
67,879
-981
| -1% | -$81.2K | 0.75% | 32 |
|
|
2021
Q4 | $6.01M | Buy |
68,860
+1,006
| +1% | +$87.7K | 0.75% | 34 |
|
|
2021
Q3 | $5.91M | Buy |
67,854
+2,201
| +3% | +$192K | 0.82% | 32 |
|
|
2021
Q2 | $5.11M | Buy |
65,653
+734
| +1% | +$57.1K | 0.72% | 35 |
|
|
2021
Q1 | $4.56M | Sell |
64,919
-3,222
| -5% | -$226K | 0.71% | 35 |
|
|
2020
Q4 | $4.41M | Buy |
68,141
+1,113
| +2% | +$72K | 0.87% | 29 |
|
|
2020
Q3 | $4M | Buy |
67,028
+2,894
| +5% | +$173K | 0.91% | 27 |
|
|
2020
Q2 | $3.55M | Buy |
64,134
+1,086
| +2% | +$60K | 0.89% | 27 |
|
|
2020
Q1 | $3.05M | Buy |
63,048
+7,259
| +13% | +$351K | 0.81% | 31 |
|
|
2019
Q4 | $2.95M | Buy |
+55,789
| New | +$2.95M | 0.66% | 39 |
|