Stolper & Co’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-57,817
| Closed | -$8.08M | – | 91 |
|
|
2025
Q1 | $8.08M | Sell |
57,817
-439
| -0.8% | -$61.4K | 2.65% | 9 |
|
|
2024
Q4 | $9.71M | Sell |
58,256
-241
| -0.4% | -$40.2K | 3.23% | 5 |
|
|
2024
Q3 | $9.97M | Sell |
58,497
-292
| -0.5% | -$49.8K | 3.26% | 5 |
|
|
2024
Q2 | $8.3M | Buy |
58,789
+1,394
| +2% | +$197K | 2.92% | 7 |
|
|
2024
Q1 | $7.21M | Buy |
57,395
+130
| +0.2% | +$16.3K | 2.6% | 9 |
|
|
2023
Q4 | $6.04M | Buy |
57,265
+263
| +0.5% | +$27.7K | 2.43% | 12 |
|
|
2023
Q3 | $6.04M | Buy |
57,002
+162
| +0.3% | +$17.2K | 2.62% | 10 |
|
|
2023
Q2 | $6.77M | Sell |
56,840
-12,551
| -18% | -$1.49M | 2.85% | 7 |
|
|
2023
Q1 | $6.45M | Buy |
69,391
+102
| +0.1% | +$9.48K | 2.76% | 9 |
|
|
2022
Q4 | $5.66M | Buy |
69,289
+5,373
| +8% | +$439K | 2.48% | 11 |
|
|
2022
Q3 | $3.9M | Buy |
63,916
+731
| +1% | +$44.6K | 1.92% | 20 |
|
|
2022
Q2 | $4.42M | Buy |
63,185
+172
| +0.3% | +$12K | 2.07% | 16 |
|
|
2022
Q1 | $5.21M | Buy |
63,013
+394
| +0.6% | +$32.6K | 2.21% | 16 |
|
|
2021
Q4 | $5.46M | Sell |
62,619
-32
| -0.1% | -$2.79K | 2.43% | 12 |
|
|
2021
Q3 | $5.46M | Sell |
62,651
-685
| -1% | -$59.7K | 2.61% | 10 |
|
|
2021
Q2 | $4.93M | Buy |
63,336
+610
| +1% | +$47.5K | 2.32% | 16 |
|
|
2021
Q1 | $4.4M | Buy |
62,726
+1,359
| +2% | +$95.4K | 2.27% | 16 |
|
|
2020
Q4 | $3.97M | Sell |
61,367
-197
| -0.3% | -$12.7K | 2.23% | 18 |
|
|
2020
Q3 | $3.68M | Sell |
61,564
-490
| -0.8% | -$29.3K | 2.38% | 13 |
|
|
2020
Q2 | $3.43M | Sell |
62,054
-992
| -2% | -$54.8K | 2.24% | 13 |
|
|
2020
Q1 | $3.05M | Buy |
+63,046
| New | +$3.05M | 2.19% | 13 |
|