Stonebridge Financial Planning Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $846K | Sell |
3,869
-1,107
| -22% | -$242K | 0.35% | 84 |
|
|
2025
Q1 | $696K | Sell |
4,976
-104
| -2% | -$14.5K | 0.32% | 88 |
|
|
2024
Q4 | $847K | Sell |
5,080
-243
| -5% | -$40.5K | 0.38% | 74 |
|
|
2024
Q3 | $907K | Hold |
5,323
| – | – | 0.43% | 65 |
|
|
2024
Q2 | $752K | Buy |
5,323
+323
| +6% | +$45.6K | 0.38% | 75 |
|
|
2024
Q1 | $628K | Hold |
5,000
| – | – | 0.33% | 83 |
|
|
2023
Q4 | $527K | Hold |
5,000
| – | – | 0.3% | 85 |
|
|
2023
Q3 | $530K | Hold |
5,000
| – | – | 0.34% | 74 |
|
|
2023
Q2 | $595K | Hold |
5,000
| – | – | 0.36% | 70 |
|
|
2023
Q1 | $465K | Buy |
5,000
+485
| +11% | +$45.1K | 0.3% | 86 |
|
|
2022
Q4 | $369K | Hold |
4,515
| – | – | 0.25% | 94 |
|
|
2022
Q3 | $276K | Hold |
4,515
| – | – | 0.19% | 99 |
|
|
2022
Q2 | $315K | Hold |
4,515
| – | – | 0.21% | 94 |
|
|
2022
Q1 | $374K | Hold |
4,515
| – | – | 0.21% | 83 |
|
|
2021
Q4 | $363K | Sell |
4,515
-200
| -4% | -$16.1K | 0.19% | 89 |
|
|
2021
Q3 | $453K | Buy |
4,715
+1,805
| +62% | +$173K | 0.22% | 77 |
|
|
2021
Q2 | $253K | Buy |
2,910
+2,310
| +385% | +$201K | 0.13% | 107 |
|
|
2021
Q1 | $46K | Hold |
600
| – | – | 0.03% | 220 |
|
|
2020
Q4 | $39K | Hold |
600
| – | – | 0.02% | 220 |
|
|
2020
Q3 | $36K | Hold |
600
| – | – | 0.03% | 214 |
|
|
2020
Q2 | $34K | Sell |
600
-350
| -37% | -$19.8K | 0.03% | 209 |
|
|
2020
Q1 | $50K | Buy |
950
+500
| +111% | +$26.3K | 0.05% | 170 |
|
|
2019
Q4 | $24K | Buy |
+450
| New | +$24K | 0.02% | 231 |
|