Stonegate Investment 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
$21.1M Sell
96,335
-323
-0.3% -$70.6K 0.53% 37
2025
Q1
$13.5M Buy
96,658
+4,437
+5% +$620K 0.36% 45
2024
Q4
$15.4M Buy
92,221
+282
+0.3% +$47K 0.41% 42
2024
Q3
$15.7M Sell
91,939
-660
-0.7% -$112K 0.41% 43
2024
Q2
$13.1M Buy
92,599
+313
+0.3% +$44.2K 0.38% 45
2024
Q1
$11.6M Buy
92,286
+519
+0.6% +$65.2K 0.36% 44
2023
Q4
$9.68M Sell
91,767
-190
-0.2% -$20K 0.32% 48
2023
Q3
$9.74M Buy
91,957
+11,203
+14% +$1.19M 0.35% 42
2023
Q2
$9.62M Sell
80,754
-3,115
-4% -$371K 0.34% 46
2023
Q1
$7.79M Buy
83,869
+74,865
+831% +$6.96M 0.29% 51
2022
Q4
$736K Sell
9,004
-46
-0.5% -$3.76K 0.03% 173
2022
Q3
$553K Buy
9,050
+694
+8% +$42.4K 0.03% 174
2022
Q2
$584K Buy
8,356
+1,156
+16% +$80.8K 0.03% 176
2022
Q1
$596K Sell
7,200
-479
-6% -$39.7K 0.02% 160
2021
Q4
$670K Buy
+7,679
New +$670K 0.03% 155