SFS
Strategic Financial Services’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.78M | Sell |
26,450
-885
| -3% | -$193K | 0.31% | 29 |
|
|
2025
Q1 | $3.82M | Sell |
27,335
-1,202
| -4% | -$168K | 0.22% | 29 |
|
|
2024
Q4 | $4.76M | Sell |
28,537
-1,657
| -5% | -$276K | 0.28% | 28 |
|
|
2024
Q3 | $5.15M | Sell |
30,194
-850
| -3% | -$145K | 0.31% | 24 |
|
|
2024
Q2 | $4.38M | Sell |
31,044
-745
| -2% | -$105K | 0.28% | 27 |
|
|
2024
Q1 | $3.99M | Sell |
31,789
-1,317
| -4% | -$165K | 0.26% | 28 |
|
|
2023
Q4 | $3.49M | Sell |
33,106
-703
| -2% | -$74.1K | 0.25% | 29 |
|
|
2023
Q3 | $3.58M | Sell |
33,809
-716
| -2% | -$75.8K | 0.28% | 27 |
|
|
2023
Q2 | $3.9M | Sell |
34,525
-987
| -3% | -$112K | 0.29% | 28 |
|
|
2023
Q1 | $3.3M | Sell |
35,512
-2,085
| -6% | -$194K | 0.26% | 28 |
|
|
2022
Q4 | $3.07M | Sell |
37,597
-3,747
| -9% | -$306K | 0.25% | 31 |
|
|
2022
Q3 | $2.53M | Sell |
41,344
-1,623
| -4% | -$99.1K | 0.22% | 36 |
|
|
2022
Q2 | $3M | Sell |
42,967
-1,550
| -3% | -$108K | 0.26% | 32 |
|
|
2022
Q1 | $3.68M | Sell |
44,517
-1,125
| -2% | -$93.1K | 0.28% | 35 |
|
|
2021
Q4 | $3.98M | Sell |
45,642
-2,251
| -5% | -$196K | 0.3% | 37 |
|
|
2021
Q3 | $4.17M | Sell |
47,893
-1,612
| -3% | -$140K | 0.33% | 29 |
|
|
2021
Q2 | $3.85M | Sell |
49,505
-1,580
| -3% | -$123K | 0.31% | 33 |
|
|
2021
Q1 | $3.59M | Sell |
51,085
-5,005
| -9% | -$351K | 0.3% | 40 |
|
|
2020
Q4 | $3.63M | Sell |
56,090
-2,090
| -4% | -$135K | 0.33% | 41 |
|
|
2020
Q3 | $3.47M | Sell |
58,180
-1,850
| -3% | -$110K | 0.36% | 39 |
|
|
2020
Q2 | $3.32M | Sell |
60,030
-16,230
| -21% | -$897K | 0.37% | 40 |
|
|
2020
Q1 | $3.69M | Sell |
76,260
-7,495
| -9% | -$362K | 0.49% | 36 |
|
|
2019
Q4 | $4.44M | Sell |
83,755
-13,807
| -14% | -$731K | 0.51% | 51 |
|
|
2019
Q3 | $5.37M | Sell |
97,562
-2,741
| -3% | -$151K | 0.69% | 42 |
|
|
2019
Q2 | $5.71M | Sell |
100,303
-2,855
| -3% | -$163K | 0.75% | 35 |
|
|
2019
Q1 | $5.54M | Buy |
103,158
+163
| +0.2% | +$8.76K | 0.77% | 35 |
|
|
2018
Q4 | $4.65M | Sell |
102,995
-796
| -0.8% | -$35.9K | 0.73% | 38 |
|
|
2018
Q3 | $5.35M | Sell |
103,791
-585
| -0.6% | -$30.2K | 0.8% | 30 |
|
|
2018
Q2 | $4.6M | Buy |
104,376
+715
| +0.7% | +$31.5K | 0.71% | 36 |
|
|
2018
Q1 | $4.74M | Buy |
103,661
+22,093
| +27% | +$1.01M | 0.77% | 29 |
|
|
2017
Q4 | $3.86M | Buy |
81,568
+480
| +0.6% | +$22.7K | 0.61% | 53 |
|
|
2017
Q3 | $3.92M | Buy |
81,088
+629
| +0.8% | +$30.4K | 0.65% | 46 |
|
|
2017
Q2 | $4.03M | Sell |
80,459
-114
| -0.1% | -$5.72K | 0.71% | 39 |
|
|
2017
Q1 | $3.59M | Sell |
80,573
-205
| -0.3% | -$9.14K | 0.65% | 50 |
|
|
2016
Q4 | $3.11M | Buy |
80,778
+367
| +0.5% | +$14.1K | 0.6% | 60 |
|
|
2016
Q3 | $3.16M | Buy |
80,411
+545
| +0.7% | +$21.4K | 0.63% | 58 |
|
|
2016
Q2 | $3.28M | Sell |
79,866
-1,770
| -2% | -$72.6K | 0.66% | 53 |
|
|
2016
Q1 | $3.34M | Buy |
81,636
+1,158
| +1% | +$47.4K | 0.78% | 46 |
|
|
2015
Q4 | $2.94M | Buy |
80,478
+988
| +1% | +$36.1K | 0.77% | 54 |
|
|
2015
Q3 | $2.87M | Buy |
79,490
+290
| +0.4% | +$10.5K | 0.8% | 52 |
|
|
2015
Q2 | $3.19M | Sell |
79,200
-1,390
| -2% | -$56K | 0.9% | 47 |
|
|
2015
Q1 | $3.48M | Sell |
80,590
-520
| -0.6% | -$22.4K | 0.9% | 44 |
|
|
2014
Q4 | $3.65M | Sell |
81,110
-1,335
| -2% | -$60K | 0.99% | 37 |
|
|
2014
Q3 | $3.16M | Sell |
82,445
-820
| -1% | -$31.4K | 0.88% | 51 |
|
|
2014
Q2 | $3.38M | Sell |
83,265
-380
| -0.5% | -$15.4K | 0.93% | 38 |
|
|
2014
Q1 | $3.42M | Buy |
83,645
+2,200
| +3% | +$90K | 1% | 28 |
|
|
2013
Q4 | $3.12M | Sell |
81,445
-1,085
| -1% | -$41.5K | 0.99% | 30 |
|
|
2013
Q3 | $2.74M | Sell |
82,530
-4,715
| -5% | -$156K | 0.92% | 33 |
|
|
2013
Q2 | $2.68M | Buy |
+87,245
| New | +$2.68M | 0.95% | 34 |
|