Strategic Wealth Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.9M | Buy |
+99,944
| New | +$21.9M | 1.72% | 10 |
|
|
2024
Q4 | $11.6M | Buy |
66,481
+16,078
| +32% | +$2.8M | 0.96% | 29 |
|
|
2024
Q3 | $8.59M | Sell |
50,403
-10,923
| -18% | -$1.86M | 0.83% | 33 |
|
|
2024
Q2 | $8.66M | Buy |
61,326
+2,786
| +5% | +$393K | 0.9% | 29 |
|
|
2024
Q1 | $7.35M | Buy |
58,540
+4,214
| +8% | +$529K | 0.81% | 38 |
|
|
2023
Q4 | $5.73M | Buy |
54,326
+14,484
| +36% | +$1.53M | 0.71% | 42 |
|
|
2023
Q3 | $4.22M | Buy |
39,842
+3,496
| +10% | +$370K | 0.56% | 43 |
|
|
2023
Q2 | $4.33M | Sell |
36,346
-30,741
| -46% | -$3.66M | 0.56% | 43 |
|
|
2023
Q1 | $6.23M | Buy |
67,087
+595
| +0.9% | +$55.3K | 0.96% | 18 |
|
|
2022
Q4 | $5.44M | Buy |
66,492
+7,950
| +14% | +$650K | 1.01% | 18 |
|
|
2022
Q3 | $3.58M | Buy |
58,542
+1,317
| +2% | +$80.4K | 0.76% | 31 |
|
|
2022
Q2 | $4M | Buy |
+57,225
| New | +$4M | 0.86% | 28 |
|
|
2020
Q2 | – | Sell |
-5,705
| Closed | -$302K | – | 160 |
|
|
2020
Q1 | $302K | Hold |
5,705
| – | – | 0.16% | 110 |
|
|
2019
Q4 | $302K | Sell |
5,705
-1,592
| -22% | -$84.3K | 0.16% | 110 |
|
|
2019
Q3 | $92.3K | Sell |
7,297
-5,102
| -41% | -$64.5K | 0.47% | 61 |
|
|
2019
Q2 | $706K | Buy |
12,399
+1,633
| +15% | +$93K | 0.34% | 78 |
|
|
2019
Q1 | $587K | Buy |
10,766
+3,778
| +54% | +$206K | 0.27% | 93 |
|
|
2018
Q4 | $343K | Sell |
6,988
-169
| -2% | -$8.3K | 0.17% | 105 |
|
|
2018
Q3 | $369K | Sell |
7,157
-295
| -4% | -$15.2K | 0.2% | 105 |
|
|
2018
Q2 | $328K | Sell |
7,452
-6,704
| -47% | -$295K | 0.19% | 112 |
|
|
2018
Q1 | $648K | Sell |
14,156
-1,595
| -10% | -$73K | 0.33% | 104 |
|
|
2017
Q4 | $776K | Buy |
+15,751
| New | +$776K | 0.43% | 81 |
|