Stratos 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 | $21.7M | Sell |
99,401
-1,864
| -2% | -$408K | 0.29% | 70 |
|
2025
Q1 | $14.2M | Sell |
101,265
-3,056
| -3% | -$427K | 0.22% | 104 |
|
2024
Q4 | $17.4M | Buy |
104,321
+2,408
| +2% | +$401K | 0.25% | 80 |
|
2024
Q3 | $17.4M | Buy |
101,913
+5,620
| +6% | +$958K | 0.25% | 79 |
|
2024
Q2 | $13.6M | Sell |
96,293
-1,363
| -1% | -$192K | 0.22% | 94 |
|
2024
Q1 | $12.3M | Buy |
97,656
+5,031
| +5% | +$632K | 0.2% | 111 |
|
2023
Q4 | $9.77M | Sell |
92,625
-3,770
| -4% | -$397K | 0.18% | 124 |
|
2023
Q3 | $10.2M | Buy |
96,395
+14,844
| +18% | +$1.57M | 0.22% | 96 |
|
2023
Q2 | $9.71M | Buy |
81,551
+3,948
| +5% | +$470K | 0.22% | 97 |
|
2023
Q1 | $7.21M | Sell |
77,603
-4,277
| -5% | -$397K | 0.19% | 115 |
|
2022
Q4 | $6.69M | Sell |
81,880
-442
| -0.5% | -$36.1K | 0.17% | 133 |
|
2022
Q3 | $5.03M | Sell |
82,322
-2,076
| -2% | -$127K | 0.14% | 154 |
|
2022
Q2 | $5.9M | Sell |
84,398
-5,495
| -6% | -$384K | 0.15% | 142 |
|
2022
Q1 | $7.44M | Buy |
89,893
+1,056
| +1% | +$87.4K | 0.17% | 122 |
|
2021
Q4 | $7.75M | Buy |
88,837
+3,345
| +4% | +$292K | 0.17% | 124 |
|
2021
Q3 | $7.45M | Buy |
85,492
+5,744
| +7% | +$500K | 0.19% | 114 |
|
2021
Q2 | $6.21M | Sell |
79,748
-434
| -0.5% | -$33.8K | 0.15% | 144 |
|
2021
Q1 | $5.63M | Sell |
80,182
-9,957
| -11% | -$699K | 0.16% | 143 |
|
2020
Q4 | $5.83M | Sell |
90,139
-28,661
| -24% | -$1.85M | 0.17% | 132 |
|
2020
Q3 | $7.09M | Buy |
118,800
+803
| +0.7% | +$47.9K | 0.23% | 105 |
|
2020
Q2 | $6.52M | Sell |
117,997
-2,183
| -2% | -$121K | 0.23% | 103 |
|
2020
Q1 | $5.81M | Sell |
120,180
-6,122
| -5% | -$296K | 0.27% | 83 |
|
2019
Q4 | $6.69M | Sell |
126,302
-105
| -0.1% | -$5.56K | 0.26% | 80 |
|
2019
Q3 | $6.96M | Buy |
126,407
+2,280
| +2% | +$125K | 0.3% | 67 |
|
2019
Q2 | $7.07M | Buy |
124,127
+4,162
| +3% | +$237K | 0.31% | 65 |
|
2019
Q1 | $6.44M | Sell |
119,965
-1,574
| -1% | -$84.5K | 0.29% | 67 |
|
2018
Q4 | $5.49M | Buy |
121,539
+3,932
| +3% | +$178K | 0.28% | 69 |
|
2018
Q3 | $6.06M | Sell |
117,607
-996
| -0.8% | -$51.4K | 0.27% | 73 |
|
2018
Q2 | $5.23M | Sell |
118,603
-4,590
| -4% | -$202K | 0.23% | 83 |
|
2018
Q1 | $5.64M | Buy |
123,193
+7,308
| +6% | +$334K | 0.24% | 90 |
|
2017
Q4 | $5.48M | Sell |
115,885
-5,638
| -5% | -$267K | 0.25% | 80 |
|
2017
Q3 | $5.88M | Sell |
121,523
-21,706
| -15% | -$1.05M | 0.28% | 75 |
|
2017
Q2 | $7.18M | Buy |
143,229
+3,747
| +3% | +$188K | 0.37% | 57 |
|
2017
Q1 | $6.22M | Buy |
139,482
+30,039
| +27% | +$1.34M | 0.35% | 63 |
|
2016
Q4 | $4.21M | Buy |
109,443
+18,075
| +20% | +$695K | 0.26% | 86 |
|
2016
Q3 | $3.59M | Buy |
91,368
+14,642
| +19% | +$575K | 0.24% | 85 |
|
2016
Q2 | $3.14M | Buy |
76,726
+25,592
| +50% | +$1.05M | 0.23% | 86 |
|
2016
Q1 | $2.09M | Buy |
51,134
+2,315
| +5% | +$94.7K | 0.18% | 103 |
|
2015
Q4 | $1.78M | Sell |
48,819
-2,159
| -4% | -$78.9K | 0.15% | 118 |
|
2015
Q3 | $1.84M | Buy |
50,978
+5,653
| +12% | +$204K | 0.23% | 87 |
|
2015
Q2 | $1.83M | Sell |
45,325
-5,731
| -11% | -$231K | 0.23% | 86 |
|
2015
Q1 | $2.21M | Buy |
51,056
+1,881
| +4% | +$81.3K | 0.26% | 78 |
|
2014
Q4 | $2.21M | Buy |
49,175
+3,280
| +7% | +$147K | 0.4% | 62 |
|
2014
Q3 | $1.76M | Buy |
45,895
+17,863
| +64% | +$684K | 0.41% | 60 |
|
2014
Q2 | $1.13M | Buy |
+28,032
| New | +$1.13M | 0.38% | 79 |
|