Sugarloaf Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $263K | Buy |
1,579
+1
| +0.1% | +$167 | 0.05% | 137 |
|
|
2024
Q3 | $269K | Hold |
1,578
| – | – | 0.05% | 129 |
|
|
2024
Q2 | $223K | Buy |
1,578
+1
| +0.1% | +$141 | 0.05% | 131 |
|
|
2024
Q1 | $198K | Buy |
1,577
+1
| +0.1% | +$126 | 0.04% | 148 |
|
|
2023
Q4 | $166K | Buy |
1,576
+1
| +0.1% | +$105 | 0.04% | 169 |
|
|
2023
Q3 | $167K | Sell |
1,575
-82
| -5% | -$8.69K | 0.04% | 150 |
|
|
2023
Q2 | $197K | Buy |
1,657
+1
| +0.1% | +$119 | 0.05% | 138 |
|
|
2023
Q1 | $154K | Sell |
1,656
-20
| -1% | -$1.86K | 0.04% | 155 |
|
|
2022
Q4 | $137K | Buy |
1,676
+1
| +0.1% | +$82 | 0.03% | 164 |
|
|
2022
Q3 | $103K | Hold |
1,675
| – | – | 0.03% | 191 |
|
|
2022
Q2 | $117K | Buy |
1,675
+2
| +0.1% | +$140 | 0.03% | 170 |
|
|
2022
Q1 | $138K | Hold |
1,673
| – | – | 0.03% | 158 |
|
|
2021
Q4 | $146K | Buy |
1,673
+100
| +6% | +$8.73K | 0.03% | 158 |
|
|
2021
Q3 | $137K | Buy |
1,573
+1
| +0.1% | +$87 | 0.04% | 156 |
|
|
2021
Q2 | $122K | Buy |
1,572
+1
| +0.1% | +$78 | 0.03% | 163 |
|
|
2021
Q1 | $110 | Buy |
1,571
+1
| +0.1% | – | 0.03% | 173 |
|
|
2020
Q4 | $102K | Hold |
1,570
| – | – | 0.03% | 172 |
|
|
2020
Q3 | $94K | Buy |
1,570
+1
| +0.1% | +$60 | 0.03% | 166 |
|
|
2020
Q2 | $87K | Buy |
1,569
+1
| +0.1% | +$55 | 0.03% | 174 |
|
|
2020
Q1 | $76K | Buy |
1,568
+1
| +0.1% | +$48 | 0.03% | 170 |
|
|
2019
Q4 | $83K | Buy |
+1,567
| New | +$83K | 0.04% | 199 |
|