SBSB
Sullivan, Bruyette, Speros & Blaney’s Oracle ORCL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | $1.31M | Sell |
18,687
-1,203
| -6% | -$84.4K | 0.06% | 97 |
|
2020
Q4 | $1.29M | Buy |
19,890
+170
| +0.9% | +$11K | 0.06% | 94 |
|
2020
Q3 | $1.18M | Buy |
19,720
+3,000
| +18% | +$179K | 0.07% | 87 |
|
2020
Q2 | $924K | Sell |
16,720
-1,694
| -9% | -$93.6K | 0.06% | 95 |
|
2020
Q1 | $890K | Sell |
18,414
-1,523
| -8% | -$73.6K | 0.06% | 88 |
|
2019
Q4 | $1.06M | Buy |
19,937
+376
| +2% | +$19.9K | 0.06% | 89 |
|
2019
Q3 | $1.08M | Sell |
19,561
-774
| -4% | -$42.6K | 0.06% | 83 |
|
2019
Q2 | $1.16M | Sell |
20,335
-249
| -1% | -$14.2K | 0.07% | 75 |
|
2019
Q1 | $1.11M | Sell |
20,584
-2,999
| -13% | -$161K | 0.07% | 71 |
|
2018
Q4 | $1.07M | Buy |
23,583
+546
| +2% | +$24.7K | 0.07% | 69 |
|
2018
Q3 | $1.19M | Buy |
23,037
+730
| +3% | +$37.6K | 0.11% | 49 |
|
2018
Q2 | $983K | Sell |
22,307
-292
| -1% | -$12.9K | 0.09% | 56 |
|
2018
Q1 | $1.03M | Sell |
22,599
-834
| -4% | -$38.2K | 0.1% | 51 |
|
2017
Q4 | $1.11M | Sell |
23,433
-333
| -1% | -$15.7K | 0.1% | 52 |
|
2017
Q3 | $1.15M | Buy |
23,766
+808
| +4% | +$39.1K | 0.11% | 51 |
|
2017
Q2 | $1.15M | Buy |
22,958
+87
| +0.4% | +$4.36K | 0.12% | 48 |
|
2017
Q1 | $1.02M | Sell |
22,871
-291
| -1% | -$13K | 0.1% | 48 |
|
2016
Q4 | $891K | Buy |
23,162
+36
| +0.2% | +$1.39K | 0.09% | 51 |
|
2016
Q3 | $908K | Sell |
23,126
-18
| -0.1% | -$707 | 0.09% | 49 |
|
2016
Q2 | $947K | Buy |
+23,144
| New | +$947K | 0.1% | 46 |
|