Summit Financial Group’s Oracle ORCL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	$465K	Hold	3,700	–	–	0.17%	120
2023 Q4	$390K	Hold	3,700	–	–	0.15%	132
2023 Q3	$392K	Hold	3,700	–	–	0.16%	130
2023 Q2	$441K	Sell	3,700 -50	-1%	-$5.96K	0.17%	131
2023 Q1	$348K	Sell	3,750 -75	-2%	-$6.97K	0.13%	143
2022 Q4	$313K	Hold	3,825	–	–	0.12%	152
2022 Q3	$234K	Hold	3,825	–	–	0.1%	171
2022 Q2	$267K	Hold	3,825	–	–	0.1%	168
2022 Q1	$316K	Hold	3,825	–	–	0.11%	161
2021 Q4	$334K	Hold	3,825	–	–	0.11%	161
2021 Q3	$333K	Hold	3,825	–	–	0.12%	154
2021 Q2	$298K	Sell	3,825 -25	-0.6%	-$1.95K	0.11%	165
2021 Q1	$270K	Sell	3,850 -120	-3%	-$8.42K	0.11%	159
2020 Q4	$257K	Hold	3,970	–	–	0.11%	143
2020 Q3	$237K	Sell	3,970 -55	-1%	-$3.28K	0.12%	138
2020 Q2	$222K	Buy	+4,025	New	+$222K	0.12%	142
2020 Q1	–	Sell	-4,025	Closed	-$213K	–	155
2019 Q4	$213K	Sell	4,025 -445	-10%	-$23.5K	0.1%	154
2019 Q3	$246K	Sell	4,470 -1,000	-18%	-$55K	0.13%	142
2019 Q2	$312K	Sell	5,470 -100	-2%	-$5.7K	0.14%	122
2019 Q1	$299K	Sell	5,570 -130	-2%	-$6.98K	0.23%	89
2018 Q4	$257K	Hold	5,700	–	–	0.22%	90
2018 Q3	$294K	Hold	5,700	–	–	0.22%	96
2018 Q2	$251K	Sell	5,700 -15,080	-73%	-$664K	0.2%	107
2018 Q1	$951K	Hold	20,780	–	–	0.74%	48
2017 Q4	$982K	Sell	20,780 -100	-0.5%	-$4.73K	0.8%	43
2017 Q3	$1.01M	Hold	20,880	–	–	0.84%	40
2017 Q2	$1.05M	Buy	+20,880	New	+$1.05M	0.91%	39