Sun Life Financial’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,350
| Closed | -$866K | – | 61 |
|
|
2023
Q1 | $866K | Hold |
9,350
| – | – | 0.06% | 36 |
|
|
2022
Q4 | $769K | Sell |
9,350
-6,412
| -41% | -$527K | 0.06% | 38 |
|
|
2022
Q3 | $963K | Sell |
15,762
-3,087
| -16% | -$189K | 0.08% | 31 |
|
|
2022
Q2 | $1.32M | Sell |
18,849
-787
| -4% | -$55.1K | 0.1% | 31 |
|
|
2022
Q1 | $1.62M | Sell |
19,636
-656
| -3% | -$54.1K | 0.07% | 35 |
|
|
2021
Q4 | $1.77M | Buy |
20,292
+1,104
| +6% | +$96.1K | 0.07% | 35 |
|
|
2021
Q3 | $1.67M | Buy |
19,188
+4,504
| +31% | +$392K | 0.1% | 34 |
|
|
2021
Q2 | $1.14M | Sell |
14,684
-1,544
| -10% | -$120K | 0.06% | 34 |
|
|
2021
Q1 | $1.14M | Sell |
16,228
-215
| -1% | -$15.1K | 0.1% | 38 |
|
|
2020
Q4 | $1.06M | Sell |
16,443
-48
| -0.3% | -$3.11K | 0.14% | 37 |
|
|
2020
Q3 | $983K | Buy |
16,491
+1,482
| +10% | +$88.3K | 0.16% | 35 |
|
|
2020
Q2 | $832K | Buy |
15,009
+1,140
| +8% | +$63.2K | 0.16% | 43 |
|
|
2020
Q1 | $671K | Buy |
13,869
+470
| +4% | +$22.7K | 0.17% | 39 |
|
|
2019
Q4 | $710K | Sell |
13,399
-281
| -2% | -$14.9K | 0.19% | 58 |
|
|
2019
Q3 | $751K | Sell |
13,680
-1,365
| -9% | -$74.9K | 0.19% | 79 |
|
|
2019
Q2 | $853K | Sell |
15,045
-4,022
| -21% | -$228K | 0.21% | 35 |
|
|
2019
Q1 | $1.02M | Sell |
19,067
-4,750
| -20% | -$255K | 0.23% | 71 |
|
|
2018
Q4 | $1.08M | Buy |
23,817
+8
| +0% | +$362 | 0.23% | 64 |
|
|
2018
Q3 | $1.23M | Sell |
23,809
-336
| -1% | -$17.3K | 0.22% | 76 |
|
|
2018
Q2 | $1.06M | Buy |
24,145
+22,768
| +1,653% | +$1M | 0.15% | 86 |
|
|
2018
Q1 | $30.1K | Sell |
1,377
-21,243
| -94% | -$465K | 0.27% | 55 |
|
|
2017
Q4 | $1.07M | Sell |
22,620
-15,518
| -41% | -$733K | 0.11% | 87 |
|
|
2017
Q3 | $1.84M | Sell |
38,138
-1,715
| -4% | -$82.8K | 0.18% | 50 |
|
|
2017
Q2 | $2M | Buy |
39,853
+39,781
| +55,251% | +$2M | 0.21% | 40 |
|
|
2017
Q1 | $1.62K | Buy |
72
+10
| +16% | +$225 | ﹤0.01% | 117 |
|
|
2016
Q4 | $1.61K | Buy |
+62
| New | +$1.61K | 0.02% | 75 |
|