SS
Sunbelt Securities’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
9,410
+596
| +7% | +$99.3K | 0.14% | 140 |
|
|
2025
Q1 | $1.23M | Sell |
8,814
-596
| -6% | -$83.3K | 0.11% | 158 |
|
|
2024
Q4 | $1.57M | Buy |
9,410
+917
| +11% | +$153K | 0.14% | 138 |
|
|
2024
Q3 | $1.45M | Buy |
8,493
+193
| +2% | +$32.9K | 0.14% | 147 |
|
|
2024
Q2 | $1.17M | Buy |
8,300
+542
| +7% | +$76.5K | 0.12% | 168 |
|
|
2024
Q1 | $974K | Buy |
7,758
+357
| +5% | +$44.8K | 0.11% | 184 |
|
|
2023
Q4 | $780K | Buy |
7,401
+3,078
| +71% | +$325K | 0.1% | 221 |
|
|
2023
Q3 | $458K | Buy |
4,323
+424
| +11% | +$44.9K | 0.06% | 300 |
|
|
2023
Q2 | $464K | Buy |
3,899
+1,066
| +38% | +$127K | 0.07% | 293 |
|
|
2023
Q1 | $256K | Sell |
2,833
-2,673
| -49% | -$242K | 0.04% | 388 |
|
|
2022
Q4 | $450K | Buy |
5,506
+92
| +2% | +$7.52K | 0.09% | 265 |
|
|
2022
Q3 | $331K | Buy |
5,414
+22
| +0.4% | +$1.35K | 0.07% | 304 |
|
|
2022
Q2 | $377K | Sell |
5,392
-818
| -13% | -$57.2K | 0.08% | 290 |
|
|
2022
Q1 | $518K | Sell |
6,210
-497
| -7% | -$41.5K | 0.09% | 244 |
|
|
2021
Q4 | $542K | Buy |
6,707
+1,165
| +21% | +$94.1K | 0.09% | 255 |
|
|
2021
Q3 | $485K | Hold |
5,542
| – | – | 0.09% | 257 |
|
|
2021
Q2 | $485K | Sell |
5,542
-83
| -1% | -$7.26K | 0.09% | 257 |
|
|
2021
Q1 | $395K | Buy |
5,625
+301
| +6% | +$21.1K | 0.08% | 280 |
|
|
2020
Q4 | $344K | Sell |
5,324
-22
| -0.4% | -$1.42K | 0.07% | 286 |
|
|
2020
Q3 | $319K | Sell |
5,346
-735
| -12% | -$43.9K | 0.09% | 250 |
|
|
2020
Q2 | $336K | Sell |
6,081
-2,098
| -26% | -$116K | 0.12% | 209 |
|
|
2020
Q1 | $395K | Sell |
8,179
-14,845
| -64% | -$717K | 0.02% | 269 |
|
|
2019
Q4 | $1.22M | Sell |
23,024
-675
| -3% | -$35.8K | 0.13% | 169 |
|
|
2019
Q3 | $1.3M | Buy |
23,699
+19,735
| +498% | +$1.09M | 0.15% | 149 |
|
|
2019
Q2 | $226K | Buy |
+3,964
| New | +$226K | 0.1% | 246 |
|
|
2017
Q3 | – | Sell |
-15,493
| Closed | -$777K | – | 163 |
|
|
2017
Q2 | $777K | Sell |
15,493
-14,984
| -49% | -$751K | 1.46% | 16 |
|
|
2017
Q1 | $1.36M | Sell |
30,477
-1,049
| -3% | -$46.8K | 2.04% | 11 |
|
|
2016
Q4 | $1.21M | Buy |
31,526
+121
| +0.4% | +$4.65K | 1.84% | 11 |
|
|
2016
Q3 | $1.23M | Buy |
31,405
+111
| +0.4% | +$4.36K | 1.49% | 13 |
|
|
2016
Q2 | $1.28M | Buy |
31,294
+111
| +0.4% | +$4.54K | 1.67% | 11 |
|
|
2016
Q1 | $1.28M | Buy |
31,183
+766
| +3% | +$31.3K | 1.86% | 11 |
|
|
2015
Q4 | $1.11M | Buy |
30,417
+2,520
| +9% | +$92K | 1.56% | 13 |
|
|
2015
Q3 | $1.01M | Buy |
27,897
+4,726
| +20% | +$171K | 1.37% | 13 |
|
|
2015
Q2 | $934K | Buy |
23,171
+1,612
| +7% | +$65K | 1.29% | 13 |
|
|
2015
Q1 | $930K | Buy |
21,559
+58
| +0.3% | +$2.5K | 1.38% | 13 |
|
|
2014
Q4 | $967K | Buy |
+21,501
| New | +$967K | 1.27% | 12 |
|