Sunflower Bank Wealth Management’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$371K Sell
6,215
-3,498
-36% -$209K 0.12% 90
2020
Q2
$537K Hold
9,713
0.18% 67
2020
Q1
$469K Hold
9,713
0.18% 73
2019
Q4
$514K Sell
9,713
-75
-0.8% -$3.97K 0.16% 87
2019
Q3
$539K Hold
9,788
0.17% 83
2019
Q2
$558K Hold
9,788
0.18% 80
2019
Q1
$526K Hold
9,788
0.16% 86
2018
Q4
$442K Sell
9,788
-400
-4% -$18.1K 0.14% 95
2018
Q3
$525K Hold
10,188
0.15% 92
2018
Q2
$449K Hold
10,188
0.13% 102
2018
Q1
$466K Sell
10,188
-30
-0.3% -$1.37K 0.13% 96
2017
Q4
$483K Sell
10,218
-170
-2% -$8.04K 0.13% 88
2017
Q3
$502K Hold
10,388
0.18% 59
2017
Q2
$521K Buy
10,388
+23
+0.2% +$1.15K 0.18% 64
2017
Q1
$462K Hold
10,365
0.16% 63
2016
Q4
$399K Hold
10,365
0.14% 67
2016
Q3
$407K Hold
10,365
0.15% 66
2016
Q2
$424K Hold
10,365
0.15% 65
2016
Q1
$424K Hold
10,365
0.15% 64
2015
Q4
$379K Sell
10,365
-200
-2% -$7.31K 0.13% 68
2015
Q3
$381K Hold
10,565
0.14% 67
2015
Q2
$426K Hold
10,565
0.15% 66
2015
Q1
$456K Hold
10,565
0.15% 71
2014
Q4
$475K Hold
10,565
0.15% 66
2014
Q3
$404K Sell
10,565
-1,860
-15% -$71.1K 0.14% 71
2014
Q2
$503K Hold
12,425
0.2% 65
2014
Q1
$508K Hold
12,425
0.25% 60
2013
Q4
$475K Buy
12,425
+1,900
+18% +$72.6K 0.24% 59
2013
Q3
$349K Sell
10,525
-1,255
-11% -$41.6K 0.19% 68
2013
Q2
$362K Buy
+11,780
New +$362K 0.2% 64