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 |
|