SWA

Sutton Wealth Advisors’s Oracle ORCL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.3M	Buy	12,304 +104	+0.9%	+$11K	0.64%	29
2023 Q2	$1.45M	Sell	12,200 -1,606	-12%	-$191K	0.7%	27
2023 Q1	$1.28M	Sell	13,806 -8,038	-37%	-$747K	0.69%	28
2022 Q4	$1.79M	Sell	21,844 -13	-0.1%	-$1.06K	0.68%	27
2022 Q3	$1.33M	Buy	21,857 +6	+0%	+$366	0.54%	32
2022 Q2	$1.53M	Sell	21,851 -40	-0.2%	-$2.8K	0.61%	32
2022 Q1	$1.81M	Sell	21,891 -1,259	-5%	-$104K	0.62%	33
2021 Q4	$2.02M	Sell	23,150 -43	-0.2%	-$3.75K	0.67%	33
2021 Q3	$2.02M	Sell	23,193 -4	-0%	-$349	0.75%	29
2021 Q2	$1.81M	Hold	23,197	–	–	0.66%	30
2021 Q1	$1.63M	Buy	23,197 +20	+0.1%	+$1.4K	0.64%	31
2020 Q4	$1.5M	Buy	23,177 +53	+0.2%	+$3.43K	0.64%	31
2020 Q3	$1.38M	Buy	23,124 +8	+0%	+$478	0.67%	30
2020 Q2	$1.28M	Buy	23,116 +101	+0.4%	+$5.58K	0.67%	30
2020 Q1	$1.11M	Sell	23,015 -15	-0.1%	-$725	0.7%	27
2019 Q4	$1.22M	Hold	23,030	–	–	0.63%	30
2019 Q3	$1.27M	Hold	23,030	–	–	0.71%	27
2019 Q2	$1.31M	Hold	23,030	–	–	0.75%	23
2019 Q1	$1.24M	Buy	23,030 +43	+0.2%	+$2.31K	0.72%	23
2018 Q4	$1.04M	Buy	22,987 +15,000	+188%	+$677K	0.67%	28
2018 Q3	$412K	Hold	7,987	–	–	0.27%	61
2018 Q2	$352K	Hold	7,987	–	–	0.24%	65
2018 Q1	$365K	Buy	7,987 +200	+3%	+$9.15K	0.26%	63
2017 Q4	$368K	Hold	7,787	–	–	0.27%	63
2017 Q3	$377K	Hold	7,787	–	–	0.29%	62
2017 Q2	$390K	Hold	7,787	–	–	0.31%	58
2017 Q1	$347K	Sell	7,787 -16	-0.2%	-$714	0.29%	61
2016 Q4	$300K	Hold	7,803	–	–	0.27%	66
2016 Q3	$307K	Hold	7,803	–	–	0.28%	64
2016 Q2	$319K	Buy	7,803 +3	+0%	+$123	0.3%	59
2016 Q1	$319K	Buy	+7,800	New	+$319K	0.3%	58