SWS Partners’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Sell |
17,143
-900
| -5% | -$197K | 1.01% | 28 |
|
|
2025
Q1 | $2.52M | Buy |
18,043
+318
| +2% | +$44.5K | 0.83% | 45 |
|
|
2024
Q4 | $2.95M | Buy |
17,725
+236
| +1% | +$39.3K | 0.89% | 38 |
|
|
2024
Q3 | $2.98M | Sell |
17,489
-1,354
| -7% | -$231K | 0.95% | 29 |
|
|
2024
Q2 | $2.66M | Buy |
+18,843
| New | +$2.66M | 0.79% | 42 |
|
|
2022
Q2 | – | Sell |
-285
| Closed | -$24K | – | 104 |
|
|
2022
Q1 | $24K | Buy |
+285
| New | +$24K | 0.02% | 93 |
|
|
2018
Q2 | – | Sell |
-1,948
| Closed | -$88K | – | 247 |
|
|
2018
Q1 | $88K | Buy |
1,948
+1,047
| +116% | +$47.3K | 0.06% | 101 |
|
|
2017
Q4 | $43K | Buy |
+901
| New | +$43K | 0.03% | 156 |
|