Syverson Strege & Co’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Buy |
2,674
+1,052
| +65% | +$230K | 0.14% | 67 |
|
|
2025
Q1 | $227K | Sell |
1,622
-2
| -0.1% | -$280 | 0.07% | 71 |
|
|
2024
Q4 | $271K | Buy |
1,624
+269
| +20% | +$44.8K | 0.09% | 63 |
|
|
2024
Q3 | $231K | Sell |
1,355
-159
| -11% | -$27.1K | 0.08% | 62 |
|
|
2024
Q2 | $214K | Buy |
+1,514
| New | +$214K | 0.07% | 75 |
|
|
2023
Q2 | – | Sell |
-1,326
| Closed | -$123K | – | 443 |
|
|
2023
Q1 | $123K | Buy |
1,326
+4
| +0.3% | +$372 | 0.05% | 81 |
|
|
2022
Q4 | $108K | Buy |
1,322
+6
| +0.5% | +$490 | 0.05% | 87 |
|
|
2022
Q3 | $80K | Buy |
1,316
+6
| +0.5% | +$365 | 0.04% | 97 |
|
|
2022
Q2 | $92K | Buy |
1,310
+5
| +0.4% | +$351 | 0.03% | 103 |
|
|
2022
Q1 | $108K | Buy |
1,305
+5
| +0.4% | +$414 | 0.12% | 88 |
|
|
2021
Q4 | $113K | Sell |
1,300
-288
| -18% | -$25K | 0.08% | 94 |
|
|
2021
Q3 | $138K | Buy |
1,588
+297
| +23% | +$25.8K | 0.11% | 82 |
|
|
2021
Q2 | $101K | Buy |
1,291
+5
| +0.4% | +$391 | 0.09% | 94 |
|
|
2021
Q1 | $90K | Buy |
1,286
+5
| +0.4% | +$350 | 0.09% | 92 |
|
|
2020
Q4 | $83K | Buy |
+1,281
| New | +$83K | 0.08% | 91 |
|