Tarbox Family Office’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Sell |
1,627
-12
| -0.7% | -$2.62K | 0.05% | 89 |
|
|
2025
Q1 | $229K | Buy |
1,639
+7
| +0.4% | +$979 | 0.04% | 107 |
|
|
2024
Q4 | $272K | Sell |
1,632
-11
| -0.7% | -$1.83K | 0.04% | 98 |
|
|
2024
Q3 | $280K | Buy |
1,643
+3
| +0.2% | +$511 | 0.05% | 96 |
|
|
2024
Q2 | $232K | Hold |
1,640
| – | – | 0.04% | 98 |
|
|
2024
Q1 | $206K | Buy |
+1,640
| New | +$206K | 0.04% | 103 |
|
|
2022
Q2 | – | Sell |
-1,770
| Closed | -$146K | – | 721 |
|
|
2022
Q1 | $146K | Sell |
1,770
-370
| -17% | -$30.5K | 0.03% | 107 |
|
|
2021
Q4 | $187K | Sell |
2,140
-7
| -0.3% | -$612 | 0.03% | 127 |
|
|
2021
Q3 | $187K | Sell |
2,147
-54
| -2% | -$4.7K | 0.03% | 134 |
|
|
2021
Q2 | $171K | Buy |
2,201
+735
| +50% | +$57.1K | 0.03% | 145 |
|
|
2021
Q1 | $103K | Hold |
1,466
| – | – | 0.02% | 154 |
|
|
2020
Q4 | $95K | Sell |
1,466
-34
| -2% | -$2.2K | 0.02% | 157 |
|
|
2020
Q3 | $90K | Sell |
1,500
-109
| -7% | -$6.54K | 0.02% | 154 |
|
|
2020
Q2 | $89K | Buy |
1,609
+195
| +14% | +$10.8K | 0.02% | 148 |
|
|
2020
Q1 | $68K | Buy |
1,414
+137
| +11% | +$6.59K | 0.02% | 150 |
|
|
2019
Q4 | $68K | Sell |
1,277
-54
| -4% | -$2.88K | 0.02% | 162 |
|
|
2019
Q3 | $73K | Buy |
1,331
+8
| +0.6% | +$439 | 0.02% | 137 |
|
|
2019
Q2 | $75K | Buy |
1,323
+100
| +8% | +$5.67K | 0.02% | 142 |
|
|
2019
Q1 | $66K | Buy |
1,223
+4
| +0.3% | +$216 | 0.02% | 136 |
|
|
2018
Q4 | $55K | Sell |
1,219
-108
| -8% | -$4.87K | 0.02% | 139 |
|
|
2018
Q3 | $68K | Buy |
1,327
+58
| +5% | +$2.97K | 0.02% | 138 |
|
|
2018
Q2 | $56K | Sell |
1,269
-30
| -2% | -$1.32K | 0.02% | 146 |
|
|
2018
Q1 | $59K | Sell |
1,299
-1,023
| -44% | -$46.5K | 0.02% | 148 |
|
|
2017
Q4 | $110K | Buy |
2,322
+965
| +71% | +$45.7K | 0.04% | 120 |
|
|
2017
Q3 | $66K | Buy |
1,357
+110
| +9% | +$5.35K | 0.03% | 147 |
|
|
2017
Q2 | $63K | Hold |
1,247
| – | – | 0.03% | 135 |
|
|
2017
Q1 | $56K | Hold |
1,247
| – | – | 0.03% | 134 |
|
|
2016
Q4 | $48K | Buy |
1,247
+6
| +0.5% | +$231 | 0.03% | 116 |
|
|
2016
Q3 | $49K | Buy |
1,241
+24
| +2% | +$948 | 0.03% | 110 |
|
|
2016
Q2 | $50K | Sell |
1,217
-154
| -11% | -$6.33K | 0.04% | 105 |
|
|
2016
Q1 | $56K | Buy |
1,371
+22
| +2% | +$899 | 0.04% | 100 |
|
|
2015
Q4 | $49K | Buy |
1,349
+117
| +9% | +$4.25K | 0.04% | 94 |
|
|
2015
Q3 | $44K | Buy |
1,232
+163
| +15% | +$5.82K | 0.04% | 99 |
|
|
2015
Q2 | $43K | Hold |
1,069
| – | – | 0.04% | 106 |
|
|
2015
Q1 | $46K | Buy |
1,069
+34
| +3% | +$1.46K | 0.04% | 102 |
|
|
2014
Q4 | $47K | Sell |
1,035
-133
| -11% | -$6.04K | 0.04% | 103 |
|
|
2014
Q3 | $45K | Buy |
1,168
+100
| +9% | +$3.85K | 0.04% | 108 |
|
|
2014
Q2 | $43K | Sell |
1,068
-20
| -2% | -$805 | 0.04% | 112 |
|
|
2014
Q1 | $44K | Sell |
1,088
-488
| -31% | -$19.7K | 0.04% | 120 |
|
|
2013
Q4 | $60K | Buy |
+1,576
| New | +$60K | 0.05% | 118 |
|