The Family Firm’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,573
| Closed | -$220K | – | 170 |
|
|
2025
Q1 | $220K | Buy |
1,573
+4
| +0.3% | +$559 | 0.05% | 198 |
|
|
2024
Q4 | $262K | Buy |
1,569
+355
| +29% | +$59.2K | 0.06% | 177 |
|
|
2024
Q3 | $207K | Buy |
1,214
+98
| +9% | +$16.7K | 0.05% | 203 |
|
|
2024
Q2 | $158K | Buy |
+1,116
| New | +$158K | 0.04% | 232 |
|
|
2023
Q3 | – | Sell |
-2,944
| Closed | -$351K | – | 182 |
|
|
2023
Q2 | $351K | Buy |
2,944
+11
| +0.4% | +$1.31K | 0.09% | 133 |
|
|
2023
Q1 | $272K | Buy |
2,933
+10
| +0.3% | +$929 | 0.08% | 150 |
|
|
2022
Q4 | $239K | Buy |
+2,923
| New | +$239K | 0.07% | 163 |
|
|
2022
Q3 | – | Sell |
-3,329
| Closed | -$233K | – | 175 |
|
|
2022
Q2 | $233K | Buy |
3,329
+11
| +0.3% | +$770 | 0.07% | 167 |
|
|
2022
Q1 | $274K | Buy |
+3,318
| New | +$274K | 0.07% | 155 |
|
|
2018
Q1 | – | Sell |
-4,448
| Closed | -$210K | – | 136 |
|
|
2017
Q4 | $210K | Buy |
4,448
+3
| +0.1% | +$142 | 0.08% | 124 |
|
|
2017
Q3 | $215K | Buy |
4,445
+103
| +2% | +$4.98K | 0.09% | 117 |
|
|
2017
Q2 | $218K | Buy |
+4,342
| New | +$218K | 0.1% | 112 |
|
|
2015
Q2 | – | Sell |
-5,078
| Closed | -$219K | – | 114 |
|
|
2015
Q1 | $219K | Buy |
5,078
+3
| +0.1% | +$129 | 0.11% | 103 |
|
|
2014
Q4 | $228K | Buy |
+5,075
| New | +$228K | 0.12% | 92 |
|