Tompkins Financial’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.18M | Sell |
8,053
-210
| -3% | -$38.1K | 0.08% | 102 |
|
|
2026
Q1 | $1.22M | Sell |
8,263
-2,475
| -23% | -$402K | 0.1% | 94 |
|
|
2025
Q4 | $2.09M | Buy |
10,738
+1,234
| +13% | +$294K | 0.16% | 78 |
|
|
2025
Q3 | $2.67M | Sell |
9,504
-215
| -2% | -$54.8K | 0.22% | 65 |
|
|
2025
Q2 | $2.12M | Buy |
9,719
+280
| +3% | +$45.2K | 0.2% | 72 |
|
|
2025
Q1 | $1.32M | Sell |
9,439
-697
| -7% | -$113K | 0.13% | 86 |
|
|
2024
Q4 | $1.69M | Sell |
10,136
-9
| -0.1% | -$1.6K | 0.16% | 74 |
|
|
2024
Q3 | $1.73M | Sell |
10,145
-985
| -9% | -$143K | 0.17% | 72 |
|
|
2024
Q2 | $1.57M | Sell |
11,130
-417
| -4% | -$51.8K | 0.16% | 73 |
|
|
2024
Q1 | $1.45M | Buy |
11,547
+9
| +0.1% | +$1.03K | 0.16% | 75 |
|
|
2023
Q4 | $1.22M | Buy |
11,538
+3,349
| +41% | +$366K | 0.15% | 80 |
|
|
2023
Q3 | $867K | Sell |
8,189
-8
| -0.1% | -$926 | 0.14% | 84 |
|
|
2023
Q2 | $976K | Sell |
8,197
-12
| -0.1% | -$1.24K | 0.15% | 78 |
|
|
2023
Q1 | $763K | Hold |
8,209
| – | – | 0.12% | 96 |
|
|
2022
Q4 | $671K | Sell |
8,209
-15
| -0.2% | -$1.14K | 0.11% | 106 |
|
|
2022
Q3 | $503K | Buy |
8,224
+500
| +6% | +$36.6K | 0.08% | 114 |
|
|
2022
Q2 | $539K | Buy |
7,724
+150
| +2% | +$11K | 0.09% | 115 |
|
|
2022
Q1 | $627K | Sell |
7,574
-1,453
| -16% | -$118K | 0.09% | 114 |
|
|
2021
Q4 | $787K | Hold |
9,027
| – | – | 0.14% | 82 |
|
|
2021
Q3 | $787K | Buy |
+9,027
| New | +$797K | 0.14% | 82 |
|
|
2021
Q1 | $640K | Hold |
9,123
| – | – | 0.11% | 91 |
|
|
2020
Q4 | $590K | Hold |
9,123
| – | – | 0.11% | 90 |
|
|
2020
Q3 | $545K | Buy |
9,123
+107
| +1% | +$6.08K | 0.1% | 98 |
|
|
2020
Q2 | $498K | Hold |
9,016
| – | – | 0.1% | 101 |
|
|
2020
Q1 | $436K | Sell |
9,016
-48
| -0.5% | -$2.48K | 0.1% | 103 |
|
|
2019
Q4 | $480K | Sell |
9,064
-585
| -6% | -$32.2K | 0.09% | 117 |
|
|
2019
Q3 | $531K | Sell |
9,649
-235
| -2% | -$13K | 0.11% | 109 |
|
|
2019
Q2 | $563K | Sell |
9,884
-335
| -3% | -$18.1K | 0.11% | 105 |
|
|
2019
Q1 | $549K | Sell |
10,219
-600
| -6% | -$30.6K | 0.1% | 107 |
|
|
2018
Q4 | $488K | Sell |
10,819
-166
| -2% | -$7.96K | 0.11% | 108 |
|
|
2018
Q3 | $566K | Sell |
10,985
-4
| -0% | -$194 | 0.12% | 106 |
|
|
2018
Q2 | $484K | Sell |
10,989
-315
| -3% | -$14.5K | 0.1% | 118 |
|
|
2018
Q1 | $517K | Sell |
11,304
-478
| -4% | -$23.8K | 0.12% | 115 |
|
|
2017
Q4 | $557K | Hold |
11,782
| – | – | 0.13% | 102 |
|
|
2017
Q3 | $570K | Sell |
11,782
-175
| -1% | -$8.71K | 0.14% | 102 |
|
|
2017
Q2 | $599K | Sell |
11,957
-750
| -6% | -$34.2K | 0.15% | 96 |
|
|
2017
Q1 | $566K | Sell |
12,707
-652
| -5% | -$27.1K | 0.14% | 96 |
|
|
2016
Q4 | $514K | Sell |
13,359
-11,831
| -47% | -$463K | 0.13% | 98 |
|
|
2016
Q3 | $989K | Sell |
25,190
-10,551
| -30% | -$430K | 0.28% | 68 |
|
|
2016
Q2 | $1.46M | Buy |
35,741
+818
| +2% | +$32.7K | 0.43% | 57 |
|
|
2016
Q1 | $1.43M | Sell |
34,923
-1,521
| -4% | -$56.3K | 0.45% | 58 |
|
|
2015
Q4 | $1.33M | Sell |
36,444
-5,089
| -12% | -$194K | 0.42% | 59 |
|
|
2015
Q3 | $1.5M | Sell |
41,533
-1,048
| -2% | -$40.3K | 0.48% | 53 |
|
|
2015
Q2 | $1.72M | Sell |
42,581
-2,835
| -6% | -$123K | 0.47% | 49 |
|
|
2015
Q1 | $1.96M | Buy |
45,416
+5,070
| +13% | +$220K | 0.49% | 50 |
|
|
2014
Q4 | $1.81M | Sell |
40,346
-11,933
| -23% | -$486K | 0.45% | 49 |
|
|
2014
Q3 | $2M | Buy |
52,279
+431
| +0.8% | +$17.4K | 0.52% | 38 |
|
|
2014
Q2 | $2.1M | Sell |
51,848
-401
| -0.8% | -$16.5K | 0.52% | 38 |
|
|
2014
Q1 | $2.14M | Buy |
52,249
+2,210
| +4% | +$84.1K | 0.54% | 37 |
|
|
2013
Q4 | $1.91M | Sell |
50,039
-764
| -2% | -$26.3K | 0.5% | 39 |
|
|
2013
Q3 | $1.69M | Sell |
50,803
-1,831
| -3% | -$59.4K | 0.47% | 43 |
|
|
2013
Q2 | $1.61M | Buy |
+52,634
| New | +$1.75M | 0.49% | 41 |
|
Other funds holding ORCL
CRM
CNB
SWA
P
QCM
DLA