TFA
Toth Financial Advisory’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2M | Sell |
83,465
-555
| -0.7% | -$121K | 2.13% | 5 |
|
|
2025
Q1 | $11.7M | Sell |
84,020
-2,338
| -3% | -$327K | 1.41% | 14 |
|
|
2024
Q4 | $14.4M | Sell |
86,358
-3,722
| -4% | -$620K | 1.69% | 11 |
|
|
2024
Q3 | $15.3M | Sell |
90,080
-2,335
| -3% | -$398K | 1.81% | 8 |
|
|
2024
Q2 | $13M | Sell |
92,415
-1,009
| -1% | -$142K | 1.66% | 10 |
|
|
2024
Q1 | $11.7M | Buy |
93,424
+1,109
| +1% | +$139K | 1.47% | 13 |
|
|
2023
Q4 | $9.73M | Buy |
92,315
+1,174
| +1% | +$124K | 1.32% | 20 |
|
|
2023
Q3 | $9.65M | Sell |
91,141
-2,899
| -3% | -$307K | 1.47% | 16 |
|
|
2023
Q2 | $11.2M | Sell |
94,040
-397
| -0.4% | -$47.3K | 1.62% | 11 |
|
|
2023
Q1 | $8.78M | Buy |
94,437
+4,191
| +5% | +$389K | 1.37% | 20 |
|
|
2022
Q4 | $7.38M | Buy |
90,246
+6,411
| +8% | +$524K | 1.2% | 27 |
|
|
2022
Q3 | $5.12M | Buy |
83,835
+7,828
| +10% | +$478K | 0.93% | 43 |
|
|
2022
Q2 | $5.31M | Buy |
76,007
+1,172
| +2% | +$81.9K | 0.93% | 42 |
|
|
2022
Q1 | $6.19M | Buy |
74,835
+2,677
| +4% | +$221K | 0.93% | 42 |
|
|
2021
Q4 | $6.29M | Sell |
72,158
-10,561
| -13% | -$921K | 0.86% | 42 |
|
|
2021
Q3 | $7.21M | Sell |
82,719
-9,090
| -10% | -$792K | 1.09% | 31 |
|
|
2021
Q2 | $7.15M | Buy |
91,809
+102
| +0.1% | +$7.94K | 1.09% | 28 |
|
|
2021
Q1 | $6.44M | Buy |
91,707
+1,219
| +1% | +$85.5K | 1.03% | 30 |
|
|
2020
Q4 | $5.85M | Sell |
90,488
-1,139
| -1% | -$73.7K | 1% | 34 |
|
|
2020
Q3 | $5.47M | Buy |
91,627
+759
| +0.8% | +$45.3K | 1.05% | 32 |
|
|
2020
Q2 | $5.02M | Buy |
90,868
+2,133
| +2% | +$118K | 1.09% | 34 |
|
|
2020
Q1 | $4.29M | Sell |
88,735
-889
| -1% | -$43K | 1.24% | 29 |
|
|
2019
Q4 | $4.75M | Buy |
89,624
+2,926
| +3% | +$155K | 0.96% | 41 |
|
|
2019
Q3 | $4.77M | Buy |
86,698
+12,613
| +17% | +$694K | 1.05% | 40 |
|
|
2019
Q2 | $4.22M | Buy |
74,085
+21,694
| +41% | +$1.24M | 0.94% | 39 |
|
|
2019
Q1 | $2.81M | Buy |
52,391
+10,422
| +25% | +$560K | 0.66% | 58 |
|
|
2018
Q4 | $1.9M | Sell |
41,969
-682
| -2% | -$30.8K | 0.52% | 62 |
|
|
2018
Q3 | $2.2M | Buy |
42,651
+920
| +2% | +$47.4K | 0.49% | 63 |
|
|
2018
Q2 | $1.84M | Sell |
41,731
-407
| -1% | -$17.9K | 0.43% | 71 |
|
|
2018
Q1 | $1.93M | Buy |
42,138
+2,832
| +7% | +$130K | 0.47% | 68 |
|
|
2017
Q4 | $1.86M | Buy |
39,306
+2,694
| +7% | +$127K | 0.44% | 68 |
|
|
2017
Q3 | $1.77M | Buy |
36,612
+2,402
| +7% | +$116K | 0.45% | 70 |
|
|
2017
Q2 | $1.72M | Buy |
34,210
+5,647
| +20% | +$283K | 0.45% | 71 |
|
|
2017
Q1 | $1.27M | Buy |
28,563
+1,539
| +6% | +$68.6K | 0.34% | 79 |
|
|
2016
Q4 | $1.04M | Sell |
27,024
-486
| -2% | -$18.7K | 0.3% | 83 |
|
|
2016
Q3 | $1.08M | Buy |
27,510
+5,177
| +23% | +$203K | 0.32% | 77 |
|
|
2016
Q2 | $914K | Buy |
22,333
+14,235
| +176% | +$583K | 0.28% | 78 |
|
|
2016
Q1 | $331K | Sell |
8,098
-387
| -5% | -$15.8K | 0.11% | 101 |
|
|
2015
Q4 | $310K | Sell |
8,485
-68
| -0.8% | -$2.48K | 0.1% | 103 |
|
|
2015
Q3 | $309K | Sell |
8,553
-49
| -0.6% | -$1.77K | 0.11% | 101 |
|
|
2015
Q2 | $347K | Sell |
8,602
-185
| -2% | -$7.46K | 0.12% | 109 |
|
|
2015
Q1 | $379K | Sell |
8,787
-710
| -7% | -$30.6K | 0.13% | 102 |
|
|
2014
Q4 | $427K | Sell |
9,497
-400
| -4% | -$18K | 0.15% | 96 |
|
|
2014
Q3 | $379K | Sell |
9,897
-395
| -4% | -$15.1K | 0.14% | 96 |
|
|
2014
Q2 | $417K | Sell |
10,292
-1,280
| -11% | -$51.9K | 0.16% | 93 |
|
|
2014
Q1 | $473K | Buy |
11,572
+395
| +4% | +$16.1K | 0.19% | 83 |
|
|
2013
Q4 | $428K | Sell |
11,177
-690
| -6% | -$26.4K | 0.18% | 81 |
|
|
2013
Q3 | $394K | Sell |
11,867
-6,797
| -36% | -$226K | 0.18% | 83 |
|
|
2013
Q2 | $573K | Buy |
+18,664
| New | +$573K | 0.28% | 71 |
|