Transamerica Financial Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $823 | Hold |
4
| – | – | ﹤0.01% | 417 |
|
|
2025
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 525 |
|
|
2024
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 518 |
|
|
2024
Q3 | $1K | Sell |
4
-957
| -100% | -$239K | ﹤0.01% | 521 |
|
|
2024
Q2 | $136K | Hold |
961
| – | – | 0.01% | 218 |
|
|
2024
Q1 | $121K | Sell |
961
-3,680
| -79% | -$463K | 0.01% | 246 |
|
|
2023
Q4 | $490K | Sell |
4,641
-1,167
| -20% | -$123K | 0.07% | 175 |
|
|
2023
Q3 | $616K | Sell |
5,808
-779
| -12% | -$82.6K | 0.08% | 151 |
|
|
2023
Q2 | $785K | Sell |
6,587
-32
| -0.5% | -$3.81K | 0.1% | 151 |
|
|
2023
Q1 | $616K | Buy |
6,619
+267
| +4% | +$24.8K | 0.08% | 162 |
|
|
2022
Q4 | $520K | Sell |
6,352
-61
| -1% | -$4.99K | 0.07% | 162 |
|
|
2022
Q3 | $392K | Buy |
6,413
+558
| +10% | +$34.1K | 0.06% | 173 |
|
|
2022
Q2 | $410K | Buy |
+5,855
| New | +$410K | 0.06% | 175 |
|
|
2020
Q3 | – | Sell |
-523
| Closed | -$29K | – | 390 |
|
|
2020
Q2 | $29K | Buy |
+523
| New | +$29K | 0.01% | 218 |
|
|
2019
Q3 | – | Sell |
-397
| Closed | -$23K | – | 395 |
|
|
2019
Q2 | $23K | Buy |
+397
| New | +$23K | 0.01% | 273 |
|
|
2016
Q3 | – | Sell |
-1
| Closed | -$1K | – | 433 |
|
|
2016
Q2 | $1K | Sell |
1
-1,609
| -100% | -$1.61M | ﹤0.01% | 364 |
|
|
2016
Q1 | $66K | Sell |
1,610
-1
| -0.1% | -$41 | 0.01% | 342 |
|
|
2015
Q4 | $59K | Hold |
1,611
| – | – | ﹤0.01% | 385 |
|
|
2015
Q3 | $59K | Sell |
1,611
-3
| -0.2% | -$110 | ﹤0.01% | 365 |
|
|
2015
Q2 | $66K | Sell |
1,614
-202
| -11% | -$8.26K | ﹤0.01% | 414 |
|
|
2015
Q1 | $79K | Buy |
1,816
+601
| +49% | +$26.1K | 0.01% | 389 |
|
|
2014
Q4 | $55K | Sell |
1,215
-336
| -22% | -$15.2K | ﹤0.01% | 355 |
|
|
2014
Q3 | $60K | Buy |
1,551
+140
| +10% | +$5.42K | 0.01% | 331 |
|
|
2014
Q2 | $58K | Sell |
1,411
-1,174
| -45% | -$48.3K | 0.01% | 359 |
|
|
2014
Q1 | $106K | Buy |
2,585
+430
| +20% | +$17.6K | 0.01% | 292 |
|
|
2013
Q4 | $83K | Buy |
2,155
+1,855
| +618% | +$71.4K | 0.01% | 292 |
|
|
2013
Q3 | $10K | Buy |
300
+200
| +200% | +$6.67K | ﹤0.01% | 436 |
|
|
2013
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 493 |
|