United Capital 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 | $63.4M | Sell |
290,155
-28,369
| -9% | -$6.2M | 0.51% | 38 |
|
|
2025
Q1 | $44.5M | Sell |
318,524
-18,249
| -5% | -$2.55M | 0.38% | 55 |
|
|
2024
Q4 | $56.1M | Sell |
336,773
-6,047
| -2% | -$1.01M | 0.47% | 44 |
|
|
2024
Q3 | $58.4M | Sell |
342,820
-13,546
| -4% | -$2.31M | 0.48% | 47 |
|
|
2024
Q2 | $50.3M | Sell |
356,366
-21,433
| -6% | -$3.03M | 0.43% | 51 |
|
|
2024
Q1 | $47.5M | Sell |
377,799
-25,612
| -6% | -$3.22M | 0.39% | 59 |
|
|
2023
Q4 | $42.5M | Sell |
403,411
-196,303
| -33% | -$20.7M | 0.35% | 64 |
|
|
2023
Q3 | $63.5M | Sell |
599,714
-91,136
| -13% | -$9.65M | 0.42% | 50 |
|
|
2023
Q2 | $82.3M | Sell |
690,850
-58,272
| -8% | -$6.94M | 0.45% | 43 |
|
|
2023
Q1 | $69.6M | Sell |
749,122
-38,463
| -5% | -$3.57M | 0.39% | 49 |
|
|
2022
Q4 | $64.4M | Sell |
787,585
-11,319
| -1% | -$925K | 0.36% | 56 |
|
|
2022
Q3 | $48.8M | Sell |
798,904
-22,415
| -3% | -$1.37M | 0.29% | 73 |
|
|
2022
Q2 | $57.4M | Buy |
821,319
+15,249
| +2% | +$1.07M | 0.32% | 71 |
|
|
2022
Q1 | $66.7M | Sell |
806,070
-11,482
| -1% | -$950K | 0.32% | 63 |
|
|
2021
Q4 | $71.3M | Sell |
817,552
-11,126
| -1% | -$970K | 0.33% | 60 |
|
|
2021
Q3 | $72.2M | Sell |
828,678
-16,041
| -2% | -$1.4M | 0.36% | 56 |
|
|
2021
Q2 | $65.8M | Buy |
844,719
+639
| +0.1% | +$49.7K | 0.33% | 62 |
|
|
2021
Q1 | $59.2M | Sell |
844,080
-23,260
| -3% | -$1.63M | 0.33% | 63 |
|
|
2020
Q4 | $56.1M | Sell |
867,340
-5,726
| -0.7% | -$370K | 0.34% | 66 |
|
|
2020
Q3 | $52.1M | Sell |
873,066
-11,718
| -1% | -$700K | 0.34% | 67 |
|
|
2020
Q2 | $48.9M | Buy |
884,784
+113,281
| +15% | +$6.26M | 0.36% | 68 |
|
|
2020
Q1 | $37.3M | Buy |
771,503
+2,173
| +0.3% | +$105K | 0.31% | 74 |
|
|
2019
Q4 | $40.8M | Buy |
769,330
+68,945
| +10% | +$3.65M | 0.26% | 89 |
|
|
2019
Q3 | $38.5M | Sell |
700,385
-19,611
| -3% | -$1.08M | 0.27% | 90 |
|
|
2019
Q2 | $41M | Buy |
719,996
+9,482
| +1% | +$540K | 0.27% | 88 |
|
|
2019
Q1 | $38.2M | Sell |
710,514
-65,551
| -8% | -$3.52M | 0.27% | 86 |
|
|
2018
Q4 | $35M | Sell |
776,065
-2,127
| -0.3% | -$96K | 0.28% | 81 |
|
|
2018
Q3 | $40.1M | Buy |
778,192
+21,922
| +3% | +$1.13M | 0.28% | 78 |
|
|
2018
Q2 | $33.3M | Buy |
756,270
+209,958
| +38% | +$9.25M | 0.25% | 89 |
|
|
2018
Q1 | $25M | Buy |
546,312
+36,494
| +7% | +$1.67M | 0.19% | 126 |
|
|
2017
Q4 | $24.2M | Buy |
509,818
+35,574
| +8% | +$1.69M | 0.19% | 119 |
|
|
2017
Q3 | $22.9M | Buy |
474,244
+23,493
| +5% | +$1.14M | 0.19% | 118 |
|
|
2017
Q2 | $22.6M | Buy |
450,751
+21,512
| +5% | +$1.08M | 0.2% | 114 |
|
|
2017
Q1 | $19.1M | Buy |
429,239
+17,457
| +4% | +$779K | 0.18% | 126 |
|
|
2016
Q4 | $15.8M | Buy |
411,782
+50,458
| +14% | +$1.94M | 0.15% | 150 |
|
|
2016
Q3 | $14.2M | Buy |
361,324
+69,517
| +24% | +$2.73M | 0.14% | 171 |
|
|
2016
Q2 | $12M | Buy |
291,807
+46,105
| +19% | +$1.89M | 0.12% | 182 |
|
|
2016
Q1 | $10.1M | Buy |
245,702
+14,610
| +6% | +$598K | 0.11% | 201 |
|
|
2015
Q4 | $8.44M | Sell |
231,092
-8,458
| -4% | -$309K | 0.1% | 239 |
|
|
2015
Q3 | $8.65M | Buy |
239,550
+13,319
| +6% | +$481K | 0.1% | 214 |
|
|
2015
Q2 | $9.12M | Buy |
226,231
+18,934
| +9% | +$763K | 0.11% | 231 |
|
|
2015
Q1 | $9.04M | Sell |
207,297
-1,837
| -0.9% | -$80.1K | 0.11% | 229 |
|
|
2014
Q4 | $9.41M | Buy |
209,134
+69,393
| +50% | +$3.12M | 0.14% | 170 |
|
|
2014
Q3 | $5.35M | Sell |
139,741
-59,405
| -30% | -$2.27M | 0.09% | 242 |
|
|
2014
Q2 | $8.07M | Sell |
199,146
-13,959
| -7% | -$566K | 0.15% | 177 |
|
|
2014
Q1 | $8.72M | Buy |
213,105
+61,423
| +40% | +$2.51M | 0.19% | 130 |
|
|
2013
Q4 | $5.8M | Sell |
151,682
-57,057
| -27% | -$2.18M | 0.2% | 133 |
|
|
2013
Q3 | $6.92M | Sell |
208,739
-2,121
| -1% | -$70.4K | 0.22% | 101 |
|
|
2013
Q2 | $6.48M | Buy |
+210,860
| New | +$6.48M | 0.17% | 152 |
|