Univest Financial’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
7,379
-38
| -0.5% | -$8.31K | 0.1% | 124 |
|
|
2025
Q1 | $1.04M | Buy |
7,417
+3,418
| +85% | +$478K | 0.07% | 153 |
|
|
2024
Q4 | $666K | Buy |
3,999
+1
| +0% | +$167 | 0.04% | 180 |
|
|
2024
Q3 | $681K | Buy |
+3,998
| New | +$681K | 0.04% | 177 |
|
|
2020
Q1 | – | Sell |
-66,083
| Closed | -$2.54M | – | 126 |
|
|
2019
Q4 | $2.54M | Buy |
+66,083
| New | +$2.54M | 1.08% | 52 |
|
|
2017
Q1 | – | Sell |
-66,083
| Closed | -$2.54M | – | 98 |
|
|
2016
Q4 | $2.54M | Sell |
66,083
-1,226
| -2% | -$47.1K | 1.08% | 52 |
|
|
2016
Q3 | $2.64M | Buy |
67,309
+55
| +0.1% | +$2.16K | 1.2% | 45 |
|
|
2016
Q2 | $2.75M | Sell |
67,254
-1,206
| -2% | -$49.4K | 1.26% | 44 |
|
|
2016
Q1 | $2.8M | Sell |
68,460
-9,105
| -12% | -$373K | 1.27% | 43 |
|
|
2015
Q4 | $2.83M | Buy |
77,565
+923
| +1% | +$33.7K | 1.29% | 36 |
|
|
2015
Q3 | $2.77M | Sell |
76,642
-1,766
| -2% | -$63.8K | 1.35% | 38 |
|
|
2015
Q2 | $3.16M | Sell |
78,408
-957
| -1% | -$38.6K | 1.45% | 31 |
|
|
2015
Q1 | $3.43M | Sell |
79,365
-3,728
| -4% | -$161K | 1.54% | 27 |
|
|
2014
Q4 | $3.74M | Buy |
83,093
+953
| +1% | +$42.9K | 1.64% | 25 |
|
|
2014
Q3 | $3.14M | Sell |
82,140
-10,406
| -11% | -$398K | 1.47% | 28 |
|
|
2014
Q2 | $3.75M | Buy |
92,546
+1,195
| +1% | +$48.4K | 1.77% | 15 |
|
|
2014
Q1 | $3.74M | Buy |
91,351
+5,494
| +6% | +$225K | 1.86% | 9 |
|
|
2013
Q4 | $3.29M | Sell |
85,857
-211
| -0.2% | -$8.07K | 1.62% | 21 |
|
|
2013
Q3 | $2.86M | Sell |
86,068
-1,982
| -2% | -$65.7K | 1.52% | 33 |
|
|
2013
Q2 | $2.7M | Buy |
+88,050
| New | +$2.7M | 1.48% | 37 |
|