USA Financial Formulas’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-33
| Closed | -$3.48K | – | 396 |
|
|
2023
Q4 | $3.48K | Sell |
33
-2,233
| -99% | -$235K | ﹤0.01% | 277 |
|
|
2023
Q3 | $240K | Buy |
+2,266
| New | +$240K | 0.36% | 74 |
|
|
2021
Q4 | – | Sell |
-1,658
| Closed | -$144K | – | 467 |
|
|
2021
Q3 | $144K | Buy |
1,658
+974
| +142% | +$84.6K | 0.13% | 133 |
|
|
2021
Q2 | $53K | Sell |
684
-554
| -45% | -$42.9K | 0.04% | 216 |
|
|
2021
Q1 | $87K | Sell |
1,238
-176
| -12% | -$12.4K | 0.07% | 174 |
|
|
2020
Q4 | $91K | Buy |
1,414
+1,373
| +3,349% | +$88.4K | 0.07% | 148 |
|
|
2020
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 221 |
|
|
2020
Q2 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 127 |
|
|
2017
Q4 | – | Sell |
-5,507
| Closed | -$266K | – | 317 |
|
|
2017
Q3 | $266K | Sell |
5,507
-739
| -12% | -$35.7K | 0.06% | 234 |
|
|
2017
Q2 | $313K | Sell |
6,246
-486
| -7% | -$24.4K | 0.08% | 207 |
|
|
2017
Q1 | $300K | Buy |
+6,732
| New | +$300K | 0.07% | 190 |
|