XF
XML Financial’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Buy |
15,512
+404
| +3% | +$88.3K | 0.29% | 84 |
|
|
2025
Q1 | $2.11M | Sell |
15,108
-286
| -2% | -$40K | 0.2% | 112 |
|
|
2024
Q4 | $2.57M | Sell |
15,394
-1,844
| -11% | -$307K | 0.23% | 97 |
|
|
2024
Q3 | $2.94M | Sell |
17,238
-1,295
| -7% | -$221K | 0.27% | 89 |
|
|
2024
Q2 | $2.62M | Buy |
18,533
+318
| +2% | +$44.9K | 0.26% | 93 |
|
|
2024
Q1 | $2.29M | Buy |
18,215
+46
| +0.3% | +$5.78K | 0.23% | 106 |
|
|
2023
Q4 | $1.92M | Buy |
18,169
+49
| +0.3% | +$5.17K | 0.2% | 114 |
|
|
2023
Q3 | $1.92M | Buy |
18,120
+59
| +0.3% | +$6.25K | 0.23% | 103 |
|
|
2023
Q2 | $2.15M | Sell |
18,061
-16,769
| -48% | -$2M | 0.25% | 101 |
|
|
2023
Q1 | $3.24M | Sell |
34,830
-361
| -1% | -$33.5K | 0.39% | 74 |
|
|
2022
Q4 | $2.88M | Sell |
35,191
-454
| -1% | -$37.1K | 0.36% | 83 |
|
|
2022
Q3 | $2.18M | Buy |
35,645
+20,028
| +128% | +$1.22M | 0.3% | 90 |
|
|
2022
Q2 | $1.09M | Sell |
15,617
-17,691
| -53% | -$1.24M | 0.25% | 83 |
|
|
2022
Q1 | $2.76M | Buy |
33,308
+70
| +0.2% | +$5.79K | 0.33% | 85 |
|
|
2021
Q4 | $2.9M | Sell |
33,238
-34
| -0.1% | -$2.97K | 0.35% | 84 |
|
|
2021
Q3 | $2.9M | Buy |
33,272
+19,788
| +147% | +$1.72M | 0.39% | 79 |
|
|
2021
Q2 | $1.05M | Buy |
13,484
+16
| +0.1% | +$1.25K | 0.23% | 82 |
|
|
2021
Q1 | $945K | Buy |
13,468
+40
| +0.3% | +$2.81K | 0.23% | 87 |
|
|
2020
Q4 | $869K | Sell |
13,428
-237
| -2% | -$15.3K | 0.23% | 88 |
|
|
2020
Q3 | $816K | Sell |
13,665
-154
| -1% | -$9.2K | 0.25% | 85 |
|
|
2020
Q2 | $764K | Buy |
13,819
+48
| +0.3% | +$2.65K | 0.27% | 78 |
|
|
2020
Q1 | $666K | Sell |
13,771
-3,568
| -21% | -$173K | 0.29% | 79 |
|
|
2019
Q4 | $919K | Buy |
+17,339
| New | +$919K | 0.33% | 70 |
|