ZIM
Zacks Investment Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.6M | Sell |
254,190
-2,996
| -1% | -$655K | 0.48% | 58 |
|
|
2025
Q1 | $36M | Sell |
257,186
-333,622
| -56% | -$46.6M | 0.34% | 83 |
|
|
2024
Q4 | $98.5M | Sell |
590,808
-38,724
| -6% | -$6.45M | 0.91% | 26 |
|
|
2024
Q3 | $107M | Buy |
629,532
+141,282
| +29% | +$24.1M | 0.93% | 27 |
|
|
2024
Q2 | $68.9M | Buy |
488,250
+24,603
| +5% | +$3.47M | 0.78% | 35 |
|
|
2024
Q1 | $58.2M | Buy |
463,647
+25,141
| +6% | +$3.16M | 0.62% | 43 |
|
|
2023
Q4 | $46.2M | Buy |
438,506
+288,215
| +192% | +$30.4M | 0.57% | 52 |
|
|
2023
Q3 | $15.9M | Buy |
150,291
+4,622
| +3% | +$490K | 0.21% | 114 |
|
|
2023
Q2 | $17.3M | Buy |
145,669
+49,705
| +52% | +$5.92M | 0.22% | 110 |
|
|
2023
Q1 | $8.92M | Buy |
95,964
+5,218
| +6% | +$485K | 0.12% | 144 |
|
|
2022
Q4 | $7.42M | Buy |
90,746
+81,891
| +925% | +$6.69M | 0.1% | 161 |
|
|
2022
Q3 | $540K | Buy |
8,855
+297
| +3% | +$18.1K | 0.01% | 416 |
|
|
2022
Q2 | $598K | Buy |
8,558
+797
| +10% | +$55.7K | 0.01% | 407 |
|
|
2022
Q1 | $642K | Sell |
7,761
-283
| -4% | -$23.4K | 0.01% | 413 |
|
|
2021
Q4 | $701K | Hold |
8,044
| – | – | 0.01% | 414 |
|
|
2021
Q3 | $701K | Buy |
8,044
+338
| +4% | +$29.5K | 0.01% | 415 |
|
|
2021
Q2 | $600K | Buy |
7,706
+3,332
| +76% | +$259K | 0.01% | 425 |
|
|
2021
Q1 | $307K | Buy |
+4,374
| New | +$307K | 0.01% | 459 |
|
|
2015
Q2 | – | Sell |
-42,713
| Closed | -$1.84M | – | 697 |
|
|
2015
Q1 | $1.84M | Sell |
42,713
-21,921
| -34% | -$946K | 0.06% | 193 |
|
|
2014
Q4 | $2.91M | Buy |
64,634
+3,396
| +6% | +$153K | 0.09% | 165 |
|
|
2014
Q3 | $2.34M | Buy |
61,238
+53,023
| +645% | +$2.03M | 0.08% | 167 |
|
|
2014
Q2 | $333K | Sell |
8,215
-60,893
| -88% | -$2.47M | 0.01% | 543 |
|
|
2014
Q1 | $2.83M | Buy |
69,108
+2,191
| +3% | +$89.6K | 0.1% | 161 |
|
|
2013
Q4 | $2.56M | Buy |
66,917
+4,472
| +7% | +$171K | 0.1% | 166 |
|
|
2013
Q3 | $2.07M | Sell |
62,445
-7,461
| -11% | -$247K | 0.09% | 172 |
|
|
2013
Q2 | $2.15M | Buy |
+69,906
| New | +$2.15M | 0.1% | 164 |
|