Oracle Corporation shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Oracle Corporation (ORCL) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Oracle Corporation
Tip: Access up to 7 years of quarterly data
All positions including Oracle Corporation held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Oracle Corporation by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $445k | 2.3k | 194.91 |
| 2025-09-30 | $514k | 1.8k | 289.01 |
| 2024-12-31 | $220k | 1.3k | 168.60 |
| 2024-09-30 | $224k | 1.3k | 170.40 |
| 2015-09-30 | $43k | 1.2k | 35.83 |
| 2015-06-30 | $48k | 1.2k | 40.00 |
| 2015-03-31 | $53k | 1.2k | 44.17 |
| 2014-12-31 | $54k | 1.2k | 45.00 |
More positions owned by Summit Financial Wealth Advisors
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