Ownership history in SS&H Financial Advisors, Inc. · 15 quarters on record
This page tracks every 13F SEC filing in which SS&H Financial Advisors, Inc. reported a position in Oracle Corp (ORCL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 47,650 | +4,560 | +10.6% | 2.71% | $9.3M | $194.40 |
| 2025 Q3 | ADDED | 43,090 | +1,350 | +3.2% | 3.68% | $12.1M | $280.01 |
| 2025 Q2 | REDUCED | 41,740 | -667 | -1.6% | 3.05% | $9.1M | $217.21 |
| 2025 Q1 | REDUCED | 42,407 | -467 | -1.1% | 2.21% | $5.9M | $138.41 |
| 2024 Q4 | REDUCED | 42,874 | -50 | -0.1% | 2.60% | $7.1M | $164.56 |
| 2024 Q3 | UNCHANGED | 42,924 | — | 0% | 2.66% | $7.3M | $167.90 |
| 2024 Q2 | UNCHANGED | 42,924 | — | 0% | 2.37% | $6.1M | $138.74 |
| 2024 Q1 | ADDED | 42,924 | +1,000 | +2.4% | 2.25% | $5.4M | $123.02 |
| 2023 Q4 | ADDED | 41,924 | +1,615 | +4.0% | 1.87% | $4.4M | $102.86 |
| 2023 Q3 | REDUCED | 40,309 | -2,425 | -5.7% | 2.00% | $4.3M | $102.96 |
As of 2025 Q4 — sorted by position size