Ownership history in SWMG, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which SWMG, LLC 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 Q3 | ADDED | 1,196 | +14 | +1.2% | 0.10% | $335K | $280.01 |
| 2025 Q2 | REDUCED | 1,182 | -408 | -25.7% | 0.10% | $293K | $217.21 |
| 2024 Q4 | UNCHANGED | 1,590 | — | 0% | 0.12% | $293K | $164.56 |
| 2024 Q3 | ADDED | 1,590 | +8 | +0.5% | 0.12% | $302K | $167.90 |
| 2024 Q2 | REDUCED | 1,582 | -1,078 | -40.5% | 0.10% | $223K | $138.74 |
| 2021 Q2 | REDUCED | 2,660 | -704 | -20.9% | 0.12% | $207K | $73.01 |
| 2021 Q1 | UNCHANGED | 3,364 | — | 0% | 0.16% | $236K | $65.53 |
| 2020 Q4 | INITIATED | 3,364 | — | — | 0.15% | $207K | $60.18 |
As of 2025 Q4 — sorted by position size