Acima Private Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Hold |
2,400
| – | – | 0.18% | 70 |
|
|
2025
Q1 | $336K | Hold |
2,400
| – | – | 0.12% | 94 |
|
|
2024
Q4 | $400K | Hold |
2,400
| – | – | 0.13% | 86 |
|
|
2024
Q3 | $409K | Hold |
2,400
| – | – | 0.14% | 88 |
|
|
2024
Q2 | $339K | Hold |
2,400
| – | – | 0.12% | 91 |
|
|
2024
Q1 | $301K | Sell |
2,400
-66
| -3% | -$8.29K | 0.11% | 105 |
|
|
2023
Q4 | $260K | Hold |
2,466
| – | – | 0.1% | 114 |
|
|
2023
Q3 | $261K | Hold |
2,466
| – | – | 0.12% | 115 |
|
|
2023
Q2 | $294K | Hold |
2,466
| – | – | 0.14% | 108 |
|
|
2023
Q1 | $229K | Buy |
2,466
+66
| +3% | +$6.13K | 0.11% | 120 |
|
|
2022
Q4 | $196K | Hold |
2,400
| – | – | 0.1% | 122 |
|
|
2022
Q3 | $147K | Hold |
2,400
| – | – | 0.08% | 125 |
|
|
2022
Q2 | $168K | Hold |
2,400
| – | – | 0.08% | 125 |
|
|
2022
Q1 | $199K | Hold |
2,400
| – | – | 0.09% | 125 |
|
|
2021
Q4 | $209K | Hold |
2,400
| – | – | 0.09% | 128 |
|
|
2021
Q3 | $209K | Hold |
2,400
| – | – | 0.1% | 122 |
|
|
2021
Q2 | $187K | Hold |
2,400
| – | – | 0.09% | 130 |
|
|
2021
Q1 | $168K | Sell |
2,400
-2,500
| -51% | -$175K | 0.08% | 130 |
|
|
2020
Q4 | $317K | Hold |
4,900
| – | – | 0.16% | 94 |
|
|
2020
Q3 | $293K | Hold |
4,900
| – | – | 0.18% | 92 |
|
|
2020
Q2 | $271K | Hold |
4,900
| – | – | 0.18% | 99 |
|
|
2020
Q1 | $237K | Sell |
4,900
-500
| -9% | -$24.2K | 0.18% | 98 |
|
|
2019
Q4 | $286K | Buy |
5,400
+500
| +10% | +$26.5K | 0.2% | 109 |
|
|
2019
Q3 | $269K | Hold |
4,900
| – | – | 0.21% | 106 |
|
|
2019
Q2 | $279K | Hold |
4,900
| – | – | 0.22% | 99 |
|
|
2019
Q1 | $263K | Hold |
4,900
| – | – | 0.23% | 98 |
|
|
2018
Q4 | $221K | Buy |
+4,900
| New | +$221K | 0.22% | 102 |
|