ACM
Advisors Capital Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.4M | Buy |
290,095
+59,826
| +26% | +$13.1M | 0.87% | 31 |
|
|
2025
Q1 | $32.2M | Buy |
230,269
+17,328
| +8% | +$2.42M | 0.5% | 64 |
|
|
2024
Q4 | $35.5M | Buy |
212,941
+7,130
| +3% | +$1.19M | 0.56% | 53 |
|
|
2024
Q3 | $35.1M | Sell |
205,811
-2,493
| -1% | -$425K | 0.57% | 54 |
|
|
2024
Q2 | $29.4M | Buy |
208,304
+754
| +0.4% | +$106K | 0.51% | 61 |
|
|
2024
Q1 | $26.1M | Buy |
207,550
+17,026
| +9% | +$2.14M | 0.48% | 67 |
|
|
2023
Q4 | $20.1M | Buy |
190,524
+76,227
| +67% | +$8.04M | 0.41% | 82 |
|
|
2023
Q3 | $12.1M | Buy |
114,297
+10,794
| +10% | +$1.14M | 0.31% | 106 |
|
|
2023
Q2 | $12.3M | Buy |
103,503
+3,350
| +3% | +$399K | 0.29% | 109 |
|
|
2023
Q1 | $9.31M | Buy |
100,153
+1,251
| +1% | +$116K | 0.24% | 117 |
|
|
2022
Q4 | $8.08M | Buy |
98,902
+2,004
| +2% | +$164K | 0.22% | 118 |
|
|
2022
Q3 | $7.61M | Buy |
96,898
+87,094
| +888% | +$6.84M | 0.2% | 122 |
|
|
2022
Q2 | $685K | Buy |
9,804
+196
| +2% | +$13.7K | 0.02% | 271 |
|
|
2022
Q1 | $795K | Sell |
9,608
-207
| -2% | -$17.1K | 0.02% | 263 |
|
|
2021
Q4 | $856K | Buy |
9,815
+1,040
| +12% | +$90.7K | 0.02% | 271 |
|
|
2021
Q3 | $765K | Buy |
8,775
+2,897
| +49% | +$253K | 0.02% | 270 |
|
|
2021
Q2 | $458K | Buy |
5,878
+501
| +9% | +$39K | 0.01% | 290 |
|
|
2021
Q1 | $377K | Buy |
5,377
+769
| +17% | +$53.9K | 0.01% | 291 |
|
|
2020
Q4 | $298K | Buy |
4,608
+331
| +8% | +$21.4K | 0.01% | 293 |
|
|
2020
Q3 | $256K | Buy |
+4,277
| New | +$256K | 0.01% | 278 |
|
|
2020
Q2 | – | Sell |
-13,772
| Closed | -$666K | – | 311 |
|
|
2020
Q1 | $666K | Sell |
13,772
-3,546
| -20% | -$171K | 0.04% | 187 |
|
|
2019
Q4 | $917K | Buy |
17,318
+10,470
| +153% | +$554K | 0.04% | 211 |
|
|
2019
Q3 | $377K | Buy |
+6,848
| New | +$377K | 0.02% | 243 |
|
|
2019
Q1 | – | Sell |
-4,650
| Closed | -$210K | – | 270 |
|
|
2018
Q4 | $210K | Buy |
+4,650
| New | +$210K | 0.02% | 264 |
|
|
2015
Q2 | – | Sell |
-116,496
| Closed | -$5.03M | – | 166 |
|
|
2015
Q1 | $5.03M | Buy |
116,496
+11,577
| +11% | +$500K | 0.56% | 64 |
|
|
2014
Q4 | $4.72M | Sell |
104,919
-1,183
| -1% | -$53.2K | 0.57% | 62 |
|
|
2014
Q3 | $4.06M | Buy |
106,102
+3,355
| +3% | +$128K | 0.52% | 72 |
|
|
2014
Q2 | $4.16M | Sell |
102,747
-11,582
| -10% | -$469K | 0.56% | 68 |
|
|
2014
Q1 | $4.68M | Buy |
114,329
+29,665
| +35% | +$1.21M | 0.71% | 49 |
|
|
2013
Q4 | $3.24M | Buy |
+84,664
| New | +$3.24M | 0.55% | 66 |
|