ACA
Affinity Capital Advisors’s Oracle ORCL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $886K | Buy |
4,053
+1,967
| +94% | +$430K | 0.15% | 73 |
|
2025
Q1 | $276K | Buy |
2,086
+183
| +10% | +$24.2K | 0.05% | 124 |
|
2024
Q4 | $308K | Buy |
1,903
+67
| +4% | +$10.9K | 0.06% | 116 |
|
2024
Q3 | $313K | Buy |
1,836
+210
| +13% | +$35.8K | 0.06% | 118 |
|
2024
Q2 | $230K | Hold |
1,626
| – | – | 0.05% | 139 |
|
2024
Q1 | $204K | Buy |
+1,626
| New | +$204K | 0.05% | 147 |
|
2023
Q3 | – | Sell |
-1,697
| Closed | -$202K | – | 140 |
|
2023
Q2 | $202K | Buy |
+1,697
| New | +$202K | 0.05% | 130 |
|