ATFA
All Terrain Financial Advisors’s Oracle ORCL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $449K | Hold |
2,052
| – | – | 0.13% | 57 |
|
2025
Q1 | $287K | Hold |
2,052
| – | – | 0.09% | 68 |
|
2024
Q4 | $342K | Sell |
2,052
-3,800
| -65% | -$633K | 0.11% | 58 |
|
2024
Q3 | $997K | Hold |
5,852
| – | – | 0.37% | 40 |
|
2024
Q2 | $826K | Hold |
5,852
| – | – | 0.33% | 42 |
|
2024
Q1 | $735K | Sell |
5,852
-2,000
| -25% | -$251K | 0.29% | 41 |
|
2023
Q4 | $828K | Hold |
7,852
| – | – | 0.31% | 39 |
|
2023
Q3 | $832K | Hold |
7,852
| – | – | 0.35% | 39 |
|
2023
Q2 | $935K | Sell |
7,852
-2,200
| -22% | -$262K | 0.35% | 37 |
|
2023
Q1 | $934K | Hold |
10,052
| – | – | 0.38% | 37 |
|
2022
Q4 | $822K | Hold |
10,052
| – | – | 0.36% | 38 |
|
2022
Q3 | $614K | Hold |
10,052
| – | – | 0.26% | 39 |
|
2022
Q2 | $702K | Hold |
10,052
| – | – | 0.3% | 37 |
|
2022
Q1 | $832K | Hold |
10,052
| – | – | 0.34% | 38 |
|
2021
Q4 | $877K | Sell |
10,052
-1,062
| -10% | -$92.7K | 0.36% | 36 |
|
2021
Q3 | $968K | Hold |
11,114
| – | – | 0.42% | 37 |
|
2021
Q2 | $865K | Hold |
11,114
| – | – | 0.4% | 40 |
|
2021
Q1 | $780K | Hold |
11,114
| – | – | 0.36% | 41 |
|
2020
Q4 | $719K | Hold |
11,114
| – | – | 0.28% | 42 |
|
2020
Q3 | $664K | Hold |
11,114
| – | – | 0.23% | 40 |
|
2020
Q2 | $614K | Hold |
11,114
| – | – | 0.25% | 42 |
|
2020
Q1 | $537K | Hold |
11,114
| – | – | 0.22% | 49 |
|
2019
Q4 | $589K | Sell |
11,114
-174
| -2% | -$9.22K | 0.19% | 59 |
|
2019
Q3 | $621K | Hold |
11,288
| – | – | 0.21% | 58 |
|
2019
Q2 | $643K | Buy |
11,288
+10
| +0.1% | +$570 | 0.22% | 57 |
|
2019
Q1 | $606K | Buy |
11,278
+26
| +0.2% | +$1.4K | 0.21% | 56 |
|
2018
Q4 | $508K | Sell |
11,252
-4
| -0% | -$181 | 0.2% | 66 |
|
2018
Q3 | $580K | Sell |
11,256
-1,700
| -13% | -$87.6K | 0.24% | 65 |
|
2018
Q2 | $571K | Hold |
12,956
| – | – | 0.26% | 63 |
|
2018
Q1 | $593K | Hold |
12,956
| – | – | 0.27% | 64 |
|
2017
Q4 | $613K | Buy |
+12,956
| New | +$613K | 0.28% | 63 |
|