Altrius Capital Management’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.37M Hold
6,277
0.32% 67
2025
Q1
$878K Hold
6,277
0.21% 71
2024
Q4
$1.05M Sell
6,277
-74
-1% -$12.3K 0.28% 68
2024
Q3
$1.08M Buy
6,351
+104
+2% +$17.7K 0.27% 67
2024
Q2
$882K Hold
6,247
0.23% 71
2024
Q1
$785K Sell
6,247
-47
-0.7% -$5.9K 0.2% 75
2023
Q4
$664K Sell
6,294
-235
-4% -$24.8K 0.18% 77
2023
Q3
$692K Buy
6,529
+282
+5% +$29.9K 0.21% 75
2023
Q2
$744K Buy
+6,247
New +$744K 0.22% 75
2023
Q1
Sell
-6,247
Closed -$511K 92
2022
Q4
$511K Buy
+6,247
New +$511K 0.16% 81