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 |
|