Apella Capital’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
9,762
+746
| +8% | +$173K | 0.06% | 156 |
|
|
2025
Q1 | $1.26M | Buy |
9,016
+2,600
| +41% | +$363K | 0.04% | 169 |
|
|
2024
Q4 | $1.07M | Sell |
6,416
-153
| -2% | -$25.5K | 0.04% | 159 |
|
|
2024
Q3 | $1.1M | Sell |
6,569
-3
| -0% | -$503 | 0.05% | 143 |
|
|
2024
Q2 | $924K | Buy |
6,572
+1,749
| +36% | +$246K | 0.04% | 152 |
|
|
2024
Q1 | $594K | Sell |
4,823
-59
| -1% | -$7.27K | 0.03% | 177 |
|
|
2023
Q4 | $501K | Sell |
4,882
-9
| -0.2% | -$923 | 0.03% | 184 |
|
|
2023
Q3 | $518K | Buy |
4,891
+50
| +1% | +$5.3K | 0.04% | 166 |
|
|
2023
Q2 | $576K | Buy |
+4,841
| New | +$576K | 0.04% | 163 |
|
|
2022
Q4 | $366K | Buy |
4,478
+91
| +2% | +$7.44K | 0.03% | 171 |
|
|
2022
Q3 | $268K | Hold |
4,387
| – | – | 0.03% | 184 |
|
|
2022
Q2 | $307K | Hold |
4,387
| – | – | 0.04% | 176 |
|
|
2022
Q1 | $363K | Buy |
4,387
+405
| +10% | +$33.5K | 0.05% | 148 |
|
|
2021
Q4 | $347K | Buy |
3,982
+1,067
| +37% | +$93K | 0.04% | 150 |
|
|
2021
Q3 | $254K | Hold |
2,915
| – | – | 0.04% | 178 |
|
|
2021
Q2 | $227K | Buy |
+2,915
| New | +$227K | 0.04% | 196 |
|