ACA
Aptus Capital Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.9M | Buy |
150,410
+69,317
| +85% | +$15.2M | 0.27% | 68 |
|
|
2025
Q1 | $11.3M | Buy |
81,093
+11,446
| +16% | +$1.6M | 0.12% | 160 |
|
|
2024
Q4 | $11.6M | Buy |
69,647
+48,635
| +231% | +$8.1M | 0.12% | 140 |
|
|
2024
Q3 | $3.58M | Buy |
21,012
+1,816
| +9% | +$309K | 0.05% | 250 |
|
|
2024
Q2 | $2.71M | Buy |
19,196
+3,176
| +20% | +$448K | 0.05% | 258 |
|
|
2024
Q1 | $2.01M | Buy |
16,020
+3,371
| +27% | +$423K | 0.04% | 288 |
|
|
2023
Q4 | $1.33M | Sell |
12,649
-170
| -1% | -$17.9K | 0.04% | 256 |
|
|
2023
Q3 | $1.36M | Buy |
12,819
+7,424
| +138% | +$786K | 0.04% | 265 |
|
|
2023
Q2 | $642K | Buy |
5,395
+888
| +20% | +$106K | 0.02% | 288 |
|
|
2023
Q1 | $419K | Sell |
4,507
-142,370
| -97% | -$13.2M | 0.01% | 339 |
|
|
2022
Q4 | $12M | Buy |
146,877
+84,358
| +135% | +$6.9M | 0.37% | 56 |
|
|
2022
Q3 | $3.82M | Buy |
62,519
+58,492
| +1,452% | +$3.57M | 0.09% | 124 |
|
|
2022
Q2 | $281K | Sell |
4,027
-301
| -7% | -$21K | 0.01% | 327 |
|
|
2022
Q1 | $358K | Buy |
4,328
+674
| +18% | +$55.8K | 0.01% | 330 |
|
|
2021
Q4 | $319K | Sell |
3,654
-54
| -1% | -$4.71K | 0.01% | 299 |
|
|
2021
Q3 | $323K | Sell |
3,708
-24,468
| -87% | -$2.13M | 0.01% | 291 |
|
|
2021
Q2 | $2.19M | Buy |
28,176
+2,167
| +8% | +$169K | 0.06% | 117 |
|
|
2021
Q1 | $1.83M | Buy |
26,009
+22,302
| +602% | +$1.57M | 0.07% | 115 |
|
|
2020
Q4 | $239K | Buy |
3,707
+181
| +5% | +$11.7K | 0.01% | 270 |
|
|
2020
Q3 | $210K | Buy |
+3,526
| New | +$210K | 0.01% | 265 |
|
|
2019
Q4 | – | Sell |
-24,963
| Closed | -$1.37M | – | 494 |
|
|
2019
Q3 | $1.37M | Sell |
24,963
-4,087
| -14% | -$225K | 0.08% | 108 |
|
|
2019
Q2 | $1.65M | Sell |
29,050
-15,634
| -35% | -$890K | 0.23% | 70 |
|
|
2019
Q1 | $2.4M | Buy |
44,684
+9,974
| +29% | +$535K | 0.41% | 45 |
|
|
2018
Q4 | $1.57M | Buy |
+34,710
| New | +$1.57M | 0.41% | 32 |
|