Arkadios Wealth Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.73M | Buy |
39,932
+4,357
| +12% | +$953K | 0.26% | 72 |
|
|
2025
Q1 | $4.97M | Buy |
35,575
+18,007
| +102% | +$2.52M | 0.19% | 122 |
|
|
2024
Q4 | $2.93M | Sell |
17,568
-3,248
| -16% | -$541K | 0.16% | 135 |
|
|
2024
Q3 | $3.55M | Buy |
20,816
+8,234
| +65% | +$1.4M | 0.2% | 110 |
|
|
2024
Q2 | $1.78M | Buy |
12,582
+4,488
| +55% | +$634K | 0.12% | 182 |
|
|
2024
Q1 | $1.02M | Buy |
8,094
+290
| +4% | +$36.4K | 0.08% | 231 |
|
|
2023
Q4 | $823K | Buy |
7,804
+1,687
| +28% | +$178K | 0.07% | 262 |
|
|
2023
Q3 | $648K | Buy |
6,117
+319
| +6% | +$33.8K | 0.06% | 280 |
|
|
2023
Q2 | $691K | Buy |
5,798
+252
| +5% | +$30K | 0.08% | 244 |
|
|
2023
Q1 | $515K | Hold |
5,546
| – | – | 0.06% | 296 |
|
|
2022
Q4 | $453K | Buy |
5,546
+328
| +6% | +$26.8K | 0.06% | 304 |
|
|
2022
Q3 | $319K | Buy |
5,218
+419
| +9% | +$25.6K | 0.05% | 361 |
|
|
2022
Q2 | $335K | Sell |
4,799
-419
| -8% | -$29.2K | 0.05% | 368 |
|
|
2022
Q1 | $432K | Buy |
5,218
+495
| +10% | +$41K | 0.06% | 343 |
|
|
2021
Q4 | $412K | Buy |
4,723
+199
| +4% | +$17.4K | 0.05% | 365 |
|
|
2021
Q3 | $394K | Sell |
4,524
-2,186
| -33% | -$190K | 0.06% | 343 |
|
|
2021
Q2 | $522K | Buy |
6,710
+2,244
| +50% | +$175K | 0.06% | 323 |
|
|
2021
Q1 | $313K | Buy |
4,466
+1,245
| +39% | +$87.3K | 0.05% | 336 |
|
|
2020
Q4 | $208K | Buy |
3,221
+2,168
| +206% | +$140K | 0.04% | 318 |
|
|
2020
Q3 | $63.5K | Sell |
1,053
-471
| -31% | -$28.4K | 0.03% | 364 |
|
|
2020
Q2 | $87.2K | Sell |
1,524
-178
| -10% | -$10.2K | 0.05% | 278 |
|
|
2020
Q1 | $82.3K | Buy |
1,702
+175
| +11% | +$8.46K | 0.05% | 261 |
|
|
2019
Q4 | $84.5K | Buy |
+1,527
| New | +$84.5K | 0.05% | 253 |
|