AI
Atria Investments’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55M | Sell |
251,578
-464
| -0.2% | -$101K | 0.65% | 20 |
|
|
2025
Q1 | $35.2M | Sell |
252,042
-10,669
| -4% | -$1.49M | 0.45% | 36 |
|
|
2024
Q4 | $43.8M | Buy |
262,711
+9,888
| +4% | +$1.65M | 0.54% | 27 |
|
|
2024
Q3 | $43.1M | Buy |
252,823
+38,079
| +18% | +$6.49M | 0.54% | 28 |
|
|
2024
Q2 | $30.3M | Buy |
214,744
+15,530
| +8% | +$2.19M | 0.39% | 43 |
|
|
2024
Q1 | $25M | Buy |
199,214
+9,840
| +5% | +$1.23M | 0.34% | 60 |
|
|
2023
Q4 | $19.9M | Buy |
189,374
+10,884
| +6% | +$1.15M | 0.31% | 63 |
|
|
2023
Q3 | $18.9M | Buy |
178,490
+5,890
| +3% | +$623K | 0.34% | 61 |
|
|
2023
Q2 | $20.5M | Sell |
172,600
-15,893
| -8% | -$1.89M | 0.37% | 50 |
|
|
2023
Q1 | $17.5M | Buy |
188,493
+4,461
| +2% | +$414K | 0.33% | 62 |
|
|
2022
Q4 | $15M | Buy |
184,032
+9,684
| +6% | +$791K | 0.31% | 68 |
|
|
2022
Q3 | $10.6M | Buy |
174,348
+3,482
| +2% | +$213K | 0.24% | 95 |
|
|
2022
Q2 | $11.9M | Sell |
170,866
-12,831
| -7% | -$896K | 0.25% | 85 |
|
|
2022
Q1 | $15.2M | Buy |
183,697
+5,042
| +3% | +$417K | 0.27% | 76 |
|
|
2021
Q4 | $15.6M | Buy |
178,655
+7,978
| +5% | +$696K | 0.28% | 78 |
|
|
2021
Q3 | $14.9M | Sell |
170,677
-3,804
| -2% | -$331K | 0.27% | 75 |
|
|
2021
Q2 | $13.6M | Sell |
174,481
-9,252
| -5% | -$720K | 0.26% | 80 |
|
|
2021
Q1 | $12.9M | Buy |
183,733
+6,137
| +3% | +$431K | 0.29% | 72 |
|
|
2020
Q4 | $11.5M | Buy |
177,596
+5,715
| +3% | +$370K | 0.28% | 81 |
|
|
2020
Q3 | $10.3M | Buy |
171,881
+33,492
| +24% | +$2M | 0.31% | 70 |
|
|
2020
Q2 | $7.65M | Sell |
138,389
-82,961
| -37% | -$4.59M | 0.26% | 94 |
|
|
2020
Q1 | $10.7M | Buy |
221,350
+17,724
| +9% | +$857K | 0.82% | 25 |
|
|
2019
Q4 | $10.8M | Buy |
203,626
+102,190
| +101% | +$5.41M | 0.29% | 73 |
|
|
2019
Q3 | $5.58M | Buy |
101,436
+10,111
| +11% | +$556K | 0.2% | 102 |
|
|
2019
Q2 | $4.84M | Buy |
91,325
+22,093
| +32% | +$1.17M | 0.18% | 111 |
|
|
2019
Q1 | $3.72M | Sell |
69,232
-11,902
| -15% | -$639K | 0.16% | 124 |
|
|
2018
Q4 | $3.66M | Sell |
81,134
-1,587
| -2% | -$71.6K | 0.16% | 94 |
|
|
2018
Q3 | $4.27M | Sell |
82,721
-18,129
| -18% | -$935K | 0.17% | 107 |
|
|
2018
Q2 | $4.44M | Buy |
100,850
+8,048
| +9% | +$355K | 0.2% | 91 |
|
|
2018
Q1 | $4.25M | Buy |
92,802
+5,376
| +6% | +$246K | 0.2% | 88 |
|
|
2017
Q4 | $4.13M | Buy |
87,426
+5,705
| +7% | +$270K | 0.21% | 90 |
|
|
2017
Q3 | $3.95M | Sell |
81,721
-2,297
| -3% | -$111K | 0.22% | 84 |
|
|
2017
Q2 | $4.21M | Buy |
84,018
+5,386
| +7% | +$270K | 0.26% | 71 |
|
|
2017
Q1 | $3.51M | Buy |
78,632
+9,993
| +15% | +$446K | 0.23% | 83 |
|
|
2016
Q4 | $2.64M | Buy |
68,639
+15,167
| +28% | +$583K | 0.2% | 94 |
|
|
2016
Q3 | $2.1M | Buy |
53,472
+24,619
| +85% | +$967K | 0.19% | 86 |
|
|
2016
Q2 | $1.19M | Sell |
28,853
-4,778
| -14% | -$196K | 0.13% | 145 |
|
|
2016
Q1 | $1.38M | Buy |
33,631
+858
| +3% | +$35.1K | 0.16% | 103 |
|
|
2015
Q4 | $1.14M | Buy |
32,773
+6,645
| +25% | +$230K | 0.12% | 120 |
|
|
2015
Q3 | $944K | Buy |
26,128
+7,229
| +38% | +$261K | 0.13% | 119 |
|
|
2015
Q2 | $762K | Buy |
18,899
+2,386
| +14% | +$96.2K | 0.09% | 172 |
|
|
2015
Q1 | $713K | Sell |
16,513
-2,141
| -11% | -$92.4K | 0.08% | 193 |
|
|
2014
Q4 | $839K | Buy |
18,654
+1,249
| +7% | +$56.2K | 0.09% | 189 |
|
|
2014
Q3 | $666K | Sell |
17,405
-2,309
| -12% | -$88.4K | 0.07% | 240 |
|
|
2014
Q2 | $799K | Buy |
19,714
+2,079
| +12% | +$84.3K | 0.08% | 209 |
|
|
2014
Q1 | $721K | Buy |
17,635
+845
| +5% | +$34.5K | 0.07% | 223 |
|
|
2013
Q4 | $642K | Buy |
16,790
+114
| +0.7% | +$4.36K | 0.06% | 247 |
|
|
2013
Q3 | $553K | Sell |
16,676
-35
| -0.2% | -$1.16K | 0.06% | 264 |
|
|
2013
Q2 | $513K | Buy |
+16,711
| New | +$513K | 0.06% | 178 |
|