Avantax Advisory Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.7M | Buy |
126,825
+7,058
| +6% | +$1.14M | 0.15% | 103 |
|
|
2025
Q1 | $16.7M | Buy |
119,767
+13,396
| +13% | +$2.18M | 0.1% | 152 |
|
|
2024
Q4 | $17.7M | Buy |
106,371
+3,581
| +3% | +$636K | 0.11% | 140 |
|
|
2024
Q3 | $17.5M | Buy |
102,790
+4,356
| +4% | +$631K | 0.12% | 139 |
|
|
2024
Q2 | $13.9M | Buy |
98,434
+42,188
| +75% | +$5.24M | 0.1% | 159 |
|
|
2024
Q1 | $7.07M | Buy |
56,246
+18,727
| +50% | +$2.14M | 0.06% | 236 |
|
|
2023
Q4 | $3.96M | Buy |
37,519
+523
| +1% | +$57.1K | 0.04% | 322 |
|
|
2023
Q3 | $3.92M | Sell |
36,996
-10,330
| -22% | -$1.2M | 0.04% | 300 |
|
|
2023
Q2 | $5.64M | Buy |
47,326
+4,112
| +10% | +$425K | 0.06% | 229 |
|
|
2023
Q1 | $4.02M | Buy |
43,214
+4,272
| +11% | +$375K | 0.05% | 285 |
|
|
2022
Q4 | $3.18M | Buy |
38,942
+6,836
| +21% | +$520K | 0.04% | 321 |
|
|
2022
Q3 | $1.96M | Buy |
32,106
+2,503
| +8% | +$183K | 0.03% | 378 |
|
|
2022
Q2 | $2.07M | Sell |
29,603
-1,800
| -6% | -$132K | 0.03% | 369 |
|
|
2022
Q1 | $2.6M | Buy |
31,403
+2,367
| +8% | +$192K | 0.04% | 319 |
|
|
2021
Q4 | $2.53M | Buy |
29,036
+3,948
| +16% | +$371K | 0.04% | 316 |
|
|
2021
Q3 | $2.19M | Buy |
25,088
+2,259
| +10% | +$200K | 0.04% | 319 |
|
|
2021
Q2 | $1.78M | Buy |
22,829
+847
| +4% | +$66.3K | 0.03% | 356 |
|
|
2021
Q1 | $1.54M | Buy |
21,982
+2,035
| +10% | +$132K | 0.03% | 344 |
|
|
2020
Q4 | $1.29M | Sell |
19,947
-23,115
| -54% | -$1.38M | 0.03% | 349 |
|
|
2020
Q3 | $2.57M | Buy |
43,062
+19,296
| +81% | +$1.1M | 0.04% | 318 |
|
|
2020
Q2 | $1.32M | Sell |
23,766
-124
| -0.5% | -$6.57K | 0.04% | 295 |
|
|
2020
Q1 | $1.15M | Sell |
23,890
-1,704
| -7% | -$87.9K | 0.03% | 277 |
|
|
2019
Q4 | $1.35M | Buy |
25,594
+6,860
| +37% | +$378K | 0.03% | 280 |
|
|
2019
Q3 | $1.03M | Buy |
18,734
+386
| +2% | +$21.3K | 0.04% | 206 |
|
|
2019
Q2 | $1.04M | Buy |
18,348
+1,485
| +9% | +$80.4K | 0.05% | 188 |
|
|
2019
Q1 | $906K | Buy |
16,863
+805
| +5% | +$41K | 0.05% | 185 |
|
|
2018
Q4 | $725K | Buy |
+16,058
| New | +$770K | 0.12% | 170 |
|
Other funds holding ORCL
