Aviance Capital Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.42M | Buy |
6,486
+211
| +3% | +$46.1K | 0.19% | 126 |
|
2025
Q1 | $877K | Sell |
6,275
-360
| -5% | -$50.3K | 0.12% | 158 |
|
2024
Q4 | $1.11M | Buy |
6,635
+185
| +3% | +$30.8K | 0.15% | 133 |
|
2024
Q3 | $1.1M | Sell |
6,450
-75
| -1% | -$12.8K | 0.15% | 153 |
|
2024
Q2 | $921K | Sell |
6,525
-12
| -0.2% | -$1.69K | 0.13% | 154 |
|
2024
Q1 | $821K | Buy |
6,537
+1,215
| +23% | +$153K | 0.12% | 170 |
|
2023
Q4 | $561K | Sell |
5,322
-1,080
| -17% | -$114K | 0.12% | 160 |
|
2023
Q3 | $678K | Sell |
6,402
-387
| -6% | -$41K | 0.15% | 152 |
|
2023
Q2 | $809K | Buy |
6,789
+500
| +8% | +$59.5K | 0.17% | 145 |
|
2023
Q1 | $584K | Buy |
6,289
+1,034
| +20% | +$96.1K | 0.13% | 163 |
|
2022
Q4 | $430K | Sell |
5,255
-430
| -8% | -$35.1K | 0.1% | 187 |
|
2022
Q3 | $347K | Buy |
5,685
+34
| +0.6% | +$2.08K | 0.09% | 195 |
|
2022
Q2 | $395K | Hold |
5,651
| – | – | 0.09% | 198 |
|
2022
Q1 | $468K | Sell |
5,651
-127
| -2% | -$10.5K | 0.09% | 187 |
|
2021
Q4 | $504K | Sell |
5,778
-1,333
| -19% | -$116K | 0.08% | 188 |
|
2021
Q3 | $620K | Sell |
7,111
-117
| -2% | -$10.2K | 0.11% | 176 |
|
2021
Q2 | $563K | Buy |
7,228
+1,709
| +31% | +$133K | 0.1% | 182 |
|
2021
Q1 | $387K | Hold |
5,519
| – | – | 0.07% | 221 |
|
2020
Q4 | $357K | Hold |
5,519
| – | – | 0.07% | 214 |
|
2020
Q3 | $329K | Hold |
5,519
| – | – | 0.07% | 196 |
|
2020
Q2 | $305K | Buy |
5,519
+176
| +3% | +$9.73K | 0.08% | 198 |
|
2020
Q1 | $258K | Sell |
5,343
-1,489
| -22% | -$71.9K | 0.08% | 185 |
|
2019
Q4 | $362K | Sell |
6,832
-828
| -11% | -$43.9K | 0.09% | 182 |
|
2019
Q3 | $422K | Sell |
7,660
-794
| -9% | -$43.7K | 0.12% | 164 |
|
2019
Q2 | $482K | Hold |
8,454
| – | – | 0.13% | 165 |
|
2019
Q1 | $454K | Hold |
8,454
| – | – | 0.13% | 160 |
|
2018
Q4 | $381K | Sell |
8,454
-416
| -5% | -$18.7K | 0.13% | 167 |
|
2018
Q3 | $457K | Sell |
8,870
-1,800
| -17% | -$92.7K | 0.11% | 170 |
|
2018
Q2 | $470K | Buy |
10,670
+1,600
| +18% | +$70.5K | 0.14% | 172 |
|
2018
Q1 | $414K | Sell |
9,070
-742
| -8% | -$33.9K | 0.12% | 176 |
|
2017
Q4 | $464K | Buy |
9,812
+342
| +4% | +$16.2K | 0.15% | 161 |
|
2017
Q3 | $458K | Buy |
9,470
+100
| +1% | +$4.84K | 0.15% | 164 |
|
2017
Q2 | $470K | Sell |
9,370
-280
| -3% | -$14K | 0.15% | 152 |
|
2017
Q1 | $430K | Sell |
9,650
-100
| -1% | -$4.46K | 0.16% | 154 |
|
2016
Q4 | $375K | Sell |
9,750
-9,700
| -50% | -$373K | 0.13% | 153 |
|
2016
Q3 | $764K | Sell |
19,450
-1,300
| -6% | -$51.1K | 0.27% | 103 |
|
2016
Q2 | $849K | Sell |
20,750
-3,006
| -13% | -$123K | 0.31% | 92 |
|
2016
Q1 | $972K | Sell |
23,756
-7,659
| -24% | -$313K | 0.34% | 83 |
|
2015
Q4 | $1.15M | Sell |
31,415
-4,699
| -13% | -$172K | 0.39% | 73 |
|
2015
Q3 | $1.3M | Sell |
36,114
-2,696
| -7% | -$97.3K | 0.54% | 52 |
|
2015
Q2 | $1.56M | Buy |
38,810
+100
| +0.3% | +$4.03K | 0.58% | 43 |
|
2015
Q1 | $1.67M | Sell |
38,710
-16,244
| -30% | -$701K | 0.61% | 42 |
|
2014
Q4 | $2.47M | Buy |
54,954
+12,759
| +30% | +$574K | 0.92% | 22 |
|
2014
Q3 | $1.62M | Sell |
42,195
-875
| -2% | -$33.5K | 0.61% | 37 |
|
2014
Q2 | $1.75M | Sell |
43,070
-1,700
| -4% | -$68.9K | 0.68% | 30 |
|
2014
Q1 | $1.83M | Sell |
44,770
-17,654
| -28% | -$722K | 0.77% | 30 |
|
2013
Q4 | $2.39M | Sell |
62,424
-2,650
| -4% | -$101K | 1.01% | 22 |
|
2013
Q3 | $2.16M | Sell |
65,074
-2,450
| -4% | -$81.3K | 1.01% | 23 |
|
2013
Q2 | $2.07M | Buy |
+67,524
| New | +$2.07M | 1.12% | 20 |
|