B. Riley 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 | $7.02M | Buy |
+32,099
| New | +$7.02M | 0.33% | 58 |
|
|
2024
Q4 | $7.31M | Sell |
43,867
-2,117
| -5% | -$353K | 0.24% | 92 |
|
|
2024
Q3 | $7.79M | Sell |
45,984
-3,444
| -7% | -$583K | 0.22% | 102 |
|
|
2024
Q2 | $6.98M | Sell |
49,428
-3,038
| -6% | -$429K | 0.18% | 119 |
|
|
2024
Q1 | $5.56M | Buy |
52,466
+1,509
| +3% | +$160K | 0.15% | 146 |
|
|
2023
Q4 | $5.37M | Sell |
50,957
-1,509
| -3% | -$159K | 0.14% | 161 |
|
|
2023
Q3 | $5.56M | Buy |
52,466
+1,835
| +4% | +$194K | 0.15% | 146 |
|
|
2023
Q2 | $6.03M | Buy |
50,631
+747
| +1% | +$89K | 0.14% | 160 |
|
|
2023
Q1 | $4.64M | Sell |
49,884
-6,523
| -12% | -$606K | 0.12% | 188 |
|
|
2022
Q4 | $4.61M | Buy |
56,407
+3,153
| +6% | +$258K | 0.13% | 175 |
|
|
2022
Q3 | $3.25M | Buy |
53,254
+13,692
| +35% | +$836K | 0.1% | 214 |
|
|
2022
Q2 | $2.77M | Sell |
39,562
-1,996
| -5% | -$140K | 0.12% | 179 |
|
|
2022
Q1 | $3.44M | Buy |
41,558
+2,791
| +7% | +$231K | 0.11% | 193 |
|
|
2021
Q4 | $3.38M | Buy |
38,767
+1,367
| +4% | +$119K | 0.1% | 223 |
|
|
2021
Q3 | $3.25M | Buy |
37,400
+261
| +0.7% | +$22.7K | 0.1% | 223 |
|
|
2021
Q2 | $2.89M | Buy |
37,139
+3,242
| +10% | +$252K | 0.09% | 255 |
|
|
2021
Q1 | $2.38M | Buy |
33,897
+10,489
| +45% | +$735K | 0.08% | 276 |
|
|
2020
Q4 | $1.52M | Sell |
23,408
-4,588
| -16% | -$297K | 0.08% | 245 |
|
|
2020
Q3 | $1.65M | Buy |
27,996
+3,598
| +15% | +$212K | 0.09% | 231 |
|
|
2020
Q2 | $1.35M | Buy |
24,398
+49
| +0.2% | +$2.71K | 0.09% | 225 |
|
|
2020
Q1 | $1.18M | Buy |
24,349
+1,398
| +6% | +$67.6K | 0.1% | 208 |
|
|
2019
Q4 | $1.22M | Buy |
22,951
+2,367
| +11% | +$126K | 0.1% | 214 |
|
|
2019
Q3 | $1.13M | Sell |
20,584
-626
| -3% | -$34.5K | 0.11% | 204 |
|
|
2019
Q2 | $1.21M | Buy |
21,210
+4,125
| +24% | +$235K | 0.13% | 169 |
|
|
2019
Q1 | $919K | Buy |
17,085
+2,563
| +18% | +$138K | 0.11% | 200 |
|
|
2018
Q4 | $656K | Buy |
14,522
+2,537
| +21% | +$115K | 0.09% | 232 |
|
|
2018
Q3 | $618K | Sell |
11,985
-1,374
| -10% | -$70.9K | 0.07% | 295 |
|
|
2018
Q2 | $590K | Buy |
13,359
+1,246
| +10% | +$55K | 0.08% | 281 |
|
|
2018
Q1 | $555K | Buy |
12,113
+109
| +0.9% | +$4.99K | 0.08% | 282 |
|
|
2017
Q4 | $568K | Sell |
12,004
-560
| -4% | -$26.5K | 0.08% | 283 |
|
|
2017
Q3 | $608K | Buy |
12,564
+200
| +2% | +$9.68K | 0.1% | 220 |
|
|
2017
Q2 | $621K | Buy |
12,364
+824
| +7% | +$41.4K | 0.11% | 215 |
|
|
2017
Q1 | $515K | Sell |
11,540
-6,290
| -35% | -$281K | 0.1% | 231 |
|
|
2016
Q4 | $687K | Sell |
17,830
-7,079
| -28% | -$273K | 0.14% | 180 |
|
|
2016
Q3 | $980K | Sell |
24,909
-3,315
| -12% | -$130K | 0.19% | 138 |
|
|
2016
Q2 | $1.16M | Buy |
28,224
+1,642
| +6% | +$67.3K | 0.23% | 113 |
|
|
2016
Q1 | $1.09M | Sell |
26,582
-781
| -3% | -$31.9K | 0.25% | 96 |
|
|
2015
Q4 | $1M | Buy |
27,363
+4,148
| +18% | +$152K | 0.2% | 131 |
|
|
2015
Q3 | $839K | Sell |
23,215
-470
| -2% | -$17K | 0.2% | 133 |
|
|
2015
Q2 | $955K | Sell |
23,685
-207
| -0.9% | -$8.35K | 0.24% | 111 |
|
|
2015
Q1 | $1.03M | Sell |
23,892
-3,181
| -12% | -$137K | 0.25% | 101 |
|
|
2014
Q4 | $8.57K | Buy |
27,073
+17,121
| +172% | +$5.42K | 0.18% | 118 |
|
|
2014
Q3 | $381K | Sell |
9,952
-27,881
| -74% | -$1.07M | 0.1% | 277 |
|
|
2014
Q2 | $1.01M | Buy |
37,833
+26,118
| +223% | +$699K | 0.24% | 87 |
|
|
2014
Q1 | $479K | Buy |
11,715
+4,474
| +62% | +$183K | 0.14% | 161 |
|
|
2013
Q4 | $277K | Buy |
7,241
+1,901
| +36% | +$72.7K | 0.09% | 258 |
|
|
2013
Q3 | $177K | Buy |
5,340
+521
| +11% | +$17.3K | 0.06% | 375 |
|
|
2013
Q2 | $148K | Buy |
+4,819
| New | +$148K | 0.05% | 435 |
|