Bell Investment 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 | $258K | Buy |
1,179
+59
| +5% | +$12.9K | 0.04% | 104 |
|
|
2025
Q1 | $157K | Buy |
1,120
+24
| +2% | +$3.36K | 0.03% | 114 |
|
|
2024
Q4 | $183K | Buy |
1,096
+1
| +0.1% | +$167 | 0.03% | 112 |
|
|
2024
Q3 | $187K | Buy |
1,095
+8
| +0.7% | +$1.36K | 0.03% | 108 |
|
|
2024
Q2 | $153K | Buy |
1,087
+11
| +1% | +$1.55K | 0.03% | 115 |
|
|
2024
Q1 | $135K | Buy |
1,076
+40
| +4% | +$5.02K | 0.03% | 123 |
|
|
2023
Q4 | $109K | Sell |
1,036
-36
| -3% | -$3.8K | 0.02% | 125 |
|
|
2023
Q3 | $114K | Sell |
1,072
-36
| -3% | -$3.81K | 0.03% | 111 |
|
|
2023
Q2 | $132K | Buy |
1,108
+26
| +2% | +$3.1K | 0.03% | 97 |
|
|
2023
Q1 | $101K | Sell |
1,082
-25
| -2% | -$2.32K | 0.02% | 99 |
|
|
2022
Q4 | $90.5K | Buy |
1,107
+60
| +6% | +$4.9K | 0.02% | 111 |
|
|
2022
Q3 | $64K | Buy |
1,047
+157
| +18% | +$9.6K | 0.02% | 111 |
|
|
2022
Q2 | $62K | Buy |
+890
| New | +$62K | 0.02% | 117 |
|
|
2021
Q4 | $92K | Buy |
1,052
+53
| +5% | +$4.64K | 0.03% | 107 |
|
|
2021
Q3 | $87K | Buy |
+999
| New | +$87K | 0.03% | 101 |
|