Cape Investment Advisory’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $188K | Buy |
858
+37
| +5% | +$8.09K | 0.07% | 188 |
|
|
2025
Q1 | $115K | Sell |
821
-18
| -2% | -$2.52K | 0.05% | 228 |
|
|
2024
Q4 | $140K | Sell |
839
-95
| -10% | -$15.8K | 0.05% | 210 |
|
|
2024
Q3 | $159K | Buy |
934
+574
| +159% | +$97.8K | 0.06% | 192 |
|
|
2024
Q2 | $50.8K | Buy |
360
+1
| +0.3% | +$141 | 0.02% | 291 |
|
|
2024
Q1 | $45.1K | Sell |
359
-508
| -59% | -$63.8K | 0.02% | 322 |
|
|
2023
Q4 | $91.4K | Buy |
867
+479
| +123% | +$50.5K | 0.04% | 247 |
|
|
2023
Q3 | $41.1K | Buy |
388
+62
| +19% | +$6.57K | 0.02% | 323 |
|
|
2023
Q2 | $38.8K | Buy |
326
+148
| +83% | +$17.6K | 0.02% | 326 |
|
|
2023
Q1 | $16.5K | Buy |
+178
| New | +$16.5K | 0.01% | 452 |
|