Capital Advantage’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Sell |
7,825
-526
| -6% | -$115K | 0.27% | 46 |
|
|
2025
Q1 | $1.39M | Hold |
8,351
| – | – | 0.25% | 47 |
|
|
2024
Q4 | $1.39M | Buy |
+8,351
| New | +$1.39M | 0.25% | 47 |
|
|
2021
Q2 | – | Sell |
-9,075
| Closed | -$637K | – | 88 |
|
|
2021
Q1 | $637K | Buy |
9,075
+981
| +12% | +$68.9K | 0.17% | 50 |
|
|
2020
Q4 | $510K | Buy |
+8,094
| New | +$510K | 0.15% | 54 |
|