Capital Advisors Inc’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.04M | Buy |
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|
2025
Q2 | $5.09M | Buy |
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|
2025
Q1 | $3.18M | Sell |
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|
2024
Q4 | $3.96M | Buy |
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|
2024
Q3 | $3.87M | Buy |
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|
2024
Q2 | $3.04M | Buy |
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|
2024
Q1 | $2.67M | Buy |
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|
2023
Q4 | $2.16M | Buy |
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|
2023
Q3 | $1.94M | Buy |
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|
2023
Q2 | $2.08M | Buy |
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|
2023
Q1 | $1.13M | Sell |
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|
2022
Q4 | $1M | Buy |
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|
2022
Q3 | $780K | Buy |
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|
2022
Q2 | $813K | Buy |
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|
2022
Q1 | $946K | Sell |
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|
2021
Q4 | $998K | Sell |
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|
2021
Q3 | $1.07M | Buy |
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|
2021
Q2 | $924K | Sell |
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|
2021
Q1 | $929K | Sell |
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|
2020
Q4 | $864K | Buy |
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|
2020
Q3 | $491K | Buy |
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|
2020
Q2 | $437K | Sell |
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|
2020
Q1 | $385K | Sell |
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|
2019
Q4 | $462K | Buy |
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|
2019
Q3 | $495K | Hold |
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|
2019
Q2 | $495K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $451K | Buy |
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|
2018
Q3 | $448K | Buy |
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|
2018
Q2 | $348K | Sell |
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|
2018
Q1 | $479K | Buy |
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|
2017
Q4 | $449K | Buy |
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|
2017
Q3 | $389K | Buy |
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|
2017
Q2 | $386K | Hold |
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|
2017
Q1 | $343K | Hold |
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|
2016
Q4 | $296K | Buy |
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|
2016
Q3 | $285K | Sell |
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|
2016
Q2 | $329K | Sell |
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|
2016
Q1 | $370K | Hold |
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|
2015
Q4 | $330K | Buy |
|