Capital Advisory Group Advisory Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $839K | Sell |
3,836
-32
| -0.8% | -$7K | 0.3% | 77 |
|
|
2025
Q1 | $541K | Sell |
3,868
-9
| -0.2% | -$1.26K | 0.21% | 104 |
|
|
2024
Q4 | $646K | Buy |
3,877
+28
| +0.7% | +$4.67K | 0.23% | 95 |
|
|
2024
Q3 | $656K | Sell |
3,849
-200
| -5% | -$34.1K | 0.26% | 83 |
|
|
2024
Q2 | $572K | Hold |
4,049
| – | – | 0.24% | 88 |
|
|
2024
Q1 | $509K | Buy |
4,049
+386
| +11% | +$48.5K | 0.24% | 88 |
|
|
2023
Q4 | $386K | Sell |
3,663
-459
| -11% | -$48.4K | 0.21% | 97 |
|
|
2023
Q3 | $437K | Buy |
+4,122
| New | +$437K | 0.25% | 89 |
|
|
2023
Q2 | – | Sell |
-4,277
| Closed | -$397K | – | 127 |
|
|
2023
Q1 | $397K | Buy |
4,277
+41
| +1% | +$3.81K | 0.24% | 92 |
|
|
2022
Q4 | $346K | Hold |
4,236
| – | – | 0.24% | 98 |
|
|
2022
Q3 | $259K | Sell |
4,236
-22
| -0.5% | -$1.35K | 0.18% | 109 |
|
|
2022
Q2 | $309K | Hold |
4,258
| – | – | 0.18% | 105 |
|
|
2022
Q1 | $352K | Buy |
4,258
+37
| +0.9% | +$3.06K | 0.16% | 113 |
|
|
2021
Q4 | $368K | Buy |
4,221
+25
| +0.6% | +$2.18K | 0.16% | 119 |
|
|
2021
Q3 | $366K | Sell |
4,196
-77
| -2% | -$6.72K | 0.13% | 138 |
|
|
2021
Q2 | $333K | Sell |
4,273
-552
| -11% | -$43K | 0.12% | 143 |
|
|
2021
Q1 | $339K | Buy |
4,825
+123
| +3% | +$8.64K | 0.13% | 132 |
|
|
2020
Q4 | $304K | Buy |
4,702
+879
| +23% | +$56.8K | 0.13% | 127 |
|
|
2020
Q3 | $228K | Buy |
3,823
+5
| +0.1% | +$298 | 0.12% | 118 |
|
|
2020
Q2 | $211K | Buy |
3,818
+2,718
| +247% | +$150K | 0.12% | 124 |
|
|
2020
Q1 | $53K | Buy |
+1,100
| New | +$53K | 0.07% | 110 |
|
|
2019
Q4 | – | Sell |
-1,300
| Closed | -$72K | – | 343 |
|
|
2019
Q3 | $72K | Hold |
1,300
| – | – | 0.05% | 133 |
|
|
2019
Q2 | $74K | Hold |
1,300
| – | – | 0.05% | 137 |
|
|
2019
Q1 | $69K | Hold |
1,300
| – | – | 0.05% | 132 |
|
|
2018
Q4 | $59K | Hold |
1,300
| – | – | 0.05% | 123 |
|
|
2018
Q3 | $67K | Hold |
1,300
| – | – | 0.04% | 124 |
|
|
2018
Q2 | $58K | Hold |
1,300
| – | – | 0.04% | 126 |
|
|
2018
Q1 | $59K | Buy |
+1,300
| New | +$59K | 0.04% | 132 |
|