CAL
Capital Analysts LLC’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Sell |
9,031
-413
| -4% | -$90.3K | 0.07% | 214 |
|
|
2025
Q1 | $1.32M | Sell |
9,444
-712
| -7% | -$99.5K | 0.05% | 231 |
|
|
2024
Q4 | $1.69M | Buy |
10,156
+14
| +0.1% | +$2.33K | 0.07% | 193 |
|
|
2024
Q3 | $1.73M | Sell |
10,142
-523
| -5% | -$89.1K | 0.07% | 194 |
|
|
2024
Q2 | $1.51M | Buy |
10,665
+816
| +8% | +$115K | 0.07% | 204 |
|
|
2024
Q1 | $1.24M | Sell |
9,849
-833
| -8% | -$105K | 0.06% | 216 |
|
|
2023
Q4 | $1.13M | Buy |
10,682
+433
| +4% | +$45.6K | 0.06% | 216 |
|
|
2023
Q3 | $1.09M | Buy |
10,249
+144
| +1% | +$15.3K | 0.06% | 212 |
|
|
2023
Q2 | $1.2M | Buy |
10,105
+519
| +5% | +$61.8K | 0.07% | 204 |
|
|
2023
Q1 | $891K | Sell |
9,586
-625
| -6% | -$58.1K | 0.05% | 231 |
|
|
2022
Q4 | $835K | Sell |
10,211
-1,346
| -12% | -$110K | 0.05% | 233 |
|
|
2022
Q3 | $706K | Sell |
11,557
-33
| -0.3% | -$2.02K | 0.05% | 238 |
|
|
2022
Q2 | $810K | Buy |
11,590
+1,615
| +16% | +$113K | 0.06% | 227 |
|
|
2022
Q1 | $825K | Sell |
9,975
-1,471
| -13% | -$122K | 0.05% | 230 |
|
|
2021
Q4 | $998K | Buy |
11,446
+746
| +7% | +$65K | 0.06% | 218 |
|
|
2021
Q3 | $932K | Buy |
10,700
+2,919
| +38% | +$254K | 0.06% | 213 |
|
|
2021
Q2 | $606K | Sell |
7,781
-74,288
| -91% | -$5.79M | 0.04% | 241 |
|
|
2021
Q1 | $5.76M | Buy |
82,069
+4,708
| +6% | +$330K | 0.4% | 48 |
|
|
2020
Q4 | $5M | Buy |
77,361
+851
| +1% | +$55K | 0.44% | 46 |
|
|
2020
Q3 | $4.57M | Sell |
76,510
-765
| -1% | -$45.7K | 0.43% | 43 |
|
|
2020
Q2 | $4.27M | Sell |
77,275
-3,535
| -4% | -$195K | 0.45% | 45 |
|
|
2020
Q1 | $3.91M | Buy |
80,810
+1,782
| +2% | +$86.1K | 0.48% | 44 |
|
|
2019
Q4 | $4.19M | Buy |
79,028
+308
| +0.4% | +$16.3K | 0.41% | 60 |
|
|
2019
Q3 | $4.33M | Buy |
78,720
+401
| +0.5% | +$22.1K | 0.46% | 48 |
|
|
2019
Q2 | $4.46M | Sell |
78,319
-3,248
| -4% | -$185K | 0.49% | 44 |
|
|
2019
Q1 | $4.38M | Sell |
81,567
-1,143
| -1% | -$61.4K | 0.51% | 39 |
|
|
2018
Q4 | $3.73M | Buy |
82,710
+552
| +0.7% | +$24.9K | 0.49% | 44 |
|
|
2018
Q3 | $4.24M | Buy |
82,158
+3,142
| +4% | +$162K | 0.48% | 44 |
|
|
2018
Q2 | $3.48M | Buy |
79,016
+698
| +0.9% | +$30.8K | 0.41% | 53 |
|
|
2018
Q1 | $3.58M | Buy |
78,318
+2,406
| +3% | +$110K | 0.44% | 50 |
|
|
2017
Q4 | $3.59M | Buy |
75,912
+2,750
| +4% | +$130K | 0.45% | 52 |
|
|
2017
Q3 | $3.54M | Buy |
73,162
+2,794
| +4% | +$135K | 0.47% | 44 |
|
|
2017
Q2 | $3.53M | Buy |
70,368
+64,891
| +1,185% | +$3.25M | 0.5% | 28 |
|
|
2017
Q1 | $244K | Sell |
5,477
-314
| -5% | -$14K | 0.04% | 166 |
|
|
2016
Q4 | $223K | Buy |
5,791
+2
| +0% | +$77 | 0.04% | 176 |
|
|
2016
Q3 | $227K | Buy |
5,789
+1,090
| +23% | +$42.8K | 0.04% | 165 |
|
|
2016
Q2 | $192K | Sell |
4,699
-1,518
| -24% | -$62.1K | 0.04% | 174 |
|
|
2016
Q1 | $254K | Buy |
6,217
+101
| +2% | +$4.13K | 0.05% | 165 |
|
|
2015
Q4 | $223K | Buy |
6,116
+134
| +2% | +$4.9K | 0.05% | 168 |
|
|
2015
Q3 | $216K | Buy |
5,982
+1,211
| +25% | +$43.7K | 0.04% | 180 |
|
|
2015
Q2 | $192K | Sell |
4,771
-827
| -15% | -$33.3K | 0.04% | 173 |
|
|
2015
Q1 | $242K | Buy |
5,598
+2
| +0% | +$86 | 0.05% | 159 |
|
|
2014
Q4 | $252K | Buy |
5,596
+1,873
| +50% | +$84.2K | 0.06% | 148 |
|
|
2014
Q3 | $143K | Sell |
3,723
-287
| -7% | -$11K | 0.03% | 170 |
|
|
2014
Q2 | $163K | Sell |
4,010
-1,698
| -30% | -$68.8K | 0.04% | 162 |
|
|
2014
Q1 | $234K | Buy |
5,708
+750
| +15% | +$30.7K | 0.06% | 128 |
|
|
2013
Q4 | $190K | Hold |
4,958
| – | – | 0.05% | 140 |
|
|
2013
Q3 | $164K | Hold |
4,958
| – | – | 0.05% | 130 |
|
|
2013
Q2 | $152K | Buy |
+4,958
| New | +$152K | 0.05% | 137 |
|