Capital Investment Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $15.3M | Buy |
69,869
+91
| +0.1% | +$19.9K | 0.27% | 85 |
|
2025
Q1 | $9.76M | Sell |
69,778
-1,277
| -2% | -$179K | 0.19% | 103 |
|
2024
Q4 | $11.8M | Buy |
71,055
+1,527
| +2% | +$254K | 0.24% | 91 |
|
2024
Q3 | $11.8M | Sell |
69,528
-6,344
| -8% | -$1.08M | 0.24% | 88 |
|
2024
Q2 | $10.7M | Buy |
75,872
+5,516
| +8% | +$779K | 0.24% | 89 |
|
2024
Q1 | $8.84M | Buy |
70,356
+4,178
| +6% | +$525K | 0.21% | 99 |
|
2023
Q4 | $6.98M | Sell |
66,178
-1,548
| -2% | -$163K | 0.18% | 105 |
|
2023
Q3 | $7.17M | Sell |
67,726
-1,148
| -2% | -$122K | 0.2% | 101 |
|
2023
Q2 | $8.2M | Sell |
68,874
-1,737
| -2% | -$207K | 0.25% | 81 |
|
2023
Q1 | $6.56M | Sell |
70,611
-1,954
| -3% | -$182K | 0.19% | 104 |
|
2022
Q4 | $5.93M | Sell |
72,565
-7,309
| -9% | -$597K | 0.18% | 110 |
|
2022
Q3 | $4.88M | Buy |
79,874
+1,029
| +1% | +$62.8K | 0.17% | 114 |
|
2022
Q2 | $5.51M | Sell |
78,845
-2,267
| -3% | -$158K | 0.18% | 109 |
|
2022
Q1 | $6.71M | Buy |
81,112
+1,732
| +2% | +$143K | 0.2% | 105 |
|
2021
Q4 | $6.92M | Buy |
79,380
+5,529
| +7% | +$482K | 0.21% | 100 |
|
2021
Q3 | $6.44M | Sell |
73,851
-668
| -0.9% | -$58.2K | 0.22% | 94 |
|
2021
Q2 | $5.8M | Buy |
74,519
+26
| +0% | +$2.02K | 0.2% | 97 |
|
2021
Q1 | $5.23M | Buy |
74,493
+86
| +0.1% | +$6.03K | 0.2% | 98 |
|
2020
Q4 | $4.81M | Sell |
74,407
-647
| -0.9% | -$41.9K | 0.2% | 94 |
|
2020
Q3 | $4.48M | Buy |
75,054
+500
| +0.7% | +$29.9K | 0.21% | 95 |
|
2020
Q2 | $4.12M | Sell |
74,554
-5
| -0% | -$276 | 0.21% | 95 |
|
2020
Q1 | $3.6M | Sell |
74,559
-2,924
| -4% | -$141K | 0.23% | 93 |
|
2019
Q4 | $4.11M | Sell |
77,483
-292
| -0.4% | -$15.5K | 0.2% | 109 |
|
2019
Q3 | $4.28M | Sell |
77,775
-437
| -0.6% | -$24K | 0.22% | 106 |
|
2019
Q2 | $4.46M | Buy |
78,212
+1,291
| +2% | +$73.6K | 0.24% | 97 |
|
2019
Q1 | $4.13M | Sell |
76,921
-687
| -0.9% | -$36.9K | 0.24% | 97 |
|
2018
Q4 | $3.5M | Sell |
77,608
-726
| -0.9% | -$32.8K | 0.23% | 95 |
|
2018
Q3 | $4.04M | Sell |
78,334
-1,428
| -2% | -$73.6K | 0.24% | 89 |
|
2018
Q2 | $3.51M | Buy |
79,762
+2,979
| +4% | +$131K | 0.22% | 94 |
|
2018
Q1 | $3.51M | Sell |
76,783
-25
| -0% | -$1.14K | 0.23% | 93 |
|
2017
Q4 | $3.63M | Sell |
76,808
-2,369
| -3% | -$112K | 0.24% | 94 |
|
2017
Q3 | $3.83M | Sell |
79,177
-2,095
| -3% | -$101K | 0.26% | 85 |
|
2017
Q2 | $4.08M | Buy |
81,272
+2,356
| +3% | +$118K | 0.29% | 81 |
|
2017
Q1 | $3.52M | Buy |
78,916
+868
| +1% | +$38.7K | 0.27% | 87 |
|
2016
Q4 | $3M | Sell |
78,048
-973
| -1% | -$37.4K | 0.25% | 89 |
|
2016
Q3 | $3.1M | Sell |
79,021
-1,585
| -2% | -$62.3K | 0.27% | 84 |
|
2016
Q2 | $3.3M | Buy |
80,606
+998
| +1% | +$40.8K | 0.31% | 70 |
|
2016
Q1 | $3.26M | Sell |
79,608
-218
| -0.3% | -$8.92K | 0.32% | 69 |
|
2015
Q4 | $2.92M | Sell |
79,826
-118
| -0.1% | -$4.31K | 0.3% | 73 |
|
2015
Q3 | $2.89M | Sell |
79,944
-902
| -1% | -$32.6K | 0.32% | 68 |
|
2015
Q2 | $3.26M | Sell |
80,846
-2,029
| -2% | -$81.8K | 0.35% | 68 |
|
2015
Q1 | $3.58M | Buy |
82,875
+737
| +0.9% | +$31.8K | 0.38% | 62 |
|
2014
Q4 | $3.69M | Buy |
82,138
+70
| +0.1% | +$3.15K | 0.41% | 63 |
|
2014
Q3 | $3.14M | Sell |
82,068
-294
| -0.4% | -$11.3K | 0.36% | 74 |
|
2014
Q2 | $3.34M | Sell |
82,362
-894
| -1% | -$36.2K | 0.38% | 70 |
|
2014
Q1 | $3.41M | Buy |
83,256
+1,012
| +1% | +$41.4K | 0.43% | 67 |
|
2013
Q4 | $3.15M | Buy |
+82,244
| New | +$3.15M | 0.42% | 64 |
|