Capital Investment 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 | $1.21M | Buy |
5,551
+163
| +3% | +$35.6K | 0.1% | 201 |
|
|
2025
Q1 | $753K | Buy |
5,388
+268
| +5% | +$37.5K | 0.07% | 254 |
|
|
2024
Q4 | $853K | Sell |
5,120
-6
| -0.1% | -$1K | 0.08% | 211 |
|
|
2024
Q3 | $873K | Sell |
5,126
-315
| -6% | -$53.7K | 0.08% | 216 |
|
|
2024
Q2 | $768K | Sell |
5,441
-94
| -2% | -$13.3K | 0.08% | 221 |
|
|
2024
Q1 | $695K | Buy |
5,535
+687
| +14% | +$86.3K | 0.07% | 239 |
|
|
2023
Q4 | $511K | Sell |
4,848
-54
| -1% | -$5.69K | 0.05% | 278 |
|
|
2023
Q3 | $519K | Sell |
4,902
-36
| -0.7% | -$3.81K | 0.05% | 263 |
|
|
2023
Q2 | $588K | Sell |
4,938
-1,195
| -19% | -$142K | 0.06% | 246 |
|
|
2023
Q1 | $570K | Buy |
6,133
+2
| +0% | +$186 | 0.07% | 240 |
|
|
2022
Q4 | $501K | Buy |
6,131
+599
| +11% | +$49K | 0.06% | 266 |
|
|
2022
Q3 | $338K | Sell |
5,532
-196
| -3% | -$12K | 0.04% | 327 |
|
|
2022
Q2 | $400K | Buy |
5,728
+890
| +18% | +$62.2K | 0.05% | 298 |
|
|
2022
Q1 | $400K | Buy |
4,838
+602
| +14% | +$49.8K | 0.04% | 333 |
|
|
2021
Q4 | $369K | Buy |
4,236
+3
| +0.1% | +$261 | 0.04% | 340 |
|
|
2021
Q3 | $369K | Buy |
4,233
+44
| +1% | +$3.84K | 0.05% | 322 |
|
|
2021
Q2 | $326K | Buy |
4,189
+4
| +0.1% | +$311 | 0.04% | 351 |
|
|
2021
Q1 | $294K | Sell |
4,185
-1,079
| -20% | -$75.8K | 0.04% | 339 |
|
|
2020
Q4 | $341K | Sell |
5,264
-80
| -1% | -$5.18K | 0.05% | 311 |
|
|
2020
Q3 | $319K | Buy |
+5,344
| New | +$319K | 0.06% | 269 |
|
|
2019
Q4 | – | Sell |
-2,881
| Closed | -$159K | – | 1042 |
|
|
2019
Q3 | $159K | Sell |
2,881
-795
| -22% | -$43.9K | 0.04% | 307 |
|
|
2019
Q2 | $212K | Buy |
3,676
+1,301
| +55% | +$75K | 0.06% | 262 |
|
|
2019
Q1 | $128K | Hold |
2,375
| – | – | 0.05% | 287 |
|
|
2018
Q4 | $107K | Buy |
+2,375
| New | +$107K | 0.05% | 284 |
|