CIA
Cascade Investment Advisors’s Oracle ORCL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.01M | Sell |
13,788
-1,095
| -7% | -$239K | 1.94% | 8 |
|
2025
Q1 | $2.08M | Sell |
14,883
-214
| -1% | -$29.9K | 1.41% | 15 |
|
2024
Q4 | $2.52M | Sell |
15,097
-150
| -1% | -$25K | 1.61% | 11 |
|
2024
Q3 | $2.6M | Sell |
15,247
-445
| -3% | -$75.8K | 1.65% | 8 |
|
2024
Q2 | $2.22M | Hold |
15,692
| – | – | 1.5% | 13 |
|
2024
Q1 | $1.97M | Sell |
15,692
-250
| -2% | -$31.4K | 1.28% | 19 |
|
2023
Q4 | $1.68M | Buy |
15,942
+170
| +1% | +$17.9K | 1.2% | 29 |
|
2023
Q3 | $1.67M | Sell |
15,772
-65
| -0.4% | -$6.89K | 1.32% | 17 |
|
2023
Q2 | $1.89M | Sell |
15,837
-1,118
| -7% | -$133K | 1.41% | 11 |
|
2023
Q1 | $1.58M | Buy |
16,955
+310
| +2% | +$28.8K | 1.25% | 19 |
|
2022
Q4 | $1.36M | Buy |
16,645
+65
| +0.4% | +$5.31K | 1.13% | 34 |
|
2022
Q3 | $1.29M | Buy |
16,580
+75
| +0.5% | +$5.85K | 1.11% | 39 |
|
2022
Q2 | $1.15M | Sell |
16,505
-15
| -0.1% | -$1.05K | 0.91% | 52 |
|
2022
Q1 | $1.37M | Sell |
16,520
-140
| -0.8% | -$11.6K | 0.83% | 58 |
|
2021
Q4 | $1.45M | Sell |
16,660
-500
| -3% | -$43.6K | 0.85% | 57 |
|
2021
Q3 | $1.5M | Sell |
17,160
-75
| -0.4% | -$6.54K | 0.97% | 38 |
|
2021
Q2 | $1.34M | Sell |
17,235
-25
| -0.1% | -$1.95K | 0.85% | 61 |
|
2021
Q1 | $1.21M | Buy |
17,260
+1,280
| +8% | +$89.8K | 0.79% | 66 |
|
2020
Q4 | $1.03M | Buy |
15,980
+8,560
| +115% | +$554K | 0.76% | 68 |
|
2020
Q3 | $443K | Buy |
7,420
+2,870
| +63% | +$171K | 0.38% | 93 |
|
2020
Q2 | $251K | Sell |
4,550
-300
| -6% | -$16.6K | 0.24% | 99 |
|
2020
Q1 | $234K | Sell |
4,850
-50
| -1% | -$2.42K | 0.26% | 97 |
|
2019
Q4 | $260K | Hold |
4,900
| – | – | 0.2% | 99 |
|
2019
Q3 | $270K | Hold |
4,900
| – | – | 0.21% | 99 |
|
2019
Q2 | $279K | Sell |
4,900
-250
| -5% | -$14.2K | 0.24% | 90 |
|
2019
Q1 | $277K | Sell |
5,150
-325
| -6% | -$17.5K | 0.25% | 90 |
|
2018
Q4 | $247K | Sell |
5,475
-14,975
| -73% | -$676K | 0.25% | 86 |
|
2018
Q3 | $1.05M | Sell |
20,450
-850
| -4% | -$43.8K | 0.89% | 55 |
|
2018
Q2 | $938K | Sell |
21,300
-11,820
| -36% | -$521K | 0.84% | 61 |
|
2018
Q1 | $1.52M | Buy |
33,120
+850
| +3% | +$38.9K | 1.19% | 27 |
|
2017
Q4 | $1.53M | Sell |
32,270
-600
| -2% | -$28.4K | 1.21% | 27 |
|
2017
Q3 | $1.59M | Sell |
32,870
-3,790
| -10% | -$183K | 1.33% | 23 |
|
2017
Q2 | $1.84M | Sell |
36,660
-565
| -2% | -$28.3K | 1.56% | 14 |
|
2017
Q1 | $1.66M | Sell |
37,225
-1,750
| -4% | -$78.1K | 1.46% | 22 |
|
2016
Q4 | $1.5M | Buy |
+38,975
| New | +$1.5M | 1.28% | 34 |
|
2016
Q2 | $1.59M | Buy |
+38,854
| New | +$1.59M | 1.53% | 21 |
|