Cavalier Investments’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,141
| Closed | -$1.27M | – | 82 |
|
|
2024
Q1 | $1.27M | Buy |
10,141
+560
| +6% | +$70.3K | 0.46% | 51 |
|
|
2023
Q4 | $1.01M | Buy |
9,581
+217
| +2% | +$22.9K | 0.37% | 59 |
|
|
2023
Q3 | $992K | Buy |
9,364
+314
| +3% | +$33.3K | 0.39% | 64 |
|
|
2023
Q2 | $1.08M | Buy |
9,050
+555
| +7% | +$66.1K | 0.39% | 60 |
|
|
2023
Q1 | $789K | Buy |
8,495
+464
| +6% | +$43.1K | 0.32% | 44 |
|
|
2022
Q4 | $656K | Sell |
8,031
-400
| -5% | -$32.7K | 0.24% | 70 |
|
|
2022
Q3 | $515K | Sell |
8,431
-710
| -8% | -$43.4K | 0.19% | 87 |
|
|
2022
Q2 | $639K | Buy |
9,141
+137
| +2% | +$9.58K | 0.22% | 87 |
|
|
2022
Q1 | $745K | Buy |
9,004
+657
| +8% | +$54.4K | 0.19% | 91 |
|
|
2021
Q4 | $728K | Buy |
+8,347
| New | +$728K | 0.19% | 87 |
|