Central Valley 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 | $367K | Buy |
1,677
+122
| +8% | +$26.7K | 0.12% | 101 |
|
|
2025
Q1 | $217K | Sell |
1,555
-1,435
| -48% | -$201K | 0.08% | 120 |
|
|
2024
Q4 | $498K | Hold |
2,990
| – | – | 0.23% | 79 |
|
|
2024
Q3 | $509K | Buy |
+2,990
| New | +$509K | 0.29% | 70 |
|
|
2024
Q2 | – | Sell |
-3,793
| Closed | -$476K | – | 176 |
|
|
2024
Q1 | $476K | Sell |
3,793
-11
| -0.3% | -$1.38K | 0.25% | 82 |
|
|
2023
Q4 | $401K | Buy |
+3,804
| New | +$401K | 0.24% | 93 |
|