Certified Advisory Corp’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $991K | Sell |
4,531
-15
| -0.3% | -$3.28K | 0.1% | 152 |
|
|
2025
Q1 | $636K | Sell |
4,546
-54
| -1% | -$7.55K | 0.07% | 172 |
|
|
2024
Q4 | $767K | Buy |
4,600
+83
| +2% | +$13.8K | 0.08% | 160 |
|
|
2024
Q3 | $770K | Buy |
4,517
+1,241
| +38% | +$211K | 0.09% | 160 |
|
|
2024
Q2 | $463K | Buy |
3,276
+44
| +1% | +$6.21K | 0.06% | 188 |
|
|
2024
Q1 | $406K | Sell |
3,232
-80
| -2% | -$10.1K | 0.06% | 189 |
|
|
2023
Q4 | $349K | Buy |
3,312
+532
| +19% | +$56.1K | 0.05% | 200 |
|
|
2023
Q3 | $294K | Buy |
2,780
+560
| +25% | +$59.3K | 0.05% | 192 |
|
|
2023
Q2 | $264K | Buy |
2,220
+4
| +0.2% | +$476 | 0.05% | 199 |
|
|
2023
Q1 | $206K | Buy |
+2,216
| New | +$206K | 0.04% | 228 |
|
|
2021
Q4 | – | Sell |
-3,377
| Closed | -$294K | – | 247 |
|
|
2021
Q3 | $294K | Sell |
3,377
-101
| -3% | -$8.79K | 0.07% | 179 |
|
|
2021
Q2 | $271K | Sell |
3,478
-796
| -19% | -$62K | 0.07% | 186 |
|
|
2021
Q1 | $300K | Buy |
+4,274
| New | +$300K | 0.08% | 169 |
|
|
2020
Q2 | $438K | Buy |
7,923
+4
| +0.1% | +$221 | 0.14% | 130 |
|
|
2020
Q1 | $383K | Sell |
7,919
-196
| -2% | -$9.48K | 0.15% | 121 |
|
|
2019
Q4 | $430K | Buy |
8,115
+4
| +0% | +$212 | 0.14% | 128 |
|
|
2019
Q3 | $446K | Sell |
8,111
-60
| -0.7% | -$3.3K | 0.15% | 115 |
|
|
2019
Q2 | $466K | Sell |
8,171
-240
| -3% | -$13.7K | 0.17% | 109 |
|
|
2019
Q1 | $452K | Buy |
8,411
+106
| +1% | +$5.7K | 0.19% | 104 |
|
|
2018
Q4 | $375K | Sell |
8,305
-94
| -1% | -$4.24K | 0.19% | 106 |
|
|
2018
Q3 | $433K | Buy |
8,399
+3,006
| +56% | +$155K | 0.2% | 96 |
|
|
2018
Q2 | $370K | Sell |
5,393
-2,894
| -35% | -$199K | 0.21% | 102 |
|
|
2018
Q1 | $379K | Buy |
8,287
+6,765
| +444% | +$309K | 0.22% | 102 |
|
|
2017
Q4 | $71K | Buy |
+1,522
| New | +$71K | 0.05% | 192 |
|