CIAS
CFS Investment Advisory Services’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
9,215
+714
| +8% | +$156K | 0.16% | 113 |
|
|
2025
Q1 | $1.19M | Buy |
8,501
+69
| +0.8% | +$9.65K | 0.11% | 153 |
|
|
2024
Q4 | $1.41M | Sell |
8,432
-65
| -0.8% | -$10.8K | 0.13% | 131 |
|
|
2024
Q3 | $1.45M | Buy |
8,497
+853
| +11% | +$145K | 0.12% | 128 |
|
|
2024
Q2 | $1.08M | Buy |
7,644
+491
| +7% | +$69.3K | 0.09% | 139 |
|
|
2024
Q1 | $898K | Sell |
7,153
-64
| -0.9% | -$8.04K | 0.15% | 89 |
|
|
2023
Q4 | $761K | Buy |
7,217
+323
| +5% | +$34.1K | 0.14% | 86 |
|
|
2023
Q3 | $730K | Buy |
6,894
+112
| +2% | +$11.9K | 0.12% | 104 |
|
|
2023
Q2 | $808K | Buy |
6,782
+4
| +0.1% | +$477 | 0.1% | 131 |
|
|
2023
Q1 | $630K | Buy |
6,778
+2,749
| +68% | +$256K | 0.11% | 83 |
|
|
2022
Q4 | $329K | Sell |
4,029
-156,036
| -97% | -$12.7M | 0.07% | 98 |
|
|
2022
Q3 | $3K | Buy |
+160,065
| New | +$3K | ﹤0.01% | 147 |
|
|
2022
Q2 | – | Sell |
-176,959
| Closed | -$2K | – | 436 |
|
|
2022
Q1 | $2K | Buy |
+176,959
| New | +$2K | 0.01% | 291 |
|