Checchi Capital Advisers’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.77M Sell
30,946
-444
-1% -$97.1K 0.38% 60
2025
Q1
$4.39M Buy
31,390
+829
+3% +$116K 0.23% 73
2024
Q4
$5.09M Sell
30,561
-2,002
-6% -$334K 0.3% 63
2024
Q3
$5.55M Buy
32,563
+176
+0.5% +$30K 0.31% 57
2024
Q2
$4.57M Buy
32,387
+373
+1% +$52.7K 0.23% 63
2024
Q1
$4.02M Buy
32,014
+581
+2% +$73K 0.31% 76
2023
Q4
$3.31M Buy
31,433
+436
+1% +$46K 0.27% 79
2023
Q3
$3.28M Buy
30,997
+4,934
+19% +$523K 0.3% 73
2023
Q2
$3.1M Buy
26,063
+210
+0.8% +$25K 0.28% 79
2023
Q1
$2.4M Sell
25,853
-650
-2% -$60.4K 0.23% 88
2022
Q4
$2.17M Buy
26,503
+326
+1% +$26.6K 0.23% 89
2022
Q3
$1.6M Buy
26,177
+109
+0.4% +$6.66K 0.15% 112
2022
Q2
$2.03M Buy
26,068
+1,457
+6% +$113K 0.18% 95
2022
Q1
$2.04M Buy
24,611
+675
+3% +$55.8K 0.17% 85
2021
Q4
$2.09M Buy
23,936
+152
+0.6% +$13.3K 0.18% 87
2021
Q3
$2.07M Buy
23,784
+111
+0.5% +$9.67K 0.21% 78
2021
Q2
$1.84M Sell
23,673
-2,532
-10% -$197K 0.18% 96
2021
Q1
$1.84M Sell
26,205
-1,421
-5% -$99.7K 0.18% 91
2020
Q4
$1.79M Sell
27,626
-1,512
-5% -$97.8K 0.18% 87
2020
Q3
$1.74M Sell
29,138
-770
-3% -$46K 0.19% 76
2020
Q2
$1.65M Buy
29,908
+1,279
+4% +$70.7K 0.2% 75
2020
Q1
$1.38M Sell
28,629
-4,092
-13% -$198K 0.13% 72
2019
Q4
$1.73M Buy
32,721
+328
+1% +$17.4K 0.23% 69
2019
Q3
$1.78M Sell
32,393
-1,010
-3% -$55.6K 0.23% 65
2019
Q2
$1.9M Buy
33,403
+3,497
+12% +$199K 0.24% 60
2019
Q1
$1.61M Sell
29,906
-932
-3% -$50.1K 0.19% 67
2018
Q4
$1.39M Sell
30,838
-20,790
-40% -$938K 0.18% 65
2018
Q3
$2.66M Buy
51,628
+334
+0.7% +$17.2K 0.31% 41
2018
Q2
$2.26M Buy
51,294
+886
+2% +$39K 0.28% 43
2018
Q1
$2.31M Buy
50,408
+379
+0.8% +$17.3K 0.3% 39
2017
Q4
$2.37M Buy
50,029
+10,534
+27% +$498K 0.32% 40
2017
Q3
$1.91M Sell
39,495
-3,107
-7% -$150K 0.19% 48
2017
Q2
$2.14M Sell
42,602
-3,564
-8% -$179K 0.23% 36
2017
Q1
$2.06M Buy
46,166
+3,417
+8% +$152K 0.24% 42
2016
Q4
$1.64M Sell
42,749
-567
-1% -$21.8K 0.22% 54
2016
Q3
$1.7M Buy
43,316
+3,593
+9% +$141K 0.19% 52
2016
Q2
$1.63M Buy
39,723
+1,498
+4% +$61.3K 0.19% 47
2016
Q1
$1.56M Sell
38,225
-3,561
-9% -$146K 0.35% 50
2015
Q4
$1.53M Sell
41,786
-3,527
-8% -$129K 0.39% 45
2015
Q3
$1.64M Buy
45,313
+1,345
+3% +$48.6K 0.44% 40
2015
Q2
$1.77M Sell
43,968
-1,858
-4% -$74.9K 0.47% 39
2015
Q1
$1.98M Buy
45,826
+3,211
+8% +$139K 0.58% 33
2014
Q4
$1.92M Buy
42,615
+1,282
+3% +$57.6K 0.72% 31
2014
Q3
$1.58M Buy
41,333
+7,691
+23% +$294K 0.65% 36
2014
Q2
$1.36M Buy
33,642
+2,640
+9% +$107K 0.62% 34
2014
Q1
$1.27M Buy
31,002
+17,897
+137% +$732K 0.78% 32
2013
Q4
$501K Buy
+13,105
New +$501K 0.39% 52