Coldstream Capital Management’s Oracle ORCL Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q2  | $19.4M | Buy | 
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| 
        
          
      
        2025
         Q1  | $9.95M | Sell | 
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| 
        
          
      
        2024
         Q4  | $11.9M | Buy | 
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| 
        
          
      
        2024
         Q3  | $12.2M | Buy | 
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| 
        
          
      
        2024
         Q2  | $9.45M | Buy | 
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| 
        
          
      
        2024
         Q1  | $8.34M | Buy | 
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| 
        
          
      
        2023
         Q4  | $6.76M | Buy | 
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| 
        
          
      
        2023
         Q3  | $6.72M | Sell | 
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| 
        
          
      
        2023
         Q2  | $9.15M | Sell | 
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| 
        
          
      
        2023
         Q1  | $7.39M | Sell | 
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| 
        
          
      
        2022
         Q4  | $6.58M | Buy | 
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| 
        
          
      
        2022
         Q2  | $5.52M | Buy | 
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| 
        
          
      
        2022
         Q1  | $6.14M | Sell | 
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| 
        
          
      
        2021
         Q4  | $6.6M | Buy | 
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| 
        
          
      
        2021
         Q3  | $957K | Sell | 
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| 
        
          
      
        2021
         Q2  | $5.08M | Sell | 
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| 
        
          
      
        2021
         Q1  | $4.7M | Buy | 
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| 
        
          
      
        2020
         Q4  | $4.31M | Buy | 
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| 
        
          
      
        2020
         Q3  | $829K | Buy | 
         | 
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| 
        
          
      
        2020
         Q2  | $708K | Buy | 
         | 
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| 
        
          
      
        2020
         Q1  | $584K | Buy | 
         | 
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| 
        
          
      
        2019
         Q4  | $630K | Buy | 
         | 
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| 
        
          
      
        2019
         Q3  | $654K | Sell | 
         | 
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| 
        
          
      
        2019
         Q2  | $789K | Sell | 
         | 
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| 
        
          
      
        2019
         Q1  | $748K | Sell | 
         | 
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| 
        
          
      
        2018
         Q4  | $634K | Sell | 
         | 
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| 
        
          
      
        2018
         Q3  | $735K | Buy | 
         | 
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| 
        
          
      
        2018
         Q2  | $514K | Sell | 
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| 
        
          
      
        2018
         Q1  | $686K | Buy | 
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| 
        
          
      
        2017
         Q4  | $686K | Buy | 
         | 
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| 
        
          
      
        2017
         Q3  | $679K | Buy | 
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| 
        
          
      
        2017
         Q2  | $698K | Buy | 
         | 
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| 
        
          
      
        2017
         Q1  | $542K | Sell | 
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| 
        
          
      
        2016
         Q4  | $502K | Sell | 
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| 
        
          
      
        2016
         Q3  | $664K | Buy | 
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| 
        
          
      
        2016
         Q2  | $668K | Buy | 
         | 
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| 
        
          
      
        2016
         Q1  | $304K | Buy | 
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| 
        
          
      
        2015
         Q4  | $247K | Buy | 
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| 
        
          
      
        2015
         Q3  | $209K | Buy | 
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| 
        
          
      
        2015
         Q2  | $212K | Buy | 
         | 
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| 
        
          
      
        2015
         Q1  | – | Sell | 
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| 
        
          
      
        2014
         Q4  | $231K | Buy | 
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| 
        
          
      
        2013
         Q3  | – | Sell | 
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| 
        
          
      
        2013
         Q2  | $209K | Buy | 
         |