Column Capital Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $474K | Buy |
4,471
+2
| +0% | +$212 | 0.07% | 87 |
|
2023
Q2 | $532K | Buy |
4,469
+1
| +0% | +$119 | 0.07% | 81 |
|
2023
Q1 | $415K | Buy |
4,468
+351
| +9% | +$32.6K | 0.06% | 88 |
|
2022
Q4 | $337K | Buy |
4,117
+1
| +0% | +$82 | 0.06% | 86 |
|
2022
Q3 | $251K | Buy |
4,116
+1
| +0% | +$61 | 0.05% | 95 |
|
2022
Q2 | $287K | Buy |
4,115
+112
| +3% | +$7.81K | 0.06% | 84 |
|
2022
Q1 | $331K | Sell |
4,003
-1,139
| -22% | -$94.2K | 0.06% | 90 |
|
2021
Q4 | $448K | Buy |
5,142
+1,123
| +28% | +$97.8K | 0.09% | 77 |
|
2021
Q3 | $350K | Sell |
4,019
-84
| -2% | -$7.32K | 0.07% | 84 |
|
2021
Q2 | $319K | Buy |
4,103
+315
| +8% | +$24.5K | 0.07% | 88 |
|
2021
Q1 | $266K | Sell |
3,788
-110
| -3% | -$7.72K | 0.06% | 96 |
|
2020
Q4 | $252K | Sell |
3,898
-216
| -5% | -$14K | 0.06% | 90 |
|
2020
Q3 | $246K | Hold |
4,114
| – | – | 0.08% | 79 |
|
2020
Q2 | $227K | Sell |
4,114
-230
| -5% | -$12.7K | 0.08% | 77 |
|
2020
Q1 | $210K | Sell |
4,344
-722
| -14% | -$34.9K | 0.09% | 69 |
|
2019
Q4 | $268K | Buy |
+5,066
| New | +$268K | 0.14% | 69 |
|