CIA
Concurrent Investment Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.8M | Sell |
104,166
-10,507
| -9% | -$2.3M | 0.44% | 45 |
|
|
2025
Q1 | $16M | Buy |
114,673
+14,579
| +15% | +$2.04M | 0.39% | 49 |
|
|
2024
Q4 | $16.7M | Buy |
100,094
+11,570
| +13% | +$1.93M | 0.45% | 45 |
|
|
2024
Q3 | $15.1M | Buy |
88,524
+5,102
| +6% | +$869K | 0.45% | 46 |
|
|
2024
Q2 | $11.8M | Buy |
83,422
+24,915
| +43% | +$3.52M | 0.39% | 54 |
|
|
2024
Q1 | $7.35M | Buy |
58,507
+14,240
| +32% | +$1.79M | 0.3% | 77 |
|
|
2023
Q4 | $4.67M | Buy |
+44,267
| New | +$4.67M | 0.22% | 102 |
|