Continuum Advisory’s Oracle ORCL Stock Holding History

Continuum Advisory’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.16M	Buy	28,188 +4,057	+17%	+$887K	0.74%	24
2025 Q1	$3.37M	Buy	24,131 +3,640	+18%	+$509K	0.43%	53
2024 Q4	$3.41M	Sell	20,491 -153	-0.7%	-$25.5K	0.44%	49
2024 Q3	$3.86M	Sell	20,644 -117	-0.6%	-$21.9K	0.49%	41
2024 Q2	$2.93M	Buy	20,761 +4,332	+26%	+$612K	0.42%	51
2024 Q1	$1.92M	Sell	16,429 -1,090	-6%	-$127K	0.29%	84
2023 Q4	$1.85M	Buy	17,519 +1,286	+8%	+$136K	0.26%	103
2023 Q3	$1.72M	Sell	16,233 -2,267	-12%	-$240K	0.28%	97
2023 Q2	$2.2M	Sell	18,500 -1,619	-8%	-$193K	0.35%	71
2023 Q1	$1.87M	Sell	20,119 -108	-0.5%	-$10K	0.32%	89
2022 Q4	$1.65M	Sell	20,227 -1,246	-6%	-$102K	0.3%	97
2022 Q3	$1.31M	Buy	21,473 +1,628	+8%	+$99.4K	0.23%	116
2022 Q2	$1.39M	Buy	19,845 +7,512	+61%	+$525K	0.25%	113
2022 Q1	$905K	Buy	12,333 +4,760	+63%	+$349K	0.17%	150
2021 Q4	$660K	Sell	7,573 -428	-5%	-$37.3K	0.15%	149
2021 Q3	$697K	Buy	8,001 +94	+1%	+$8.19K	0.19%	123
2021 Q2	$615K	Buy	7,907 +689	+10%	+$53.6K	0.19%	119
2021 Q1	$565K	Buy	7,218 +248	+4%	+$19.4K	0.24%	90
2020 Q4	$451K	Hold	6,970	–	–	0.21%	93
2020 Q3	$416K	Hold	6,970	–	–	0.23%	90
2020 Q2	$387K	Hold	6,970	–	–	0.24%	89
2020 Q1	$340K	Sell	6,970 -249	-3%	-$12.1K	0.23%	95
2019 Q4	$382K	Buy	+7,219	New	+$382K	0.22%	91
2019 Q1	–	Sell	-11,392	Closed	-$514K	–	150
2018 Q4	$514K	Sell	11,392 -4,022	-26%	-$181K	0.38%	69
2018 Q3	$798K	Sell	15,414 -189	-1%	-$9.79K	0.53%	55
2018 Q2	$687K	Buy	15,603 +1,983	+15%	+$87.3K	0.5%	56
2018 Q1	$623K	Buy	13,620 +631	+5%	+$28.9K	0.52%	53
2017 Q4	$614K	Buy	12,989 +44	+0.3%	+$2.08K	0.47%	47
2017 Q3	$626K	Buy	12,945 +140	+1%	+$6.77K	0.55%	46
2017 Q2	$642K	Buy	12,805 +2,074	+19%	+$104K	0.64%	42
2017 Q1	$479K	Buy	+10,731	New	+$479K	0.58%	46