Coppell Advisory Solutions’s Oracle ORCL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.99M Buy
+14,237
New +$2.99M 0.36% 51
2025
Q1
Sell
-6,287
Closed -$1.05M 1383
2024
Q4
$1.05M Sell
6,287
-118,926
-95% -$19.8M 0.15% 122
2024
Q3
$21.1M Buy
125,213
+122,446
+4,425% +$20.7M 3.11% 6
2024
Q2
$391K Buy
+2,767
New +$391K 0.06% 177
2023
Q4
$279K Buy
2,646
+675
+34% +$71.2K 0.06% 217
2023
Q3
$161K Sell
1,971
-158
-7% -$12.9K 0.06% 175
2023
Q2
$251K Sell
2,129
-184
-8% -$21.7K 0.07% 164
2023
Q1
$209K Buy
2,313
+342
+17% +$30.9K 0.07% 186
2022
Q4
$161K Buy
+1,971
New +$161K 0.05% 179