CreativeOne Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.86M | Buy |
22,211
+2,634
| +13% | +$576K | 0.13% | 158 |
|
|
2025
Q1 | $2.74M | Sell |
19,577
-2,463
| -11% | -$344K | 0.08% | 236 |
|
|
2024
Q4 | $3.67M | Buy |
22,040
+5,836
| +36% | +$973K | 0.11% | 172 |
|
|
2024
Q3 | $2.76M | Buy |
16,204
+4,132
| +34% | +$704K | 0.09% | 210 |
|
|
2024
Q2 | $1.71M | Buy |
12,072
+2,653
| +28% | +$375K | 0.09% | 218 |
|
|
2024
Q1 | $1.18M | Buy |
9,419
+3,056
| +48% | +$384K | 0.05% | 343 |
|
|
2023
Q4 | $670K | Buy |
6,363
+2,253
| +55% | +$237K | 0.04% | 313 |
|
|
2023
Q3 | $435K | Sell |
4,110
-1,282
| -24% | -$136K | 0.03% | 358 |
|
|
2023
Q2 | $642K | Buy |
5,392
+317
| +6% | +$37.7K | 0.03% | 425 |
|
|
2023
Q1 | $472K | Buy |
5,075
+839
| +20% | +$78K | 0.02% | 485 |
|
|
2022
Q4 | $346K | Sell |
4,236
-730
| -15% | -$59.6K | 0.02% | 535 |
|
|
2022
Q3 | $303K | Buy |
4,966
+1,219
| +33% | +$74.4K | 0.02% | 543 |
|
|
2022
Q2 | $262K | Sell |
3,747
-893
| -19% | -$62.4K | 0.01% | 602 |
|
|
2022
Q1 | $384K | Buy |
4,640
+497
| +12% | +$41.1K | 0.02% | 508 |
|
|
2021
Q4 | $361K | Buy |
4,143
+98
| +2% | +$8.54K | 0.02% | 542 |
|
|
2021
Q3 | $352K | Buy |
4,045
+439
| +12% | +$38.2K | 0.02% | 507 |
|
|
2021
Q2 | $281K | Sell |
3,606
-1,945
| -35% | -$152K | 0.02% | 552 |
|
|
2021
Q1 | $389K | Buy |
5,551
+461
| +9% | +$32.3K | 0.03% | 391 |
|
|
2020
Q4 | $329K | Buy |
+5,090
| New | +$329K | 0.03% | 356 |
|