Curi RMB Capital’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.53M | Buy |
+34,438
| New | +$7.53M | 0.14% | 177 |
|
|
2025
Q1 | – | Sell |
-14,182
| Closed | -$2.36M | – | 530 |
|
|
2024
Q4 | $2.36M | Sell |
14,182
-11,679
| -45% | -$1.95M | 0.05% | 253 |
|
|
2024
Q3 | $4.41M | Buy |
25,861
+2,389
| +10% | +$407K | 0.1% | 201 |
|
|
2024
Q2 | $3.31M | Sell |
23,472
-684
| -3% | -$96.6K | 0.08% | 219 |
|
|
2024
Q1 | $3.03M | Buy |
24,156
+682
| +3% | +$85.7K | 0.07% | 232 |
|
|
2023
Q4 | $2.47M | Sell |
23,474
-13,527
| -37% | -$1.43M | 0.08% | 217 |
|
|
2023
Q3 | $3.92M | Buy |
37,001
+19,086
| +107% | +$2.02M | 0.13% | 162 |
|
|
2023
Q2 | $2.13M | Buy |
17,915
+110
| +0.6% | +$13.1K | 0.07% | 214 |
|
|
2023
Q1 | $1.65M | Sell |
17,805
-418
| -2% | -$38.8K | 0.06% | 234 |
|
|
2022
Q4 | $1.49M | Sell |
18,223
-896
| -5% | -$73.2K | 0.05% | 243 |
|
|
2022
Q3 | $1.17M | Buy |
19,119
+256
| +1% | +$15.6K | 0.04% | 270 |
|
|
2022
Q2 | $1.32M | Buy |
18,863
+128
| +0.7% | +$8.94K | 0.05% | 249 |
|
|
2022
Q1 | $1.55M | Sell |
18,735
-20
| -0.1% | -$1.66K | 0.05% | 215 |
|
|
2021
Q4 | $1.64M | Hold |
18,755
| – | – | 0.05% | 219 |
|
|
2021
Q3 | $1.63M | Buy |
18,755
+7,740
| +70% | +$674K | 0.05% | 221 |
|
|
2021
Q2 | $857K | Buy |
11,015
+783
| +8% | +$60.9K | 0.03% | 292 |
|
|
2021
Q1 | $718K | Buy |
10,232
+881
| +9% | +$61.8K | 0.03% | 304 |
|
|
2020
Q4 | $605K | Buy |
9,351
+18
| +0.2% | +$1.17K | 0.02% | 401 |
|
|
2020
Q3 | $557K | Sell |
9,333
-550
| -6% | -$32.8K | 0.02% | 403 |
|
|
2020
Q2 | $546K | Sell |
9,883
-10,017
| -50% | -$553K | 0.02% | 389 |
|
|
2020
Q1 | $962K | Buy |
19,900
+1,154
| +6% | +$55.8K | 0.05% | 290 |
|
|
2019
Q4 | $993K | Sell |
18,746
-267
| -1% | -$14.1K | 0.03% | 351 |
|
|
2019
Q3 | $1.05M | Sell |
19,013
-23
| -0.1% | -$1.27K | 0.03% | 356 |
|
|
2019
Q2 | $1.08M | Buy |
19,036
+9
| +0% | +$513 | 0.03% | 368 |
|
|
2019
Q1 | $1.02M | Sell |
19,027
-1,635
| -8% | -$87.8K | 0.03% | 415 |
|
|
2018
Q4 | $933K | Sell |
20,662
-2,340
| -10% | -$106K | 0.02% | 476 |
|
|
2018
Q3 | $1.19M | Buy |
23,002
+4,905
| +27% | +$253K | 0.03% | 449 |
|
|
2018
Q2 | $797K | Sell |
18,097
-225
| -1% | -$9.91K | 0.02% | 518 |
|
|
2018
Q1 | $838K | Sell |
18,322
-1,961
| -10% | -$89.7K | 0.02% | 509 |
|
|
2017
Q4 | $959K | Buy |
20,283
+6,001
| +42% | +$284K | 0.02% | 466 |
|
|
2017
Q3 | $691K | Buy |
14,282
+29
| +0.2% | +$1.4K | 0.02% | 443 |
|
|
2017
Q2 | $715K | Buy |
14,253
+1,076
| +8% | +$54K | 0.02% | 453 |
|
|
2017
Q1 | $588K | Sell |
13,177
-884
| -6% | -$39.4K | 0.02% | 326 |
|
|
2016
Q4 | $541K | Buy |
14,061
+2,084
| +17% | +$80.2K | 0.03% | 279 |
|
|
2016
Q3 | $470K | Sell |
11,977
-202
| -2% | -$7.93K | 0.03% | 276 |
|
|
2016
Q2 | $498K | Buy |
12,179
+202
| +2% | +$8.26K | 0.03% | 282 |
|
|
2016
Q1 | $490K | Hold |
11,977
| – | – | 0.03% | 253 |
|
|
2015
Q4 | $438K | Hold |
11,977
| – | – | 0.02% | 292 |
|
|
2015
Q3 | $433K | Sell |
11,977
-62
| -0.5% | -$2.24K | 0.03% | 307 |
|
|
2015
Q2 | $485K | Buy |
12,039
+202
| +2% | +$8.14K | 0.03% | 299 |
|
|
2015
Q1 | $511K | Buy |
11,837
+73
| +0.6% | +$3.15K | 0.03% | 305 |
|
|
2014
Q4 | $529K | Sell |
11,764
-675
| -5% | -$30.4K | 0.03% | 306 |
|
|
2014
Q3 | $476K | Sell |
12,439
-2,522
| -17% | -$96.5K | 0.03% | 329 |
|
|
2014
Q2 | $606K | Buy |
14,961
+548
| +4% | +$22.2K | 0.04% | 311 |
|
|
2014
Q1 | $590K | Sell |
14,413
-200
| -1% | -$8.19K | 0.04% | 265 |
|
|
2013
Q4 | $559K | Buy |
14,613
+1,000
| +7% | +$38.3K | 0.04% | 248 |
|
|
2013
Q3 | $452K | Hold |
13,613
| – | – | 0.03% | 264 |
|
|
2013
Q2 | $418K | Buy |
+13,613
| New | +$418K | 0.03% | 255 |
|