Dynamic Advisor Solutions’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Buy |
16,473
+342
| +2% | +$74.8K | 0.11% | 207 |
|
|
2025
Q1 | $2.26M | Buy |
16,131
+557
| +4% | +$77.9K | 0.07% | 259 |
|
|
2024
Q4 | $2.6M | Sell |
15,574
-3,465
| -18% | -$577K | 0.11% | 179 |
|
|
2024
Q3 | $3.24M | Sell |
19,039
-1,137
| -6% | -$194K | 0.1% | 228 |
|
|
2024
Q2 | $2.85M | Buy |
20,176
+396
| +2% | +$55.9K | 0.09% | 246 |
|
|
2024
Q1 | $2.48M | Sell |
19,780
-58
| -0.3% | -$7.29K | 0.08% | 269 |
|
|
2023
Q4 | $2.04M | Buy |
19,838
+6,803
| +52% | +$699K | 0.08% | 282 |
|
|
2023
Q3 | $1.38M | Buy |
13,035
+3,246
| +33% | +$344K | 0.07% | 294 |
|
|
2023
Q2 | $1.17M | Buy |
9,789
+562
| +6% | +$66.9K | 0.06% | 304 |
|
|
2023
Q1 | $857K | Sell |
9,227
-1,365
| -13% | -$127K | 0.05% | 352 |
|
|
2022
Q4 | $866K | Buy |
10,592
+2,792
| +36% | +$228K | 0.06% | 307 |
|
|
2022
Q3 | $476K | Sell |
7,800
-77
| -1% | -$4.7K | 0.04% | 401 |
|
|
2022
Q2 | $550K | Sell |
7,877
-201
| -2% | -$14K | 0.04% | 371 |
|
|
2022
Q1 | $668K | Buy |
8,078
+1,554
| +24% | +$129K | 0.05% | 365 |
|
|
2021
Q4 | $569K | Sell |
6,524
-1,426
| -18% | -$124K | 0.04% | 395 |
|
|
2021
Q3 | $693K | Buy |
7,950
+581
| +8% | +$50.6K | 0.05% | 369 |
|
|
2021
Q2 | $574K | Buy |
7,369
+1,585
| +27% | +$123K | 0.05% | 399 |
|
|
2021
Q1 | $406K | Sell |
5,784
-619
| -10% | -$43.5K | 0.04% | 427 |
|
|
2020
Q4 | $414K | Buy |
6,403
+1,967
| +44% | +$127K | 0.04% | 408 |
|
|
2020
Q3 | $265K | Sell |
4,436
-125
| -3% | -$7.47K | 0.03% | 464 |
|
|
2020
Q2 | $252K | Sell |
4,561
-145
| -3% | -$8.01K | 0.03% | 419 |
|
|
2020
Q1 | $227K | Buy |
4,706
+138
| +3% | +$6.66K | 0.04% | 379 |
|
|
2019
Q4 | $242K | Sell |
4,568
-198
| -4% | -$10.5K | 0.03% | 456 |
|
|
2019
Q3 | $262K | Sell |
4,766
-129
| -3% | -$7.09K | 0.04% | 403 |
|
|
2019
Q2 | $279K | Buy |
4,895
+294
| +6% | +$16.8K | 0.04% | 373 |
|
|
2019
Q1 | $247K | Sell |
4,601
-40
| -0.9% | -$2.15K | 0.05% | 333 |
|
|
2018
Q4 | $231K | Sell |
4,641
-326
| -7% | -$16.2K | 0.05% | 330 |
|
|
2018
Q3 | $256K | Sell |
4,967
-485
| -9% | -$25K | 0.05% | 333 |
|
|
2018
Q2 | $240K | Buy |
+5,452
| New | +$240K | 0.05% | 341 |
|
|
2017
Q1 | – | Sell |
-10,950
| Closed | -$421K | – | 220 |
|
|
2016
Q4 | $421K | Buy |
10,950
+14
| +0.1% | +$538 | 0.17% | 150 |
|
|
2016
Q3 | $430K | Buy |
+10,936
| New | +$430K | 0.16% | 156 |
|