Evoke 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 | $11.6M | Sell |
53,149
-992
| -2% | -$217K | 0.27% | 45 |
|
|
2025
Q1 | $7.57M | Sell |
54,141
-4,113
| -7% | -$575K | 0.2% | 53 |
|
|
2024
Q4 | $9.71M | Buy |
58,254
+850
| +1% | +$142K | 0.27% | 47 |
|
|
2024
Q3 | $9.78M | Buy |
+57,404
| New | +$9.78M | 0.27% | 47 |
|
|
2024
Q2 | – | Sell |
-66,235
| Closed | -$8.32M | – | 303 |
|
|
2024
Q1 | $8.32M | Buy |
+66,235
| New | +$8.32M | 0.25% | 47 |
|
|
2023
Q4 | – | Sell |
-57,043
| Closed | -$6.04M | – | 273 |
|
|
2023
Q3 | $6.04M | Buy |
57,043
+371
| +0.7% | +$39.3K | 0.21% | 55 |
|
|
2023
Q2 | $6.75M | Sell |
56,672
-10,501
| -16% | -$1.25M | 0.23% | 51 |
|
|
2023
Q1 | $6.24M | Sell |
67,173
-1,043
| -2% | -$96.9K | 0.23% | 49 |
|
|
2022
Q4 | $5.58M | Buy |
68,216
+746
| +1% | +$61K | 0.2% | 55 |
|
|
2022
Q3 | $4.12M | Sell |
67,470
-1,185
| -2% | -$72.4K | 0.17% | 61 |
|
|
2022
Q2 | $4.8M | Sell |
68,655
-9,436
| -12% | -$659K | 0.18% | 61 |
|
|
2022
Q1 | $6.46M | Buy |
78,091
+3,373
| +5% | +$279K | 0.21% | 59 |
|
|
2021
Q4 | $6.52M | Sell |
74,718
-1,079
| -1% | -$94.1K | 0.21% | 65 |
|
|
2021
Q3 | $6.6M | Sell |
75,797
-1,103
| -1% | -$96.1K | 0.25% | 48 |
|
|
2021
Q2 | $5.99M | Sell |
76,900
-583
| -0.8% | -$45.4K | 0.23% | 58 |
|
|
2021
Q1 | $5.44M | Buy |
77,483
+67,311
| +662% | +$4.72M | 0.25% | 57 |
|
|
2020
Q4 | $658K | Buy |
10,172
+2,472
| +32% | +$160K | 0.04% | 127 |
|
|
2020
Q3 | $460K | Sell |
7,700
-54
| -0.7% | -$3.23K | 0.04% | 140 |
|
|
2020
Q2 | $429K | Buy |
7,754
+5,352
| +223% | +$296K | 0.04% | 126 |
|
|
2020
Q1 | $116K | Sell |
2,402
-4,226
| -64% | -$204K | 0.02% | 243 |
|
|
2019
Q4 | $351K | Sell |
6,628
-6,134
| -48% | -$325K | 0.04% | 152 |
|
|
2019
Q3 | $702K | Buy |
+12,762
| New | +$702K | 0.09% | 121 |
|