Financial Advocates Investment Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
4,776
-2,109
| -31% | -$461K | 0.09% | 222 |
|
|
2025
Q1 | $963K | Buy |
6,885
+98
| +1% | +$13.7K | 0.07% | 287 |
|
|
2024
Q4 | $1.13M | Buy |
6,787
+646
| +11% | +$108K | 0.06% | 280 |
|
|
2024
Q3 | $1.05M | Buy |
6,141
+885
| +17% | +$151K | 0.06% | 298 |
|
|
2024
Q2 | $742K | Buy |
5,256
+1,134
| +28% | +$160K | 0.05% | 352 |
|
|
2024
Q1 | $518K | Buy |
4,122
+463
| +13% | +$58.2K | 0.03% | 448 |
|
|
2023
Q4 | $386K | Sell |
3,659
-737
| -17% | -$77.7K | 0.03% | 482 |
|
|
2023
Q3 | $466K | Buy |
4,396
+787
| +22% | +$83.4K | 0.03% | 429 |
|
|
2023
Q2 | $430K | Buy |
3,609
+54
| +2% | +$6.43K | 0.03% | 437 |
|
|
2023
Q1 | $330K | Sell |
3,555
-34
| -0.9% | -$3.16K | 0.02% | 516 |
|
|
2022
Q4 | $293K | Sell |
3,589
-2
| -0.1% | -$163 | 0.02% | 564 |
|
|
2022
Q3 | $219K | Sell |
3,591
-1,810
| -34% | -$110K | 0.02% | 638 |
|
|
2022
Q2 | $377K | Sell |
5,401
-1,162
| -18% | -$81.1K | 0.03% | 459 |
|
|
2022
Q1 | $543K | Sell |
6,563
-239
| -4% | -$19.8K | 0.04% | 416 |
|
|
2021
Q4 | $593K | Sell |
6,802
-370
| -5% | -$32.3K | 0.04% | 437 |
|
|
2021
Q3 | $499K | Buy |
7,172
+1,409
| +24% | +$98K | 0.03% | 474 |
|
|
2021
Q2 | $448K | Sell |
5,763
-420
| -7% | -$32.7K | 0.03% | 490 |
|
|
2021
Q1 | $434K | Sell |
6,183
-387
| -6% | -$27.2K | 0.03% | 499 |
|
|
2020
Q4 | $425K | Buy |
6,570
+405
| +7% | +$26.2K | 0.03% | 480 |
|
|
2020
Q3 | $368K | Buy |
6,165
+2,213
| +56% | +$132K | 0.03% | 422 |
|
|
2020
Q2 | $218K | Buy |
+3,952
| New | +$218K | 0.02% | 525 |
|
|
2019
Q4 | – | Sell |
-3,802
| Closed | -$209K | – | 523 |
|
|
2019
Q3 | $209K | Sell |
3,802
-57
| -1% | -$3.13K | 0.02% | 450 |
|
|
2019
Q2 | $220K | Buy |
3,859
+6
| +0.2% | +$342 | 0.03% | 430 |
|
|
2019
Q1 | $207K | Buy |
+3,853
| New | +$207K | 0.03% | 433 |
|
|
2018
Q4 | – | Sell |
-5,799
| Closed | -$299K | – | 482 |
|
|
2018
Q3 | $299K | Buy |
5,799
+545
| +10% | +$28.1K | 0.03% | 390 |
|
|
2018
Q2 | $236K | Sell |
5,254
-201
| -4% | -$9.03K | 0.03% | 427 |
|
|
2018
Q1 | $250K | Sell |
5,455
-770
| -12% | -$35.3K | 0.03% | 405 |
|
|
2017
Q4 | $294K | Buy |
+6,225
| New | +$294K | 0.04% | 363 |
|