Foundations Investment Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.5M | Buy |
212,718
+21,838
| +11% | +$4.77M | 0.73% | 32 |
|
|
2025
Q1 | $26.7M | Buy |
190,880
+26,287
| +16% | +$3.68M | 0.49% | 55 |
|
|
2024
Q4 | $27.4M | Buy |
164,593
+32,718
| +25% | +$5.45M | 0.53% | 47 |
|
|
2024
Q3 | $22.5M | Buy |
131,875
+9,499
| +8% | +$1.62M | 0.47% | 53 |
|
|
2024
Q2 | $17.3M | Buy |
122,376
+27,098
| +28% | +$3.83M | 0.42% | 58 |
|
|
2024
Q1 | $12M | Buy |
95,278
+82,177
| +627% | +$10.3M | 0.31% | 67 |
|
|
2023
Q4 | $1.51M | Buy |
13,101
+717
| +6% | +$82.8K | 0.04% | 256 |
|
|
2023
Q3 | $1.31M | Sell |
12,384
-4,878
| -28% | -$517K | 0.04% | 263 |
|
|
2023
Q2 | $2.06M | Sell |
17,262
-10,303
| -37% | -$1.23M | 0.07% | 191 |
|
|
2023
Q1 | $2.56M | Sell |
27,565
-47
| -0.2% | -$4.37K | 0.09% | 139 |
|
|
2022
Q4 | $2.26M | Buy |
27,612
+8,319
| +43% | +$680K | 0.09% | 117 |
|
|
2022
Q3 | $1.18M | Buy |
19,293
+12,216
| +173% | +$746K | 0.05% | 150 |
|
|
2022
Q2 | $507K | Sell |
7,077
-413
| -6% | -$29.6K | 0.02% | 225 |
|
|
2022
Q1 | $595K | Sell |
7,490
-929
| -11% | -$73.8K | 0.02% | 177 |
|
|
2021
Q4 | $743K | Buy |
8,419
+2,628
| +45% | +$232K | 0.03% | 155 |
|
|
2021
Q3 | $530K | Buy |
5,791
+580
| +11% | +$53.1K | 0.02% | 172 |
|
|
2021
Q2 | $457K | Buy |
5,211
+214
| +4% | +$18.8K | 0.02% | 174 |
|
|
2021
Q1 | $370K | Buy |
4,997
+323
| +7% | +$23.9K | 0.02% | 159 |
|
|
2020
Q4 | $296K | Sell |
4,674
-1,590
| -25% | -$101K | 0.02% | 146 |
|
|
2020
Q3 | $369K | Buy |
6,264
+752
| +14% | +$44.3K | 0.08% | 125 |
|
|
2020
Q2 | $308K | Sell |
5,512
-525
| -9% | -$29.3K | 0.03% | 137 |
|
|
2020
Q1 | $294K | Buy |
+6,037
| New | +$294K | 0.03% | 91 |
|
|
2019
Q4 | – | Sell |
-4,058
| Closed | -$219K | – | 134 |
|
|
2019
Q3 | $219K | Buy |
4,058
+120
| +3% | +$6.48K | 0.03% | 123 |
|
|
2019
Q2 | $232K | Sell |
3,938
-1,308
| -25% | -$77.1K | 0.03% | 111 |
|
|
2019
Q1 | $282K | Sell |
5,246
-2,622
| -33% | -$141K | 0.05% | 80 |
|
|
2018
Q4 | $403K | Buy |
7,868
+67
| +0.9% | +$3.43K | 0.09% | 71 |
|
|
2018
Q3 | $402K | Buy |
7,801
+139
| +2% | +$7.16K | 0.1% | 71 |
|
|
2018
Q2 | $338K | Buy |
+7,662
| New | +$338K | 0.09% | 69 |
|