Gladstone Institutional Advisory’s Oracle ORCL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.53M	Buy	37,610 +9,840	+35%	+$1.6M	0.21%	110
2025 Q4	$5.41M	Buy	27,770 +3,858	+16%	+$919K	0.2%	106
2025 Q3	$6.73M	Sell	23,912 -924	-4%	-$235K	0.26%	89
2025 Q2	$5.43M	Buy	24,836 +309	+1%	+$49.9K	0.22%	105
2025 Q1	$3.43M	Sell	24,527 -10,134	-29%	-$1.65M	0.16%	151
2024 Q4	$5.78M	Buy	34,661 +7,208	+26%	+$1.28M	0.27%	85
2024 Q3	$4.68M	Sell	27,453 -8,522	-24%	-$1.23M	0.23%	105
2024 Q2	$5.08M	Sell	35,975 -1,688	-4%	-$210K	0.26%	100
2024 Q1	$4.73M	Buy	37,663 +4,087	+12%	+$468K	0.26%	105
2023 Q4	$3.54M	Sell	33,576 -43,779	-57%	-$4.78M	0.2%	133
2023 Q3	$8.19M	Buy	77,355 +7,193	+10%	+$833K	0.53%	37
2023 Q2	$8.36M	Buy	70,162 +17,975	+34%	+$1.86M	0.51%	38
2023 Q1	$4.85M	Buy	52,187 +40,719	+355%	+$3.57M	0.31%	82
2022 Q4	$937K	Sell	11,468 -428	-4%	-$32.5K	0.07%	287
2022 Q3	$727K	Sell	11,896 -1,350	-10%	-$98.8K	0.06%	329
2022 Q2	$926K	Sell	13,246 -794	-6%	-$58.1K	0.07%	286
2022 Q1	$1.16M	Sell	14,040 -10,595	-43%	-$858K	0.08%	267
2021 Q4	$2.15M	Sell	24,635 -9,255	-27%	-$869K	0.17%	163
2021 Q3	$2.95M	Buy	33,890 +19,886	+142%	+$1.76M	0.29%	94
2021 Q2	$1.09M	Buy	+14,004	New	+$1.1M	0.13%	181
2020 Q2	–	Sell	-5,323	Closed	-$257K	–	284
2020 Q1	$257K	Sell	5,323 -211	-4%	-$10.9K	0.07%	215
2019 Q4	$293K	Buy	5,534 +64	+1%	+$3.52K	0.07%	195
2019 Q3	$301K	Buy	5,470 +293	+6%	+$16.2K	0.08%	205
2019 Q2	$295K	Buy	+5,177	New	+$280K	0.09%	204