HIA
HTG Investment Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Sell |
2,432
-180
| -7% | -$39.3K | 0.2% | 44 |
|
|
2025
Q1 | $365K | Buy |
2,612
+21
| +0.8% | +$2.94K | 0.15% | 49 |
|
|
2024
Q4 | $432K | Sell |
2,591
-80
| -3% | -$13.3K | 0.2% | 45 |
|
|
2024
Q3 | $455K | Sell |
2,671
-538
| -17% | -$91.7K | 0.21% | 44 |
|
|
2024
Q2 | $453K | Sell |
3,209
-111
| -3% | -$15.7K | 0.24% | 42 |
|
|
2024
Q1 | $417K | Sell |
3,320
-330
| -9% | -$41.5K | 0.24% | 43 |
|
|
2023
Q4 | $385K | Sell |
3,650
-40
| -1% | -$4.22K | 0.25% | 43 |
|
|
2023
Q3 | $391K | Sell |
3,690
-1,169
| -24% | -$124K | 0.31% | 37 |
|
|
2023
Q2 | $579K | Buy |
4,859
+194
| +4% | +$23.1K | 0.48% | 30 |
|
|
2023
Q1 | $434K | Sell |
4,665
-23
| -0.5% | -$2.14K | 0.4% | 34 |
|
|
2022
Q4 | $383K | Buy |
+4,688
| New | +$383K | 0.39% | 35 |
|