IMA Advisory Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $162K | Buy |
740
+10
| +1% | +$2.19K | 0.02% | 174 |
|
|
2025
Q1 | $102K | Buy |
+730
| New | +$102K | 0.01% | 192 |
|
|
2024
Q4 | – | Sell |
-228
| Closed | -$38.9K | – | 250 |
|
|
2024
Q3 | $38.9K | Buy |
+228
| New | +$38.9K | 0.01% | 193 |
|
|
2023
Q4 | – | Sell |
-528
| Closed | -$55.9K | – | 211 |
|
|
2023
Q3 | $55.9K | Buy |
528
+100
| +23% | +$10.6K | 0.01% | 178 |
|
|
2023
Q2 | $51K | Buy |
428
+100
| +30% | +$11.9K | 0.01% | 179 |
|
|
2023
Q1 | $30.5K | Hold |
328
| – | – | 0.01% | 195 |
|
|
2022
Q4 | $26.8K | Hold |
328
| – | – | 0.01% | 210 |
|
|
2022
Q3 | $20K | Hold |
328
| – | – | 0.01% | 218 |
|
|
2022
Q2 | $23K | Hold |
328
| – | – | 0.01% | 221 |
|
|
2022
Q1 | $27K | Hold |
328
| – | – | 0.01% | 184 |
|
|
2021
Q4 | $29K | Buy |
328
+100
| +44% | +$8.84K | 0.01% | 190 |
|
|
2021
Q3 | $20K | Hold |
228
| – | – | ﹤0.01% | 202 |
|
|
2021
Q2 | $18K | Hold |
228
| – | – | ﹤0.01% | 207 |
|
|
2021
Q1 | $16K | Hold |
228
| – | – | ﹤0.01% | 217 |
|
|
2020
Q4 | $15K | Hold |
228
| – | – | ﹤0.01% | 204 |
|
|
2020
Q3 | $14K | Buy |
+228
| New | +$14K | ﹤0.01% | 194 |
|
|
2018
Q4 | – | Sell |
-9
| Closed | – | – | 341 |
|
|
2018
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 422 |
|