IAA
Independent Advisor Alliance’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Buy |
62,707
+3,188
| +5% | +$697K | 0.4% | 39 |
|
|
2025
Q1 | $8.32M | Buy |
59,519
+7,524
| +14% | +$1.05M | 0.27% | 62 |
|
|
2024
Q4 | $8.66M | Buy |
51,995
+14,924
| +40% | +$2.49M | 0.11% | 184 |
|
|
2024
Q3 | $6.32M | Sell |
37,071
-348
| -0.9% | -$59.3K | 0.23% | 82 |
|
|
2024
Q2 | $5.28M | Buy |
37,419
+3,170
| +9% | +$448K | 0.18% | 98 |
|
|
2024
Q1 | $4.3M | Buy |
34,249
+4,472
| +15% | +$562K | 0.16% | 116 |
|
|
2023
Q4 | $3.14M | Sell |
29,777
-2,213
| -7% | -$233K | 0.11% | 153 |
|
|
2023
Q3 | $3.39M | Sell |
31,990
-667
| -2% | -$70.6K | 0.15% | 131 |
|
|
2023
Q2 | $3.89M | Buy |
32,657
+3,448
| +12% | +$411K | 0.17% | 110 |
|
|
2023
Q1 | $2.71M | Sell |
29,209
-12
| -0% | -$1.12K | 0.13% | 144 |
|
|
2022
Q4 | $2.39K | Sell |
29,221
-2,595
| -8% | -$212 | ﹤0.01% | 237 |
|
|
2022
Q3 | $1.94M | Sell |
31,816
-848
| -3% | -$51.8K | 0.11% | 172 |
|
|
2022
Q2 | $2.28M | Sell |
32,664
-1,523
| -4% | -$106K | 0.13% | 149 |
|
|
2022
Q1 | $2.83M | Buy |
34,187
+8,749
| +34% | +$724K | 0.14% | 136 |
|
|
2021
Q4 | $2.22M | Buy |
25,438
+2,794
| +12% | +$244K | 0.11% | 153 |
|
|
2021
Q3 | $1.97M | Buy |
22,644
+1,630
| +8% | +$142K | 0.11% | 160 |
|
|
2021
Q2 | $1.64M | Sell |
21,014
-368
| -2% | -$28.7K | 0.09% | 189 |
|
|
2021
Q1 | $1.5M | Buy |
21,382
+545
| +3% | +$38.2K | 0.09% | 186 |
|
|
2020
Q4 | $1.35M | Sell |
20,837
-24,755
| -54% | -$1.6M | 0.09% | 168 |
|
|
2020
Q3 | $2.72M | Buy |
45,592
+24,329
| +114% | +$1.45M | 0.21% | 102 |
|
|
2020
Q2 | $1.18M | Sell |
21,263
-5,027
| -19% | -$278K | 0.13% | 132 |
|
|
2020
Q1 | $1.27M | Sell |
26,290
-18,300
| -41% | -$885K | 0.18% | 98 |
|
|
2019
Q4 | $2.36M | Buy |
44,590
+16,182
| +57% | +$857K | 0.1% | 212 |
|
|
2019
Q3 | $1.56M | Sell |
28,408
-83
| -0.3% | -$4.57K | 0.19% | 109 |
|
|
2019
Q2 | $1.62M | Buy |
28,491
+5,613
| +25% | +$320K | 0.23% | 89 |
|
|
2019
Q1 | $1.23M | Sell |
22,878
-7,212
| -24% | -$387K | 0.17% | 118 |
|
|
2018
Q4 | $1.36M | Buy |
30,090
+2,785
| +10% | +$126K | 0.24% | 93 |
|
|
2018
Q3 | $1.38M | Sell |
27,305
-3,565
| -12% | -$180K | 0.25% | 89 |
|
|
2018
Q2 | $1.33M | Sell |
30,870
-5,304
| -15% | -$229K | 0.28% | 83 |
|
|
2018
Q1 | $1.63M | Buy |
36,174
+1,509
| +4% | +$68K | 0.36% | 72 |
|
|
2017
Q4 | $1.7M | Buy |
34,665
+5,549
| +19% | +$272K | 0.38% | 71 |
|
|
2017
Q3 | $1.41M | Buy |
29,116
+9,098
| +45% | +$440K | 0.39% | 70 |
|
|
2017
Q2 | $993K | Sell |
20,018
-1,201
| -6% | -$59.6K | 0.32% | 91 |
|
|
2017
Q1 | $944K | Buy |
21,219
+10,416
| +96% | +$463K | 0.15% | 167 |
|
|
2016
Q4 | $431K | Buy |
+10,803
| New | +$431K | 0.18% | 117 |
|