Investment Advisory Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Buy |
2,186
+18
| +0.8% | +$3.94K | 0.14% | 109 |
|
|
2025
Q1 | $303K | Hold |
2,168
| – | – | 0.1% | 128 |
|
|
2024
Q4 | $361K | Buy |
2,168
+240
| +12% | +$40K | 0.12% | 111 |
|
|
2024
Q3 | $329K | Buy |
1,928
+219
| +13% | +$37.3K | 0.11% | 123 |
|
|
2024
Q2 | $241K | Sell |
1,709
-1
| -0.1% | -$141 | 0.09% | 138 |
|
|
2024
Q1 | $215K | Buy |
+1,710
| New | +$215K | 0.09% | 148 |
|
|
2023
Q3 | – | Sell |
-1,683
| Closed | -$200K | – | 151 |
|
|
2023
Q2 | $200K | Buy |
+1,683
| New | +$200K | 0.1% | 142 |
|