Kathmere Capital Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.92M | Sell |
8,762
-2,911
| -25% | -$636K | 0.15% | 104 |
|
2025
Q1 | $1.63M | Sell |
11,673
-727
| -6% | -$102K | 0.14% | 101 |
|
2024
Q4 | $2.07M | Sell |
12,400
-93
| -0.7% | -$15.5K | 0.19% | 83 |
|
2024
Q3 | $2.13M | Buy |
12,493
+347
| +3% | +$59.1K | 0.2% | 79 |
|
2024
Q2 | $1.71M | Buy |
12,146
+1,240
| +11% | +$175K | 0.18% | 75 |
|
2024
Q1 | $1.37M | Sell |
10,906
-355
| -3% | -$44.6K | 0.16% | 79 |
|
2023
Q4 | $1.19M | Sell |
11,261
-1,346
| -11% | -$142K | 0.15% | 75 |
|
2023
Q3 | $1.34M | Buy |
12,607
+747
| +6% | +$79.1K | 0.2% | 70 |
|
2023
Q2 | $1.41M | Buy |
11,860
+32
| +0.3% | +$3.81K | 0.22% | 59 |
|
2023
Q1 | $1.1M | Buy |
11,828
+930
| +9% | +$86.4K | 0.18% | 67 |
|
2022
Q4 | $891K | Buy |
10,898
+3,369
| +45% | +$275K | 0.16% | 77 |
|
2022
Q3 | $460K | Buy |
7,529
+2,754
| +58% | +$168K | 0.09% | 92 |
|
2022
Q2 | $334K | Buy |
4,775
+30
| +0.6% | +$2.1K | 0.06% | 109 |
|
2022
Q1 | $393K | Buy |
+4,745
| New | +$393K | 0.07% | 99 |
|
2021
Q4 | – | Sell |
-3,396
| Closed | -$296K | – | 147 |
|
2021
Q3 | $296K | Buy |
+3,396
| New | +$296K | 0.05% | 116 |
|
2021
Q1 | – | Sell |
-517
| Closed | -$33K | – | 315 |
|
2020
Q4 | $33K | Buy |
517
+1
| +0.2% | +$64 | 0.01% | 264 |
|
2020
Q3 | $31K | Buy |
+516
| New | +$31K | 0.01% | 251 |
|