KA
Kovack Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Sell |
11,372
-649
| -5% | -$142K | 0.24% | 83 |
|
|
2025
Q1 | $1.68M | Sell |
12,021
-1,042
| -8% | -$146K | 0.18% | 113 |
|
|
2024
Q4 | $2.18M | Buy |
13,063
+1,123
| +9% | +$187K | 0.21% | 83 |
|
|
2024
Q3 | $2.03M | Buy |
11,940
+1,919
| +19% | +$327K | 0.22% | 91 |
|
|
2024
Q2 | $1.41M | Sell |
10,021
-41,151
| -80% | -$5.81M | 0.16% | 129 |
|
|
2024
Q1 | $6.43M | Buy |
51,172
+814
| +2% | +$102K | 0.78% | 19 |
|
|
2023
Q4 | $5.31M | Buy |
50,358
+360
| +0.7% | +$38K | 0.63% | 24 |
|
|
2023
Q3 | $5.3M | Sell |
49,998
-373
| -0.7% | -$39.5K | 0.74% | 18 |
|
|
2023
Q2 | $6M | Buy |
50,371
+956
| +2% | +$114K | 0.77% | 20 |
|
|
2023
Q1 | $4.59M | Buy |
49,415
+39,870
| +418% | +$3.7M | 0.63% | 23 |
|
|
2022
Q4 | $780K | Sell |
9,545
-561
| -6% | -$45.9K | 0.11% | 193 |
|
|
2022
Q3 | $617K | Buy |
10,106
+2,700
| +36% | +$165K | 0.09% | 240 |
|
|
2022
Q2 | $517K | Sell |
7,406
-583
| -7% | -$40.7K | 0.07% | 312 |
|
|
2022
Q1 | $660K | Buy |
7,989
+622
| +8% | +$51.4K | 0.07% | 317 |
|
|
2021
Q4 | $642K | Buy |
7,367
+386
| +6% | +$33.6K | 0.06% | 327 |
|
|
2021
Q3 | $608K | Sell |
6,981
-225
| -3% | -$19.6K | 0.07% | 329 |
|
|
2021
Q2 | $561K | Buy |
7,206
+277
| +4% | +$21.6K | 0.06% | 326 |
|
|
2021
Q1 | $486K | Buy |
6,929
+672
| +11% | +$47.1K | 0.06% | 314 |
|
|
2020
Q4 | $405K | Sell |
6,257
-89
| -1% | -$5.76K | 0.06% | 327 |
|
|
2020
Q3 | $379K | Sell |
6,346
-313
| -5% | -$18.7K | 0.07% | 284 |
|
|
2020
Q2 | $368K | Buy |
6,659
+452
| +7% | +$25K | 0.07% | 275 |
|
|
2020
Q1 | $300K | Sell |
6,207
-2,845
| -31% | -$138K | 0.07% | 286 |
|
|
2019
Q4 | $481K | Buy |
9,052
+533
| +6% | +$28.3K | 0.09% | 255 |
|
|
2019
Q3 | $469K | Sell |
8,519
-456
| -5% | -$25.1K | 0.1% | 245 |
|
|
2019
Q2 | $511K | Sell |
8,975
-1,298
| -13% | -$73.9K | 0.12% | 208 |
|
|
2019
Q1 | $552K | Sell |
10,273
-1,651
| -14% | -$88.7K | 0.14% | 179 |
|
|
2018
Q4 | $538K | Buy |
11,924
+3,040
| +34% | +$137K | 0.16% | 158 |
|
|
2018
Q3 | $458K | Sell |
8,884
-1,300
| -13% | -$67K | 0.12% | 210 |
|
|
2018
Q2 | $449K | Sell |
10,184
-1,839
| -15% | -$81.1K | 0.13% | 196 |
|
|
2018
Q1 | $550K | Buy |
12,023
+2,513
| +26% | +$115K | 0.14% | 173 |
|
|
2017
Q4 | $450K | Buy |
9,510
+779
| +9% | +$36.9K | 0.11% | 211 |
|
|
2017
Q3 | $422K | Buy |
8,731
+1,810
| +26% | +$87.5K | 0.14% | 176 |
|
|
2017
Q2 | $347K | Buy |
6,921
+933
| +16% | +$46.8K | 0.11% | 214 |
|
|
2017
Q1 | $267K | Sell |
5,988
-1,506
| -20% | -$67.2K | 0.1% | 220 |
|
|
2016
Q4 | $288K | Sell |
7,494
-1,540
| -17% | -$59.2K | 0.14% | 166 |
|
|
2016
Q3 | $355K | Buy |
9,034
+1,138
| +14% | +$44.7K | 0.17% | 143 |
|
|
2016
Q2 | $323K | Sell |
7,896
-2,098
| -21% | -$85.8K | 0.17% | 140 |
|
|
2016
Q1 | $409K | Buy |
9,994
+770
| +8% | +$31.5K | 0.26% | 108 |
|
|
2015
Q4 | $337K | Sell |
9,224
-828
| -8% | -$30.3K | 0.22% | 121 |
|
|
2015
Q3 | $363K | Sell |
10,052
-1,102
| -10% | -$39.8K | 0.25% | 109 |
|
|
2015
Q2 | $450K | Buy |
11,154
+610
| +6% | +$24.6K | 0.32% | 72 |
|
|
2015
Q1 | $455K | Buy |
10,544
+2,956
| +39% | +$128K | 0.38% | 63 |
|
|
2014
Q4 | $341K | Buy |
7,588
+778
| +11% | +$35K | 0.35% | 75 |
|
|
2014
Q3 | $261K | Buy |
+6,810
| New | +$261K | 0.38% | 64 |
|