NAAA
New Age Alpha Advisors’s Oracle ORCL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.9M | Sell |
50,016
-22,129
| -31% | -$4.84M | 0.48% | 36 |
|
2025
Q1 | $10.1M | Buy |
72,145
+34,327
| +91% | +$4.8M | 0.45% | 37 |
|
2024
Q4 | $6.3M | Buy |
37,818
+27,818
| +278% | +$4.64M | 0.25% | 101 |
|
2024
Q3 | $1.7M | Buy |
10,000
+5,000
| +100% | +$852K | 1% | 25 |
|
2024
Q2 | $706K | Buy |
+5,000
| New | +$706K | 0.38% | 33 |
|
2024
Q1 | – | Sell |
-30,000
| Closed | -$3.16M | – | 40 |
|
2023
Q4 | $3.16M | Buy |
+30,000
| New | +$3.16M | 2.36% | 15 |
|