OA
Operose Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.7K | Hold |
314
| – | – | 0.02% | 206 |
|
|
2025
Q1 | $43.9K | Buy |
314
+105
| +50% | +$14.7K | 0.01% | 220 |
|
|
2024
Q4 | $34.8K | Sell |
209
-10,314
| -98% | -$1.72M | 0.01% | 238 |
|
|
2024
Q3 | $1.79M | Hold |
10,523
| – | – | 0.58% | 22 |
|
|
2024
Q2 | $1.49M | Hold |
10,523
| – | – | 0.53% | 23 |
|
|
2024
Q1 | $1.32M | Hold |
10,523
| – | – | 0.45% | 28 |
|
|
2023
Q4 | $1.11M | Hold |
10,523
| – | – | 0.44% | 25 |
|
|
2023
Q3 | $1.11M | Hold |
10,523
| – | – | 0.44% | 26 |
|
|
2023
Q2 | $1.25M | Buy |
10,523
+8,989
| +586% | +$1.07M | 0.57% | 23 |
|
|
2023
Q1 | $143K | Buy |
1,534
+1,398
| +1,028% | +$130K | 0.07% | 93 |
|
|
2022
Q4 | $11.1K | Buy |
+136
| New | +$11.1K | 0.01% | 269 |
|
|
2022
Q3 | – | Sell |
-295
| Closed | -$21K | – | 347 |
|
|
2022
Q2 | $21K | Hold |
295
| – | – | 0.01% | 198 |
|
|
2022
Q1 | $24K | Hold |
295
| – | – | 0.02% | 197 |
|
|
2021
Q4 | $26K | Buy |
+295
| New | +$26K | 0.02% | 186 |
|