OIA
Optimum Investment Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Hold |
14,566
| – | – | 1.38% | 14 |
|
|
2025
Q1 | $2.04M | Sell |
14,566
-129
| -0.9% | -$18K | 0.96% | 19 |
|
|
2024
Q4 | $2.45M | Sell |
14,695
-1,050
| -7% | -$175K | 1.08% | 18 |
|
|
2024
Q3 | $2.68M | Sell |
15,745
-35
| -0.2% | -$5.96K | 1.16% | 14 |
|
|
2024
Q2 | $2.23M | Sell |
15,780
-673
| -4% | -$95K | 1% | 16 |
|
|
2024
Q1 | $2.07M | Buy |
16,453
+1,045
| +7% | +$131K | 0.95% | 16 |
|
|
2023
Q4 | $1.62M | Sell |
15,408
-5,111
| -25% | -$539K | 0.82% | 20 |
|
|
2023
Q3 | $2.17M | Buy |
20,519
+326
| +2% | +$34.5K | 1.11% | 13 |
|
|
2023
Q2 | $2.4M | Sell |
20,193
-225
| -1% | -$26.8K | 1.18% | 10 |
|
|
2023
Q1 | $1.9M | Hold |
20,418
| – | – | 0.99% | 17 |
|
|
2022
Q4 | $1.67M | Sell |
20,418
-650
| -3% | -$53.1K | 0.9% | 18 |
|
|
2022
Q3 | $1.29M | Sell |
21,068
-150
| -0.7% | -$9.16K | 0.69% | 26 |
|
|
2022
Q2 | $1.48M | Sell |
21,218
-2,400
| -10% | -$168K | 0.74% | 27 |
|
|
2022
Q1 | $1.95M | Sell |
23,618
-500
| -2% | -$41.4K | 0.82% | 23 |
|
|
2021
Q4 | $2.1M | Sell |
24,118
-500
| -2% | -$43.6K | 0.82% | 23 |
|
|
2021
Q3 | $2.15M | Hold |
24,618
| – | – | 0.9% | 22 |
|
|
2021
Q2 | $1.92M | Sell |
24,618
-2,125
| -8% | -$165K | 0.6% | 36 |
|
|
2021
Q1 | $1.88M | Buy |
26,743
+150
| +0.6% | +$10.5K | 0.55% | 42 |
|
|
2020
Q4 | $1.72M | Sell |
26,593
-900
| -3% | -$58.2K | 0.52% | 43 |
|
|
2020
Q3 | $1.64M | Sell |
27,493
-499
| -2% | -$29.8K | 0.55% | 41 |
|
|
2020
Q2 | $1.55M | Sell |
27,992
-540
| -2% | -$29.8K | 0.54% | 43 |
|
|
2020
Q1 | $1.38M | Sell |
28,532
-1,040
| -4% | -$50.3K | 0.57% | 38 |
|
|
2019
Q4 | $1.57M | Buy |
29,572
+150
| +0.5% | +$7.95K | 0.47% | 48 |
|
|
2019
Q3 | $1.62M | Sell |
29,422
-209
| -0.7% | -$11.5K | 0.51% | 42 |
|
|
2019
Q2 | $1.69M | Buy |
29,631
+7
| +0% | +$399 | 0.55% | 41 |
|
|
2019
Q1 | $1.59M | Sell |
29,624
-1,207
| -4% | -$64.8K | 0.52% | 39 |
|
|
2018
Q4 | $1.39M | Sell |
30,831
-295
| -0.9% | -$13.3K | 0.48% | 47 |
|
|
2018
Q3 | $1.61M | Sell |
31,126
-444
| -1% | -$22.9K | 0.44% | 46 |
|
|
2018
Q2 | $1.39M | Sell |
31,570
-615
| -2% | -$27.1K | 0.4% | 62 |
|
|
2018
Q1 | $1.47M | Buy |
32,185
+1,055
| +3% | +$48.3K | 0.43% | 55 |
|
|
2017
Q4 | $1.47M | Buy |
31,130
+606
| +2% | +$28.7K | 0.47% | 55 |
|
|
2017
Q3 | $1.48M | Buy |
30,524
+5
| +0% | +$242 | 0.49% | 52 |
|
|
2017
Q2 | $1.53M | Buy |
30,519
+41
| +0.1% | +$2.06K | 0.53% | 47 |
|
|
2017
Q1 | $1.36M | Sell |
30,478
-2,000
| -6% | -$89.2K | 0.48% | 58 |
|
|
2016
Q4 | $1.25M | Sell |
32,478
-799
| -2% | -$30.7K | 0.47% | 62 |
|
|
2016
Q3 | $1.31M | Sell |
33,277
-540
| -2% | -$21.2K | 0.49% | 51 |
|
|
2016
Q2 | $1.38M | Sell |
33,817
-8,752
| -21% | -$358K | 0.54% | 49 |
|
|
2016
Q1 | $1.74M | Sell |
42,569
-7,379
| -15% | -$302K | 0.69% | 35 |
|
|
2015
Q4 | $1.83M | Sell |
49,948
-6,269
| -11% | -$229K | 0.71% | 32 |
|
|
2015
Q3 | $2.03M | Buy |
+56,217
| New | +$2.03M | 0.82% | 24 |
|
|
2015
Q1 | $4.07M | Sell |
94,200
-106,667
| -53% | -$4.6M | 1.29% | 8 |
|
|
2014
Q4 | $4.55M | Buy |
200,867
+98,126
| +96% | +$2.22M | 1.46% | 7 |
|
|
2014
Q3 | $3.94M | Sell |
102,741
-1,920
| -2% | -$73.5K | 1.3% | 7 |
|
|
2014
Q2 | $4.24M | Sell |
104,661
-247
| -0.2% | -$10K | 1.37% | 7 |
|
|
2014
Q1 | $4.29M | Sell |
104,908
-1,420
| -1% | -$58.1K | 1.61% | 8 |
|
|
2013
Q4 | $4.07M | Sell |
106,328
-2,022
| -2% | -$77.4K | 1.53% | 8 |
|
|
2013
Q3 | $3.59M | Buy |
+108,350
| New | +$3.59M | 1.47% | 9 |
|