Realta Investment Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
4,787
-287
| -6% | -$62.7K | 0.41% | 59 |
|
|
2025
Q1 | $709K | Buy |
5,074
+207
| +4% | +$28.9K | 0.32% | 75 |
|
|
2024
Q4 | $809K | Sell |
4,867
-88
| -2% | -$14.6K | 0.33% | 64 |
|
|
2024
Q3 | $873K | Buy |
4,955
+1,740
| +54% | +$306K | 0.4% | 60 |
|
|
2024
Q2 | $454K | Sell |
3,215
-401
| -11% | -$56.6K | 0.09% | 249 |
|
|
2024
Q1 | $454K | Sell |
3,616
-3,420
| -49% | -$430K | 0.09% | 248 |
|
|
2023
Q4 | $742K | Buy |
7,036
+3,559
| +102% | +$375K | 0.17% | 147 |
|
|
2023
Q3 | $414K | Sell |
3,477
-275
| -7% | -$32.8K | 0.1% | 239 |
|
|
2023
Q2 | $447K | Buy |
3,752
+515
| +16% | +$61.3K | 0.1% | 231 |
|
|
2023
Q1 | $301K | Sell |
3,237
-256
| -7% | -$23.8K | 0.07% | 287 |
|
|
2022
Q4 | $286K | Buy |
3,493
+137
| +4% | +$11.2K | 0.07% | 302 |
|
|
2022
Q3 | $205K | Buy |
3,356
+436
| +15% | +$26.6K | 0.05% | 356 |
|
|
2022
Q2 | $207K | Sell |
2,920
-2,159
| -43% | -$153K | 0.05% | 350 |
|
|
2022
Q1 | $420K | Buy |
5,079
+1,957
| +63% | +$162K | 0.08% | 243 |
|
|
2021
Q4 | $272K | Sell |
3,122
-125
| -4% | -$10.9K | 0.06% | 333 |
|
|
2021
Q3 | $283K | Sell |
3,247
-5
| -0.2% | -$436 | 0.07% | 310 |
|
|
2021
Q2 | $253K | Buy |
3,252
+257
| +9% | +$20K | 0.06% | 324 |
|
|
2021
Q1 | $210K | Buy |
+2,995
| New | +$210K | 0.06% | 346 |
|
|
2020
Q1 | – | Sell |
-3,990
| Closed | -$224K | – | 1050 |
|
|
2019
Q4 | $224K | Buy |
3,990
+2,250
| +129% | +$126K | 0.06% | 312 |
|
|
2019
Q3 | $97K | Sell |
1,740
-835
| -32% | -$46.5K | 0.03% | 509 |
|
|
2019
Q2 | $148K | Buy |
2,575
+478
| +23% | +$27.5K | 0.04% | 395 |
|
|
2019
Q1 | $111K | Buy |
+2,097
| New | +$111K | 0.05% | 375 |
|