Regal 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 | $1.01M | Sell |
4,626
-335
| -7% | -$73.2K | 0.08% | 233 |
|
|
2025
Q1 | $694K | Buy |
4,961
+23
| +0.5% | +$3.22K | 0.06% | 265 |
|
|
2024
Q4 | $823K | Sell |
4,938
-312
| -6% | -$52K | 0.06% | 250 |
|
|
2024
Q3 | $895K | Sell |
5,250
-7,873
| -60% | -$1.34M | 0.06% | 257 |
|
|
2024
Q2 | $1.85M | Buy |
13,123
+756
| +6% | +$107K | 0.12% | 184 |
|
|
2024
Q1 | $1.55M | Sell |
12,367
-151
| -1% | -$19K | 0.11% | 200 |
|
|
2023
Q4 | $1.32M | Buy |
12,518
+448
| +4% | +$47.2K | 0.1% | 195 |
|
|
2023
Q3 | $1.28M | Buy |
12,070
+3,507
| +41% | +$371K | 0.11% | 185 |
|
|
2023
Q2 | $1.02M | Sell |
8,563
-277
| -3% | -$33K | 0.09% | 202 |
|
|
2023
Q1 | $821K | Buy |
8,840
+30
| +0.3% | +$2.79K | 0.07% | 213 |
|
|
2022
Q4 | $720K | Sell |
8,810
-198
| -2% | -$16.2K | 0.07% | 223 |
|
|
2022
Q3 | $550K | Sell |
9,008
-22
| -0.2% | -$1.34K | 0.06% | 247 |
|
|
2022
Q2 | $631K | Buy |
9,030
+18
| +0.2% | +$1.26K | 0.07% | 246 |
|
|
2022
Q1 | $746K | Buy |
9,012
+48
| +0.5% | +$3.97K | 0.07% | 255 |
|
|
2021
Q4 | $782K | Buy |
8,964
+126
| +1% | +$11K | 0.07% | 278 |
|
|
2021
Q3 | $770K | Buy |
8,838
+33
| +0.4% | +$2.88K | 0.07% | 274 |
|
|
2021
Q2 | $685K | Buy |
+8,805
| New | +$685K | 0.07% | 282 |
|
|
2021
Q1 | – | Sell |
-7,626
| Closed | -$493K | – | 300 |
|
|
2020
Q4 | $493K | Buy |
+7,626
| New | +$493K | 0.06% | 290 |
|
|
2020
Q3 | – | Sell |
-5,235
| Closed | -$289K | – | 189 |
|
|
2020
Q2 | $289K | Buy |
+5,235
| New | +$289K | 0.05% | 251 |
|
|
2019
Q2 | – | Sell |
-41,592
| Closed | -$2.23M | – | 337 |
|
|
2019
Q1 | $2.23M | Buy |
41,592
+546
| +1% | +$29.3K | 0.45% | 66 |
|
|
2018
Q4 | $1.85M | Buy |
41,046
+1,312
| +3% | +$59.2K | 0.41% | 75 |
|
|
2018
Q3 | $2.05M | Buy |
39,734
+5,755
| +17% | +$297K | 0.43% | 72 |
|
|
2018
Q2 | $1.5M | Sell |
33,979
-7,618
| -18% | -$336K | 0.45% | 76 |
|
|
2018
Q1 | $1.9M | Sell |
41,597
-839
| -2% | -$38.4K | 0.42% | 74 |
|
|
2017
Q4 | $2.01M | Buy |
+42,436
| New | +$2.01M | 0.45% | 75 |
|
|
2016
Q2 | – | Sell |
-4,985
| Closed | -$204K | – | 257 |
|
|
2016
Q1 | $204K | Buy |
+4,985
| New | +$204K | 0.06% | 233 |
|
|
2015
Q4 | – | Sell |
-3,793
| Closed | -$137K | – | 689 |
|
|
2015
Q3 | $137K | Buy |
3,793
+1,493
| +65% | +$53.9K | 0.04% | 304 |
|
|
2015
Q2 | $92K | Sell |
2,300
-100
| -4% | -$4K | 0.02% | 345 |
|
|
2015
Q1 | $104K | Buy |
2,400
+1,686
| +236% | +$73.1K | 0.03% | 335 |
|
|
2014
Q4 | $32K | Sell |
714
-1,850
| -72% | -$82.9K | 0.01% | 460 |
|
|
2014
Q3 | $98K | Sell |
2,564
-613
| -19% | -$23.4K | 0.03% | 304 |
|
|
2014
Q2 | $129K | Buy |
3,177
+383
| +14% | +$15.6K | 0.05% | 249 |
|
|
2014
Q1 | $114K | Sell |
2,794
-406
| -13% | -$16.6K | 0.05% | 244 |
|
|
2013
Q4 | $122K | Buy |
3,200
+450
| +16% | +$17.2K | 0.07% | 190 |
|
|
2013
Q3 | $91K | Sell |
2,750
-248
| -8% | -$8.21K | 0.05% | 243 |
|
|
2013
Q2 | $92K | Buy |
+2,998
| New | +$92K | 0.05% | 240 |
|