RCA
Resonant Capital Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.6M | Sell |
25,604
-3,745
| -13% | -$819K | 0.36% | 54 |
|
|
2025
Q1 | $4.1M | Sell |
29,349
-215
| -0.7% | -$30.1K | 0.29% | 72 |
|
|
2024
Q4 | $4.93M | Sell |
29,564
-105
| -0.4% | -$17.5K | 0.36% | 58 |
|
|
2024
Q3 | $5.06M | Buy |
29,669
+338
| +1% | +$57.6K | 0.37% | 52 |
|
|
2024
Q2 | $4.14M | Buy |
29,331
+1,187
| +4% | +$168K | 0.34% | 64 |
|
|
2024
Q1 | $3.54M | Buy |
28,144
+4,100
| +17% | +$515K | 0.3% | 72 |
|
|
2023
Q4 | $2.53M | Buy |
24,044
+1,335
| +6% | +$141K | 0.25% | 83 |
|
|
2023
Q3 | $2.41M | Buy |
22,709
+120
| +0.5% | +$12.7K | 0.26% | 84 |
|
|
2023
Q2 | $2.69M | Sell |
22,589
-16,657
| -42% | -$1.98M | 0.29% | 80 |
|
|
2023
Q1 | $3.65M | Buy |
39,246
+550
| +1% | +$51.1K | 0.41% | 57 |
|
|
2022
Q4 | $3.16M | Buy |
38,696
+489
| +1% | +$40K | 0.39% | 66 |
|
|
2022
Q3 | $2.33M | Sell |
38,207
-166
| -0.4% | -$10.1K | 0.35% | 75 |
|
|
2022
Q2 | $2.68M | Buy |
38,373
+435
| +1% | +$30.4K | 0.42% | 68 |
|
|
2022
Q1 | $3.11M | Buy |
37,938
+1,137
| +3% | +$93.2K | 0.46% | 57 |
|
|
2021
Q4 | $3.21M | Buy |
36,801
+3,011
| +9% | +$263K | 0.48% | 49 |
|
|
2021
Q3 | $2.94M | Buy |
33,790
+2,807
| +9% | +$245K | 0.51% | 40 |
|
|
2021
Q2 | $2.41M | Sell |
30,983
-79
| -0.3% | -$6.15K | 0.47% | 49 |
|
|
2021
Q1 | $2.18M | Buy |
31,062
+2,852
| +10% | +$200K | 0.45% | 52 |
|
|
2020
Q4 | $1.83M | Buy |
28,210
+1,446
| +5% | +$93.5K | 0.43% | 47 |
|
|
2020
Q3 | $1.6M | Sell |
26,764
-508
| -2% | -$30.3K | 0.46% | 45 |
|
|
2020
Q2 | $1.51M | Sell |
27,272
-10,200
| -27% | -$564K | 0.44% | 48 |
|
|
2020
Q1 | $1.81M | Buy |
37,472
+1,406
| +4% | +$68K | 0.66% | 42 |
|
|
2019
Q4 | $1.91M | Buy |
+36,066
| New | +$1.91M | 0.6% | 51 |
|