Resonant Capital Advisors’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.6M Sell
2025
Q1
$4.1M Sell
2024
Q4
$4.93M Sell
2024
Q3
$5.06M Buy
2024
Q2
$4.14M Buy
2024
Q1
$3.54M Buy
2023
Q4
$2.53M Buy
2023
Q3
$2.41M Buy
2023
Q2
$2.69M Sell
2023
Q1
$3.65M Buy
2022
Q4
$3.16M Buy
2022
Q3
$2.33M Sell
2022
Q2
$2.68M Buy
2022
Q1
$3.11M Buy
2021
Q4
$3.21M Buy
2021
Q3
$2.94M Buy
2021
Q2
$2.41M Sell
2021
Q1
$2.18M Buy
2020
Q4
$1.82M Buy
2020
Q3
$1.6M Sell
2020
Q2
$1.51M Sell
2020
Q1
$1.81M Buy
2019
Q4
$1.91M Buy