Riverpoint Wealth Management Holdings’s Oracle ORCL Stock Holding History

Riverpoint Wealth Management Holdings’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$612K	Buy	2,800 +10	+0.4%	+$2.19K	0.14%	40
2025 Q1	$390K	Buy	2,790 +6	+0.2%	+$839	0.1%	46
2024 Q4	$464K	Buy	2,784 +6	+0.2%	+$1K	0.12%	42
2024 Q3	$473K	Buy	2,778 +8	+0.3%	+$1.36K	0.12%	41
2024 Q2	$391K	Buy	2,770 +10	+0.4%	+$1.41K	0.11%	42
2024 Q1	$347K	Buy	2,760 +9	+0.3%	+$1.13K	0.1%	42
2023 Q4	$290K	Buy	2,751 +11	+0.4%	+$1.16K	0.09%	42
2023 Q3	$290K	Buy	2,740 +10	+0.4%	+$1.06K	0.1%	43
2023 Q2	$325K	Buy	2,730 +11	+0.4%	+$1.31K	0.1%	41
2023 Q1	$253K	Buy	2,719 +10	+0.4%	+$929	0.09%	45
2022 Q4	$221K	Sell	2,709 -2,796	-51%	-$229K	0.08%	46
2022 Q3	$336K	Buy	5,505 +11	+0.2%	+$671	0.14%	35
2022 Q2	$384K	Buy	5,494 +11	+0.2%	+$769	0.15%	35
2022 Q1	$454K	Buy	5,483 +9	+0.2%	+$745	0.16%	35
2021 Q4	$477K	Sell	5,474 -6	-0.1%	-$523	0.16%	34
2021 Q3	$477K	Buy	5,480 +6	+0.1%	+$522	0.17%	40
2021 Q2	$426K	Buy	5,474 +22	+0.4%	+$1.71K	0.12%	64
2021 Q1	$383K	Buy	5,452 +9	+0.2%	+$632	0.12%	62
2020 Q4	$352K	Buy	5,443 +11	+0.2%	+$711	0.11%	65
2020 Q3	$324K	Buy	5,432 +11	+0.2%	+$656	0.12%	62
2020 Q2	$300K	Sell	5,421 -2,488	-31%	-$138K	0.12%	60
2020 Q1	$382K	Sell	7,909 -201	-2%	-$9.71K	0.19%	45
2019 Q4	$430K	Buy	8,110 +986	+14%	+$52.3K	0.17%	51
2019 Q3	$392K	Buy	7,124 +17	+0.2%	+$935	0.17%	45
2019 Q2	$405K	Buy	7,107 +18	+0.3%	+$1.03K	0.18%	43
2019 Q1	$381K	Sell	7,089 -1,233	-15%	-$66.3K	0.18%	41
2018 Q4	$377K	Buy	8,322 +150	+2%	+$6.8K	0.21%	40
2018 Q3	$421K	Buy	8,172 +167	+2%	+$8.6K	0.21%	35
2018 Q2	$353K	Buy	8,005 +162	+2%	+$7.14K	0.2%	38
2018 Q1	$359K	Buy	7,843 +527	+7%	+$24.1K	0.22%	32
2017 Q4	$348K	Buy	7,316 +146	+2%	+$6.95K	0.22%	33
2017 Q3	$348K	Buy	7,170 +137	+2%	+$6.65K	0.23%	33
2017 Q2	$349K	Buy	7,033 +17	+0.2%	+$844	0.25%	28
2017 Q1	$314K	Buy	7,016 +1,608	+30%	+$72K	0.24%	27
2016 Q4	$216K	Buy	+5,408	New	+$216K	0.18%	38