Roberts Capital 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 | $2.06M | Hold |
9,428
| – | – | 1.53% | 15 |
|
|
2025
Q1 | $1.32M | Hold |
9,428
| – | – | 1.16% | 19 |
|
|
2024
Q4 | $1.57M | Hold |
9,428
| – | – | 1.32% | 16 |
|
|
2024
Q3 | $1.61M | Hold |
9,428
| – | – | 1.37% | 15 |
|
|
2024
Q2 | $1.18M | Hold |
9,428
| – | – | 1.14% | 18 |
|
|
2024
Q1 | $1.18M | Buy |
+9,428
| New | +$1.18M | 1.14% | 18 |
|
|
2022
Q3 | $617K | Hold |
10,107
| – | – | 0.89% | 29 |
|
|
2022
Q2 | $706K | Hold |
10,107
| – | – | 0.97% | 30 |
|
|
2022
Q1 | $836K | Hold |
10,107
| – | – | 0.86% | 30 |
|
|
2021
Q4 | $881K | Buy |
+10,107
| New | +$881K | 0.82% | 39 |
|