SMA
Sage Mountain Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Buy |
14,413
+1,043
| +8% | +$228K | 0.21% | 61 |
|
|
2025
Q1 | $1.87M | Sell |
13,370
-343
| -3% | -$48K | 0.14% | 77 |
|
|
2024
Q4 | $2.29M | Sell |
13,713
-176
| -1% | -$29.3K | 0.17% | 69 |
|
|
2024
Q3 | $2.37M | Buy |
13,889
+3,665
| +36% | +$625K | 0.2% | 57 |
|
|
2024
Q2 | $1.44M | Buy |
10,224
+1,587
| +18% | +$224K | 0.13% | 75 |
|
|
2024
Q1 | $1.08M | Buy |
8,637
+355
| +4% | +$44.6K | 0.11% | 93 |
|
|
2023
Q4 | $873K | Buy |
8,282
+165
| +2% | +$17.4K | 0.1% | 92 |
|
|
2023
Q3 | $860K | Buy |
8,117
+2,489
| +44% | +$264K | 0.12% | 77 |
|
|
2023
Q2 | $670K | Buy |
5,628
+491
| +10% | +$58.5K | 0.1% | 93 |
|
|
2023
Q1 | $477K | Buy |
+5,137
| New | +$477K | 0.08% | 103 |
|
|
2022
Q1 | – | Sell |
-3,096
| Closed | -$270K | – | 677 |
|
|
2021
Q4 | $270K | Buy |
3,096
+402
| +15% | +$35.1K | 0.03% | 460 |
|
|
2021
Q3 | $235K | Sell |
2,694
-38
| -1% | -$3.32K | 0.03% | 403 |
|
|
2021
Q2 | $213K | Buy |
+2,732
| New | +$213K | 0.04% | 379 |
|