SAG
SageView Advisory Group’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.76M | Buy |
19,222
+3,939
| +26% | +$976K | 0.18% | 62 |
|
|
2025
Q1 | $2.14M | Buy |
15,283
+585
| +4% | +$81.8K | 0.09% | 118 |
|
|
2024
Q4 | $2.45M | Buy |
14,698
+4,365
| +42% | +$727K | 0.11% | 108 |
|
|
2024
Q3 | $1.76M | Sell |
10,333
-1,113
| -10% | -$190K | 0.09% | 126 |
|
|
2024
Q2 | $1.62M | Buy |
+11,446
| New | +$1.62M | 0.08% | 149 |
|
|
2024
Q1 | – | Sell |
-12,812
| Closed | -$1.46M | – | 726 |
|
|
2023
Q4 | $1.46M | Buy |
12,812
+1,975
| +18% | +$225K | 0.06% | 197 |
|
|
2023
Q3 | $1.15M | Buy |
10,837
+5,106
| +89% | +$541K | 0.07% | 187 |
|
|
2023
Q2 | $682K | Buy |
5,731
+1,518
| +36% | +$181K | 0.04% | 290 |
|
|
2023
Q1 | $391K | Sell |
4,213
-705
| -14% | -$65.5K | 0.03% | 346 |
|
|
2022
Q4 | $402K | Buy |
+4,918
| New | +$402K | 0.03% | 272 |
|