SIA
Schechter Investment Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.15M | Sell |
29,672
-2,932
| -9% | -$410K | 0.34% | 61 |
|
|
2024
Q4 | $5.43M | Buy |
32,604
+293
| +0.9% | +$48.8K | 0.42% | 49 |
|
|
2024
Q3 | $5.51M | Buy |
32,311
+8,116
| +34% | +$1.38M | 0.41% | 48 |
|
|
2024
Q2 | $3.42M | Buy |
24,195
+1,641
| +7% | +$232K | 0.26% | 69 |
|
|
2024
Q1 | $2.83M | Buy |
22,554
+2,707
| +14% | +$340K | 0.21% | 88 |
|
|
2023
Q4 | $2.09M | Buy |
19,847
+3,201
| +19% | +$337K | 0.18% | 110 |
|
|
2023
Q3 | $1.76M | Sell |
16,646
-168
| -1% | -$17.8K | 0.17% | 121 |
|
|
2023
Q2 | $2M | Buy |
16,814
+168
| +1% | +$20K | 0.18% | 108 |
|
|
2023
Q1 | $1.55M | Buy |
16,646
+345
| +2% | +$32.1K | 0.14% | 167 |
|
|
2022
Q4 | $1.33M | Buy |
16,301
+2,961
| +22% | +$242K | 0.12% | 209 |
|
|
2022
Q3 | $815K | Buy |
13,340
+1,451
| +12% | +$88.6K | 0.08% | 350 |
|
|
2022
Q2 | $831K | Sell |
11,889
-8,749
| -42% | -$612K | 0.08% | 349 |
|
|
2022
Q1 | $1.71M | Sell |
20,638
-3,220
| -13% | -$266K | 0.16% | 138 |
|
|
2021
Q4 | $2.08M | Buy |
+23,858
| New | +$2.08M | 0.19% | 110 |
|