SWM
SeaCrest Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Sell |
12,992
-179
| -1% | -$39.1K | 0.31% | 63 |
|
|
2025
Q1 | $1.84M | Sell |
13,171
-1,092
| -8% | -$153K | 0.21% | 84 |
|
|
2024
Q4 | $2.38M | Sell |
14,263
-855
| -6% | -$142K | 0.25% | 67 |
|
|
2024
Q3 | $2.58M | Sell |
15,118
-495
| -3% | -$84.3K | 0.28% | 60 |
|
|
2024
Q2 | $2.2M | Buy |
15,613
+514
| +3% | +$72.6K | 0.25% | 70 |
|
|
2024
Q1 | $1.9M | Sell |
15,099
-735
| -5% | -$92.3K | 0.23% | 81 |
|
|
2023
Q4 | $1.63M | Sell |
15,834
-3,338
| -17% | -$343K | 0.2% | 102 |
|
|
2023
Q3 | $2.03M | Sell |
19,172
-514
| -3% | -$54.4K | 0.26% | 72 |
|
|
2023
Q2 | $2.34M | Buy |
19,686
+3,041
| +18% | +$362K | 0.3% | 61 |
|
|
2023
Q1 | $1.55M | Buy |
16,645
+3,156
| +23% | +$293K | 0.21% | 96 |
|
|
2022
Q4 | $1.1M | Buy |
13,489
+307
| +2% | +$25.1K | 0.16% | 148 |
|
|
2022
Q3 | $805K | Sell |
13,182
-7,047
| -35% | -$430K | 0.12% | 186 |
|
|
2022
Q2 | $1.41M | Buy |
20,229
+1,818
| +10% | +$127K | 0.18% | 108 |
|
|
2022
Q1 | $1.52M | Sell |
18,411
-694
| -4% | -$57.4K | 0.17% | 120 |
|
|
2021
Q4 | $1.67M | Sell |
19,105
-224
| -1% | -$19.5K | 0.18% | 106 |
|
|
2021
Q3 | $1.68M | Sell |
19,329
-189
| -1% | -$16.5K | 0.2% | 100 |
|
|
2021
Q2 | $1.52M | Sell |
19,518
-774
| -4% | -$60.2K | 0.18% | 111 |
|
|
2021
Q1 | $1.42M | Sell |
20,292
-428
| -2% | -$30K | 0.19% | 109 |
|
|
2020
Q4 | $1.34M | Sell |
20,720
-441
| -2% | -$28.5K | 0.19% | 115 |
|
|
2020
Q3 | $1.26M | Buy |
21,161
+532
| +3% | +$31.8K | 0.2% | 107 |
|
|
2020
Q2 | $1.14M | Sell |
20,629
-723
| -3% | -$40K | 0.2% | 108 |
|
|
2020
Q1 | $1.03M | Buy |
21,352
+7,084
| +50% | +$342K | 0.22% | 98 |
|
|
2019
Q4 | $756K | Buy |
14,268
+203
| +1% | +$10.8K | 0.13% | 185 |
|
|
2019
Q3 | $774K | Sell |
14,065
-158
| -1% | -$8.7K | 0.14% | 176 |
|
|
2019
Q2 | $810K | Sell |
14,223
-2,177
| -13% | -$124K | 0.16% | 147 |
|
|
2019
Q1 | $881K | Sell |
16,400
-4,426
| -21% | -$238K | 0.15% | 141 |
|
|
2018
Q4 | $940K | Buy |
20,826
+2,999
| +17% | +$135K | 0.19% | 105 |
|
|
2018
Q3 | $919K | Sell |
17,827
-1,097
| -6% | -$56.6K | 0.16% | 128 |
|
|
2018
Q2 | $834K | Buy |
18,924
+2,584
| +16% | +$114K | 0.15% | 136 |
|
|
2018
Q1 | $748K | Buy |
16,340
+990
| +6% | +$45.3K | 0.14% | 147 |
|
|
2017
Q4 | $726K | Buy |
+15,350
| New | +$726K | 0.13% | 152 |
|