Sheaff Brock Investment Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $15.4M | Buy |
110,102
+2,056
| +2% | +$335K | 1.41% | 9 |
|
|
2024
Q4 | $18M | Sell |
108,046
-11,556
| -10% | -$2.05M | 1.57% | 7 |
|
|
2024
Q3 | $20.4M | Sell |
119,602
-2,003
| -2% | -$290K | 1.78% | 5 |
|
|
2024
Q2 | $17.2M | Buy |
121,605
+316
| +0.3% | +$39.2K | 1.59% | 7 |
|
|
2024
Q1 | $15.2M | Sell |
121,289
-1,116
| -0.9% | -$128K | 0.96% | 12 |
|
|
2023
Q4 | $12.9M | Sell |
122,405
-3,411
| -3% | -$372K | 1% | 11 |
|
|
2023
Q3 | $13.3M | Sell |
125,816
-3,054
| -2% | -$354K | 1.21% | 11 |
|
|
2023
Q2 | $15.3M | Sell |
128,870
-4,978
| -4% | -$515K | 1.29% | 9 |
|
|
2023
Q1 | $12.4M | Buy |
133,848
+4,509
| +3% | +$395K | 1.14% | 12 |
|
|
2022
Q4 | $10.6M | Buy |
129,339
+509
| +0.4% | +$38.7K | 1.04% | 16 |
|
|
2022
Q3 | $7.87M | Sell |
128,830
-826
| -0.6% | -$60.5K | 0.85% | 20 |
|
|
2022
Q2 | $9.06M | Buy |
129,656
+44
| +0% | +$3.22K | 0.76% | 18 |
|
|
2022
Q1 | $10.7M | Buy |
129,612
+74,911
| +137% | +$6.07M | 0.75% | 18 |
|
|
2021
Q4 | $4.77M | Buy |
54,701
+2,201
| +4% | +$207K | 0.32% | 58 |
|
|
2021
Q3 | $4.58M | Sell |
52,500
-146
| -0.3% | -$12.9K | 0.34% | 57 |
|
|
2021
Q2 | $4.1M | Sell |
52,646
-944
| -2% | -$73.9K | 0.29% | 63 |
|
|
2021
Q1 | $3.76M | Sell |
53,590
-7,055
| -12% | -$457K | 0.3% | 64 |
|
|
2020
Q4 | $3.92M | Sell |
60,645
-977
| -2% | -$58.2K | 0.33% | 59 |
|
|
2020
Q3 | $3.68M | Sell |
61,622
-1,227
| -2% | -$69.7K | 0.34% | 57 |
|
|
2020
Q2 | $3.47M | Buy |
62,849
+10,337
| +20% | +$548K | 0.34% | 59 |
|
|
2020
Q1 | $2.54M | Sell |
52,512
-1,186
| -2% | -$61.2K | 0.34% | 61 |
|
|
2019
Q4 | $2.85M | Buy |
53,698
+533
| +1% | +$29.3K | 0.28% | 67 |
|
|
2019
Q3 | $2.93M | Sell |
53,165
-146
| -0.3% | -$8.06K | 0.32% | 59 |
|
|
2019
Q2 | $3.04M | Sell |
53,311
-350
| -0.7% | -$18.9K | 0.33% | 59 |
|
|
2019
Q1 | $2.88M | Sell |
53,661
-773
| -1% | -$39.4K | 0.35% | 66 |
|
|
2018
Q4 | $2.46M | Sell |
54,434
-1,917
| -3% | -$91.9K | 0.39% | 64 |
|
|
2018
Q3 | $2.9M | Sell |
56,351
-1,257
| -2% | -$61.1K | 0.27% | 69 |
|
|
2018
Q2 | $2.54M | Sell |
57,608
-339
| -0.6% | -$15.6K | 0.25% | 71 |
|
|
2018
Q1 | $2.65M | Sell |
57,947
-354
| -0.6% | -$17.6K | 0.27% | 68 |
|
|
2017
Q4 | $2.76M | Sell |
58,301
-1,545
| -3% | -$75.8K | 0.36% | 63 |
|
|
2017
Q3 | $2.89M | Buy |
59,846
+1,164
| +2% | +$57.9K | 0.38% | 63 |
|
|
2017
Q2 | $2.94M | Sell |
58,682
-415
| -0.7% | -$18.9K | 0.39% | 59 |
|
|
2017
Q1 | $2.64M | Sell |
59,097
-15,391
| -21% | -$641K | 0.34% | 64 |
|
|
2016
Q4 | $2.86M | Buy |
74,488
+662
| +0.9% | +$25.9K | 0.36% | 65 |
|
|
2016
Q3 | $2.9M | Sell |
73,826
-2,296
| -3% | -$93.5K | 0.39% | 58 |
|
|
2016
Q2 | $3.12M | Sell |
76,122
-4,170
| -5% | -$167K | 0.4% | 57 |
|
|
2016
Q1 | $3.29M | Sell |
80,292
-560
| -0.7% | -$20.7K | 0.4% | 52 |
|
|
2015
Q4 | $2.95M | Buy |
+80,852
| New | +$3.09M | 0.33% | 62 |
|
Other funds holding ORCL
Sheaff Brock Investment Advisors's ORCL Position: Q1 2025 in Review
Sheaff Brock Investment Advisors increased its Oracle (ORCL) stake by 1.9% in Q1 2025, buying an estimated $335K and bringing the position to 110,102 shares worth $15.4M. The position accounts for 1.41% of the portfolio, ranked #9.
Sheaff Brock Investment Advisors first reported a position in ORCL in Q4 2015 and has held it in 38 quarters since. The position peaked at $20.4M in Q3 2024. 3,245 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.
- Sheaff Brock Investment Advisors held 110,102 shares of Oracle worth $15.4M as of Q1 2025.
- Sheaff Brock Investment Advisors bought 2,056 Oracle shares in Q1 2025, an estimated $335K.
- Oracle made up 1.41% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #9 holding.
- Sheaff Brock Investment Advisors first reported a position in Oracle in Q4 2015 and has held it in 38 quarters since.
- Sheaff Brock Investment Advisors's Oracle position peaked at $20.4M in Q3 2024.
- 3,245 funds tracked by Wall St. Rank held Oracle as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.