SBIA
Sheaff Brock Investment Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $15.4M | Buy |
110,102
+2,056
| +2% | +$287K | 1.41% | 9 |
|
|
2024
Q4 | $18M | Sell |
108,046
-11,556
| -10% | -$1.93M | 1.57% | 7 |
|
|
2024
Q3 | $20.4M | Sell |
119,602
-2,003
| -2% | -$341K | 1.78% | 5 |
|
|
2024
Q2 | $17.2M | Buy |
121,605
+316
| +0.3% | +$44.6K | 1.59% | 7 |
|
|
2024
Q1 | $15.2M | Sell |
121,289
-1,116
| -0.9% | -$140K | 0.96% | 11 |
|
|
2023
Q4 | $12.9M | Sell |
122,405
-3,411
| -3% | -$360K | 1% | 10 |
|
|
2023
Q3 | $13.3M | Sell |
125,816
-3,054
| -2% | -$323K | 1.21% | 10 |
|
|
2023
Q2 | $15.3M | Sell |
128,870
-4,978
| -4% | -$593K | 1.29% | 8 |
|
|
2023
Q1 | $12.4M | Buy |
133,848
+4,509
| +3% | +$419K | 1.14% | 11 |
|
|
2022
Q4 | $10.6M | Buy |
129,339
+509
| +0.4% | +$41.6K | 1.04% | 15 |
|
|
2022
Q3 | $7.87M | Sell |
128,830
-826
| -0.6% | -$50.4K | 0.85% | 19 |
|
|
2022
Q2 | $9.06M | Buy |
129,656
+44
| +0% | +$3.07K | 0.76% | 17 |
|
|
2022
Q1 | $10.7M | Buy |
129,612
+74,911
| +137% | +$6.2M | 0.75% | 17 |
|
|
2021
Q4 | $4.77M | Buy |
54,701
+2,201
| +4% | +$192K | 0.32% | 57 |
|
|
2021
Q3 | $4.58M | Sell |
52,500
-146
| -0.3% | -$12.7K | 0.34% | 56 |
|
|
2021
Q2 | $4.1M | Sell |
52,646
-944
| -2% | -$73.5K | 0.29% | 62 |
|
|
2021
Q1 | $3.76M | Sell |
53,590
-7,055
| -12% | -$495K | 0.3% | 63 |
|
|
2020
Q4 | $3.92M | Sell |
60,645
-977
| -2% | -$63.2K | 0.33% | 58 |
|
|
2020
Q3 | $3.68M | Sell |
61,622
-1,227
| -2% | -$73.3K | 0.34% | 56 |
|
|
2020
Q2 | $3.47M | Buy |
62,849
+10,337
| +20% | +$571K | 0.34% | 58 |
|
|
2020
Q1 | $2.54M | Sell |
52,512
-1,186
| -2% | -$57.3K | 0.34% | 60 |
|
|
2019
Q4 | $2.85M | Buy |
53,698
+533
| +1% | +$28.2K | 0.28% | 66 |
|
|
2019
Q3 | $2.93M | Sell |
53,165
-146
| -0.3% | -$8.04K | 0.32% | 58 |
|
|
2019
Q2 | $3.04M | Sell |
53,311
-350
| -0.7% | -$19.9K | 0.33% | 58 |
|
|
2019
Q1 | $2.88M | Sell |
53,661
-773
| -1% | -$41.5K | 0.35% | 65 |
|
|
2018
Q4 | $2.46M | Sell |
54,434
-1,917
| -3% | -$86.6K | 0.39% | 64 |
|
|
2018
Q3 | $2.91M | Sell |
56,351
-1,257
| -2% | -$64.8K | 0.27% | 67 |
|
|
2018
Q2 | $2.54M | Sell |
57,608
-339
| -0.6% | -$14.9K | 0.25% | 68 |
|
|
2018
Q1 | $2.65M | Sell |
57,947
-354
| -0.6% | -$16.2K | 0.27% | 66 |
|
|
2017
Q4 | $2.76M | Sell |
58,301
-1,545
| -3% | -$73K | 0.36% | 63 |
|
|
2017
Q3 | $2.89M | Buy |
59,846
+1,164
| +2% | +$56.3K | 0.38% | 63 |
|
|
2017
Q2 | $2.94M | Sell |
58,682
-415
| -0.7% | -$20.8K | 0.39% | 59 |
|
|
2017
Q1 | $2.64M | Sell |
59,097
-15,391
| -21% | -$687K | 0.34% | 64 |
|
|
2016
Q4 | $2.86M | Buy |
74,488
+662
| +0.9% | +$25.5K | 0.36% | 65 |
|
|
2016
Q3 | $2.9M | Sell |
73,826
-2,296
| -3% | -$90.2K | 0.39% | 58 |
|
|
2016
Q2 | $3.12M | Sell |
76,122
-4,170
| -5% | -$171K | 0.4% | 57 |
|
|
2016
Q1 | $3.29M | Sell |
80,292
-560
| -0.7% | -$22.9K | 0.4% | 52 |
|
|
2015
Q4 | $2.95M | Buy |
+80,852
| New | +$2.95M | 0.33% | 62 |
|