SWA
SOA Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
8,230
+74
| +0.9% | +$16.2K | 0.34% | 54 |
|
|
2025
Q1 | $1.14M | Sell |
8,156
-21,559
| -73% | -$3.01M | 0.24% | 67 |
|
|
2024
Q4 | $4.95M | Sell |
29,715
-1,729
| -5% | -$288K | 0.91% | 25 |
|
|
2024
Q3 | $5.36M | Buy |
31,444
+11
| +0% | +$1.87K | 1.02% | 23 |
|
|
2024
Q2 | $4.44M | Buy |
31,433
+841
| +3% | +$119K | 0.89% | 23 |
|
|
2024
Q1 | $3.84M | Buy |
30,592
+331
| +1% | +$41.6K | 0.8% | 29 |
|
|
2023
Q4 | $3.19M | Sell |
30,261
-133
| -0.4% | -$14K | 0.71% | 33 |
|
|
2023
Q3 | $3.22M | Buy |
30,394
+125
| +0.4% | +$13.2K | 0.8% | 28 |
|
|
2023
Q2 | $3.6M | Buy |
30,269
+12
| +0% | +$1.43K | 0.84% | 27 |
|
|
2023
Q1 | $2.81M | Buy |
30,257
+279
| +0.9% | +$25.9K | 0.69% | 34 |
|
|
2022
Q4 | $2.45M | Buy |
29,978
+74
| +0.2% | +$6.05K | 0.66% | 35 |
|
|
2022
Q3 | $1.83M | Buy |
29,904
+721
| +2% | +$44K | 0.55% | 42 |
|
|
2022
Q2 | $2.04M | Buy |
29,183
+267
| +0.9% | +$18.7K | 0.6% | 43 |
|
|
2022
Q1 | $2.39M | Sell |
28,916
-212
| -0.7% | -$17.5K | 0.58% | 45 |
|
|
2021
Q4 | $2.56M | Buy |
29,128
+932
| +3% | +$82K | 0.62% | 43 |
|
|
2021
Q3 | $2.46M | Buy |
28,196
+1,568
| +6% | +$137K | 0.63% | 43 |
|
|
2021
Q2 | $2.07M | Buy |
26,628
+4,111
| +18% | +$320K | 0.53% | 47 |
|
|
2021
Q1 | $1.58M | Buy |
22,517
+1,427
| +7% | +$100K | 0.44% | 54 |
|
|
2020
Q4 | $1.33M | Buy |
+21,090
| New | +$1.33M | 0.36% | 55 |
|