SIA
Soltis Investment Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.2M | Buy |
32,937
+1,515
| +5% | +$331K | 0.57% | 38 |
|
|
2025
Q1 | $4.39M | Sell |
31,422
-921
| -3% | -$129K | 0.39% | 72 |
|
|
2024
Q4 | $5.39M | Buy |
32,343
+4,294
| +15% | +$716K | 0.5% | 56 |
|
|
2024
Q3 | $4.78M | Buy |
28,049
+8,983
| +47% | +$1.53M | 0.47% | 64 |
|
|
2024
Q2 | $2.69M | Sell |
19,066
-37,689
| -66% | -$5.32M | 0.28% | 95 |
|
|
2024
Q1 | $7.13M | Buy |
56,755
+38,863
| +217% | +$4.88M | 0.8% | 31 |
|
|
2023
Q4 | $1.89M | Sell |
17,892
-833
| -4% | -$87.8K | 0.21% | 117 |
|
|
2023
Q3 | $1.98M | Sell |
18,725
-238
| -1% | -$25.2K | 0.26% | 101 |
|
|
2023
Q2 | $2.26M | Sell |
18,963
-38,684
| -67% | -$4.61M | 0.26% | 100 |
|
|
2023
Q1 | $5.36M | Buy |
57,647
+1,055
| +2% | +$98K | 0.68% | 34 |
|
|
2022
Q4 | $4.63M | Buy |
56,592
+36,009
| +175% | +$2.94M | 0.61% | 44 |
|
|
2022
Q3 | $1.26M | Buy |
20,583
+4,491
| +28% | +$274K | 0.19% | 114 |
|
|
2022
Q2 | $1.12M | Buy |
16,092
+289
| +2% | +$20.2K | 0.16% | 117 |
|
|
2022
Q1 | $1.31M | Buy |
15,803
+10,219
| +183% | +$845K | 0.18% | 112 |
|
|
2021
Q4 | $487K | Sell |
5,584
-512
| -8% | -$44.7K | 0.07% | 170 |
|
|
2021
Q3 | $531K | Buy |
6,096
+53
| +0.9% | +$4.62K | 0.08% | 162 |
|
|
2021
Q2 | $470K | Sell |
6,043
-3,486
| -37% | -$271K | 0.07% | 170 |
|
|
2021
Q1 | $669K | Sell |
9,529
-187
| -2% | -$13.1K | 0.12% | 126 |
|
|
2020
Q4 | $629K | Buy |
9,716
+2,479
| +34% | +$160K | 0.12% | 126 |
|
|
2020
Q3 | $432K | Buy |
7,237
+253
| +4% | +$15.1K | 0.1% | 131 |
|
|
2020
Q2 | $386K | Sell |
6,984
-305
| -4% | -$16.9K | 0.1% | 135 |
|
|
2020
Q1 | $352K | Buy |
7,289
+176
| +2% | +$8.5K | 0.11% | 105 |
|
|
2019
Q4 | $377K | Buy |
+7,113
| New | +$377K | 0.07% | 107 |
|