SGCA
Steel Grove Capital Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $649K | Hold |
2,969
| – | – | 0.08% | 114 |
|
|
2025
Q1 | $415K | Sell |
2,969
-39
| -1% | -$5.45K | 0.06% | 119 |
|
|
2024
Q4 | $501K | Buy |
3,008
+39
| +1% | +$6.5K | 0.07% | 112 |
|
|
2024
Q3 | $501K | Buy |
2,969
+139
| +5% | +$23.5K | 0.07% | 117 |
|
|
2024
Q2 | $400K | Buy |
2,830
+68
| +2% | +$9.6K | 0.06% | 128 |
|
|
2024
Q1 | $347K | Buy |
+2,762
| New | +$347K | 0.05% | 151 |
|
|
2019
Q1 | – | Sell |
-5,229
| Closed | -$236K | – | 230 |
|
|
2018
Q4 | $236K | Buy |
5,229
+281
| +6% | +$12.7K | 0.03% | 279 |
|
|
2018
Q3 | $255K | Buy |
4,948
+96
| +2% | +$4.95K | 0.04% | 272 |
|
|
2018
Q2 | $214K | Hold |
4,852
| – | – | 0.03% | 286 |
|
|
2018
Q1 | $222K | Sell |
4,852
-1,000
| -17% | -$45.8K | 0.03% | 281 |
|
|
2017
Q4 | $277K | Buy |
5,852
+650
| +12% | +$30.8K | 0.04% | 246 |
|
|
2017
Q3 | $252K | Sell |
5,202
-207
| -4% | -$10K | 0.05% | 245 |
|
|
2017
Q2 | $271K | Sell |
5,409
-780
| -13% | -$39.1K | 0.05% | 234 |
|
|
2017
Q1 | $276K | Buy |
+6,189
| New | +$276K | 0.05% | 234 |
|