Strategic Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
4,888
+37
| +0.8% | +$8.09K | 0.21% | 85 |
|
|
2025
Q1 | $678K | Buy |
4,851
+96
| +2% | +$13.4K | 0.13% | 115 |
|
|
2024
Q4 | $792K | Buy |
4,755
+1,012
| +27% | +$169K | 0.14% | 111 |
|
|
2024
Q3 | $638K | Buy |
3,743
+2
| +0.1% | +$341 | 0.12% | 127 |
|
|
2024
Q2 | $528K | Buy |
3,741
+3
| +0.1% | +$424 | 0.1% | 134 |
|
|
2024
Q1 | $470K | Sell |
3,738
-1,160
| -24% | -$146K | 0.09% | 144 |
|
|
2023
Q4 | $516K | Buy |
4,898
+49
| +1% | +$5.17K | 0.1% | 137 |
|
|
2023
Q3 | $514K | Buy |
4,849
+119
| +3% | +$12.6K | 0.1% | 136 |
|
|
2023
Q2 | $563K | Buy |
4,730
+3
| +0.1% | +$357 | 0.11% | 133 |
|
|
2023
Q1 | $439K | Buy |
4,727
+2
| +0% | +$186 | 0.09% | 142 |
|
|
2022
Q4 | $386K | Buy |
4,725
+4
| +0.1% | +$327 | 0.09% | 141 |
|
|
2022
Q3 | $288K | Sell |
4,721
-531
| -10% | -$32.4K | 0.06% | 152 |
|
|
2022
Q2 | $367K | Buy |
5,252
+3
| +0.1% | +$210 | 0.08% | 143 |
|
|
2022
Q1 | $434K | Buy |
5,249
+3
| +0.1% | +$248 | 0.08% | 149 |
|
|
2021
Q4 | $457K | Buy |
5,246
+3
| +0.1% | +$261 | 0.07% | 153 |
|
|
2021
Q3 | $456K | Sell |
5,243
-58
| -1% | -$5.04K | 0.1% | 137 |
|
|
2021
Q2 | $412K | Buy |
5,301
+63
| +1% | +$4.9K | 0.11% | 124 |
|
|
2021
Q1 | $367K | Buy |
5,238
+2
| +0% | +$140 | 0.11% | 119 |
|
|
2020
Q4 | $330K | Sell |
5,236
-167
| -3% | -$10.5K | 0.1% | 123 |
|
|
2020
Q3 | $321K | Buy |
5,403
+3
| +0.1% | +$178 | 0.11% | 120 |
|
|
2020
Q2 | $302K | Sell |
5,400
-296
| -5% | -$16.6K | 0.11% | 115 |
|
|
2020
Q1 | $297K | Sell |
5,696
-3,290
| -37% | -$172K | 0.13% | 116 |
|
|
2019
Q4 | $476K | Sell |
8,986
-429
| -5% | -$22.7K | 0.17% | 112 |
|
|
2019
Q3 | $518K | Sell |
9,415
-90
| -0.9% | -$4.95K | 0.19% | 101 |
|
|
2019
Q2 | $541K | Buy |
9,505
+4
| +0% | +$228 | 0.21% | 90 |
|
|
2019
Q1 | $510K | Buy |
9,501
+4
| +0% | +$215 | 0.2% | 97 |
|
|
2018
Q4 | $429K | Buy |
9,497
+3
| +0% | +$136 | 0.19% | 93 |
|
|
2018
Q3 | $489K | Buy |
9,494
+4
| +0% | +$206 | 0.18% | 102 |
|
|
2018
Q2 | $418K | Buy |
9,490
+4
| +0% | +$176 | 0.17% | 105 |
|
|
2018
Q1 | $434K | Buy |
9,486
+4
| +0% | +$183 | 0.18% | 99 |
|
|
2017
Q4 | $448K | Sell |
9,482
-1,801
| -16% | -$85.1K | 0.18% | 102 |
|
|
2017
Q3 | $546K | Buy |
11,283
+4
| +0% | +$194 | 0.24% | 96 |
|
|
2017
Q2 | $566K | Buy |
11,279
+4
| +0% | +$201 | 0.26% | 88 |
|
|
2017
Q1 | $503K | Sell |
11,275
-997
| -8% | -$44.5K | 0.24% | 89 |
|
|
2016
Q4 | $472K | Buy |
12,272
+4
| +0% | +$154 | 0.25% | 88 |
|
|
2016
Q3 | $482K | Sell |
12,268
-197
| -2% | -$7.74K | 0.27% | 92 |
|
|
2016
Q2 | $510K | Buy |
12,465
+261
| +2% | +$10.7K | 0.29% | 90 |
|
|
2016
Q1 | $499K | Buy |
12,204
+502
| +4% | +$20.5K | 0.28% | 95 |
|
|
2015
Q4 | $427K | Buy |
11,702
+3
| +0% | +$110 | 0.28% | 89 |
|
|
2015
Q3 | $423K | Buy |
11,699
+91
| +0.8% | +$3.29K | 0.29% | 89 |
|
|
2015
Q2 | $468K | Sell |
11,608
-752
| -6% | -$30.3K | 0.3% | 91 |
|
|
2015
Q1 | $501K | Buy |
12,360
+386
| +3% | +$15.6K | 0.32% | 93 |
|
|
2014
Q4 | $538K | Sell |
11,974
-386
| -3% | -$17.3K | 0.35% | 95 |
|
|
2014
Q3 | $473K | Hold |
12,360
| – | – | 0.31% | 94 |
|
|
2014
Q2 | $501K | Buy |
12,360
+75
| +0.6% | +$3.04K | 0.32% | 93 |
|
|
2014
Q1 | $503K | Buy |
12,285
+564
| +5% | +$23.1K | 0.34% | 90 |
|
|
2013
Q4 | $448K | Sell |
11,721
-300
| -2% | -$11.5K | 0.3% | 96 |
|
|
2013
Q3 | $399K | Sell |
12,021
-368
| -3% | -$12.2K | 0.33% | 89 |
|
|
2013
Q2 | $373K | Buy |
+12,389
| New | +$373K | 0.33% | 86 |
|