Strategic Investment 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 | $656K | Sell |
3,001
-3,924
| -57% | -$858K | 0.06% | 132 |
|
|
2025
Q1 | $968K | Sell |
6,925
-1,235
| -15% | -$173K | 0.1% | 110 |
|
|
2024
Q4 | $1.36M | Sell |
8,160
-179
| -2% | -$29.8K | 0.14% | 83 |
|
|
2024
Q3 | $1.42M | Sell |
8,339
-157
| -2% | -$26.8K | 0.16% | 86 |
|
|
2024
Q2 | $1.2M | Sell |
8,496
-662
| -7% | -$93.5K | 0.15% | 94 |
|
|
2024
Q1 | $1.15M | Sell |
9,158
-515
| -5% | -$64.7K | 0.15% | 95 |
|
|
2023
Q4 | $1.02M | Sell |
9,673
-413
| -4% | -$43.5K | 0.15% | 96 |
|
|
2023
Q3 | $1.07M | Sell |
10,086
-132
| -1% | -$14K | 0.18% | 85 |
|
|
2023
Q2 | $1.22M | Buy |
10,218
+2,360
| +30% | +$281K | 0.17% | 64 |
|
|
2023
Q1 | $730K | Buy |
7,858
+5,112
| +186% | +$475K | 0.13% | 122 |
|
|
2022
Q4 | $224K | Sell |
2,746
-7,384
| -73% | -$604K | 0.05% | 213 |
|
|
2022
Q3 | $618K | Buy |
10,130
+84
| +0.8% | +$5.13K | 0.14% | 113 |
|
|
2022
Q2 | $702K | Buy |
10,046
+162
| +2% | +$11.3K | 0.14% | 117 |
|
|
2022
Q1 | $818K | Sell |
9,884
-11,268
| -53% | -$933K | 0.15% | 114 |
|
|
2021
Q4 | $1.85M | Buy |
21,152
+646
| +3% | +$56.3K | 0.36% | 53 |
|
|
2021
Q3 | $1.79M | Buy |
20,506
+1,749
| +9% | +$152K | 0.39% | 50 |
|
|
2021
Q2 | $1.46M | Buy |
+18,757
| New | +$1.46M | 0.33% | 66 |
|