Stratos Wealth 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 | $2M | Buy |
9,150
+483
| +6% | +$106K | 0.11% | 204 |
|
2025
Q1 | $1.21M | Sell |
8,667
-607
| -7% | -$84.9K | 0.07% | 276 |
|
2024
Q4 | $1.55M | Sell |
9,274
-1,976
| -18% | -$329K | 0.07% | 252 |
|
2024
Q3 | $1.92M | Buy |
11,250
+396
| +4% | +$67.5K | 0.09% | 246 |
|
2024
Q2 | $1.53M | Buy |
10,854
+1,695
| +19% | +$239K | 0.08% | 253 |
|
2024
Q1 | $1.15M | Sell |
9,159
-9,866
| -52% | -$1.24M | 0.07% | 302 |
|
2023
Q4 | $2.01M | Buy |
19,025
+1,078
| +6% | +$114K | 0.12% | 223 |
|
2023
Q3 | $1.9M | Buy |
17,947
+4,339
| +32% | +$460K | 0.13% | 206 |
|
2023
Q2 | $1.62M | Buy |
13,608
+248
| +2% | +$29.5K | 0.11% | 227 |
|
2023
Q1 | $1.24M | Sell |
13,360
-184
| -1% | -$17.1K | 0.1% | 244 |
|
2022
Q4 | $1.11M | Sell |
13,544
-208
| -2% | -$17K | 0.09% | 270 |
|
2022
Q3 | $840K | Sell |
13,752
-422
| -3% | -$25.8K | 0.09% | 269 |
|
2022
Q2 | $990K | Sell |
14,174
-978
| -6% | -$68.3K | 0.09% | 276 |
|
2022
Q1 | $1.25M | Sell |
15,152
-7,431
| -33% | -$615K | 0.1% | 237 |
|
2021
Q4 | $1.97M | Buy |
22,583
+5,778
| +34% | +$504K | 0.14% | 189 |
|
2021
Q3 | $1.46M | Buy |
16,805
+245
| +1% | +$21.3K | 0.13% | 205 |
|
2021
Q2 | $1.29M | Sell |
16,560
-1,832
| -10% | -$143K | 0.11% | 205 |
|
2021
Q1 | $1.29M | Buy |
18,392
+2,575
| +16% | +$181K | 0.14% | 185 |
|
2020
Q4 | $1.02M | Sell |
15,817
-260
| -2% | -$16.8K | 0.14% | 160 |
|
2020
Q3 | $960K | Sell |
16,077
-264
| -2% | -$15.8K | 0.23% | 104 |
|
2020
Q2 | $903K | Buy |
16,341
+6,828
| +72% | +$377K | 0.28% | 87 |
|
2020
Q1 | $460K | Buy |
9,513
+130
| +1% | +$6.29K | 0.33% | 75 |
|
2019
Q4 | $497K | Sell |
9,383
-329
| -3% | -$17.4K | 0.28% | 77 |
|
2019
Q3 | $534K | Sell |
9,712
-45
| -0.5% | -$2.47K | 0.2% | 107 |
|
2019
Q2 | $556K | Buy |
9,757
+702
| +8% | +$40K | 0.22% | 99 |
|
2019
Q1 | $486K | Buy |
9,055
+1,018
| +13% | +$54.6K | 0.26% | 100 |
|
2018
Q4 | $363K | Buy |
+8,037
| New | +$363K | 0.24% | 123 |
|