TCBWMS
Texas Capital Bank Wealth Management Services’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Sell |
59,028
-3,190
| -5% | -$697K | 1.21% | 13 |
|
|
2025
Q1 | $8.7M | Sell |
62,218
-5,285
| -8% | -$739K | 0.88% | 23 |
|
|
2024
Q4 | $11.2M | Sell |
67,503
-1,690
| -2% | -$282K | 1.15% | 14 |
|
|
2024
Q3 | $11.8M | Buy |
69,193
+1,742
| +3% | +$297K | 1.16% | 12 |
|
|
2024
Q2 | $9.52M | Buy |
67,451
+1,359
| +2% | +$192K | 0.99% | 19 |
|
|
2024
Q1 | $8.3M | Buy |
66,092
+7,413
| +13% | +$931K | 0.91% | 24 |
|
|
2023
Q4 | $6.19M | Buy |
58,679
+56,097
| +2,173% | +$5.91M | 0.73% | 39 |
|
|
2023
Q3 | $273K | Buy |
2,582
+23
| +0.9% | +$2.44K | 0.03% | 158 |
|
|
2023
Q2 | $305K | Buy |
+2,559
| New | +$305K | 0.03% | 161 |
|
|
2020
Q3 | – | Sell |
-5,298
| Closed | -$293K | – | 160 |
|
|
2020
Q2 | $293K | Buy |
5,298
+562
| +12% | +$31.1K | 0.07% | 91 |
|
|
2020
Q1 | $229K | Sell |
4,736
-5,399
| -53% | -$261K | 0.07% | 97 |
|
|
2019
Q4 | $537K | Buy |
+10,135
| New | +$537K | 0.12% | 80 |
|