TCA
Trifecta Capital Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.18M | Buy |
32,842
+8,709
| +36% | +$1.9M | 1.2% | 31 |
|
|
2025
Q1 | $3.37M | Buy |
24,133
+24,031
| +23,560% | +$3.36M | 0.71% | 41 |
|
|
2024
Q4 | $17K | Sell |
102
-1
| -1% | -$167 | ﹤0.01% | 196 |
|
|
2024
Q3 | $17.6K | Hold |
103
| – | – | ﹤0.01% | 199 |
|
|
2024
Q2 | $14.5K | Hold |
103
| – | – | ﹤0.01% | 203 |
|
|
2024
Q1 | $12.9K | Sell |
103
-1,022
| -91% | -$128K | ﹤0.01% | 194 |
|
|
2023
Q4 | $119K | Buy |
1,125
+262
| +30% | +$27.6K | 0.03% | 99 |
|
|
2023
Q3 | $91.4K | Buy |
863
+510
| +144% | +$54K | 0.03% | 106 |
|
|
2023
Q2 | $42K | Sell |
353
-12
| -3% | -$1.43K | 0.01% | 149 |
|
|
2023
Q1 | $33.9K | Sell |
365
-2
| -0.5% | -$186 | 0.01% | 161 |
|
|
2022
Q4 | $30K | Buy |
+367
| New | +$30K | 0.01% | 151 |
|