Trivest 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 | $151M | Buy |
690,000
+650,000
| +1,625% | +$142M | 5.86% | 6 |
|
|
2025
Q1 | $5.59M | Buy |
+40,000
| New | +$5.59M | 0.47% | 15 |
|
|
2024
Q4 | – | Sell |
-60,000
| Closed | -$10.2M | – | 52 |
|
|
2024
Q3 | $10.2M | Buy |
+60,000
| New | +$10.2M | 0.58% | 21 |
|
|
2023
Q4 | – | Sell |
-50,000
| Closed | -$5.3M | – | 35 |
|
|
2023
Q3 | $5.3M | Sell |
50,000
-1,208,600
| -96% | -$128M | 0.39% | 14 |
|
|
2023
Q2 | $150M | Buy |
1,258,600
+1,238,600
| +6,193% | +$148M | 5.16% | 8 |
|
|
2023
Q1 | $1.86M | Hold |
20,000
| – | – | 0.14% | 15 |
|
|
2022
Q4 | $1.64M | Sell |
20,000
-20,000
| -50% | -$1.64M | 0.2% | 11 |
|
|
2022
Q3 | $2.44M | Buy |
+40,000
| New | +$2.44M | 0.84% | 11 |
|