Valeo Financial Advisors’s Oracle ORCL Stock Holding History

Valeo Financial Advisors’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$20.8M	Buy	95,299 +4,512	+5%	+$986K	0.51%	30
2025 Q1	$12.7M	Buy	90,787 +7,416	+9%	+$1.04M	0.35%	36
2024 Q4	$13.9M	Buy	83,371 +2,382	+3%	+$397K	0.39%	33
2024 Q3	$13.8M	Sell	80,989 -27	-0%	-$4.6K	0.39%	33
2024 Q2	$11.4M	Buy	81,016 +1,566	+2%	+$221K	0.36%	36
2024 Q1	$9.16M	Buy	79,450 +2,344	+3%	+$270K	0.33%	40
2023 Q4	$8.13M	Buy	77,106 +161	+0.2%	+$17K	0.33%	39
2023 Q3	$8.15M	Buy	76,945 +124	+0.2%	+$13.1K	0.37%	36
2023 Q2	$9.15M	Sell	76,821 -5,840	-7%	-$695K	0.42%	28
2023 Q1	$7.68M	Buy	82,661 +1,708	+2%	+$159K	0.37%	37
2022 Q4	$6.62M	Buy	80,953 +717	+0.9%	+$58.6K	0.36%	41
2022 Q3	$4.9M	Buy	80,236 +1,501	+2%	+$91.7K	0.31%	46
2022 Q2	$5.5M	Sell	78,735 -3,848	-5%	-$269K	0.35%	47
2022 Q1	$6.83M	Buy	82,583 +1,449	+2%	+$120K	0.35%	40
2021 Q4	$7.08M	Sell	81,134 -570	-0.7%	-$49.7K	0.38%	37
2021 Q3	$7.12M	Buy	81,704 +5,736	+8%	+$500K	0.41%	34
2021 Q2	$5.91M	Sell	75,968 -5,826	-7%	-$453K	0.36%	39
2021 Q1	$5.74M	Buy	81,794 +14,778	+22%	+$1.04M	0.27%	46
2020 Q4	$4.34M	Buy	67,016 +15,514	+30%	+$1M	0.22%	57
2020 Q3	$3.08M	Sell	51,502 -495	-1%	-$29.6K	0.27%	57
2020 Q2	$2.87M	Buy	51,997 +2,164	+4%	+$120K	0.26%	57
2020 Q1	$2.65M	Sell	49,833 -6,011	-11%	-$320K	0.28%	51
2019 Q4	$2.96M	Buy	55,844 +6,139	+12%	+$325K	0.29%	54
2019 Q3	$2.74M	Sell	49,705 -3,460	-7%	-$190K	0.3%	53
2019 Q2	$3.03M	Buy	53,165 +1,271	+2%	+$72.4K	0.35%	47
2019 Q1	$2.79M	Buy	51,894 +1,189	+2%	+$63.9K	0.34%	50
2018 Q4	$2.29M	Sell	50,705 -103	-0.2%	-$4.65K	0.32%	54
2018 Q3	$2.48M	Sell	50,808 -399	-0.8%	-$19.5K	0.34%	51
2018 Q2	$2.46M	Buy	51,207 +1,149	+2%	+$55.2K	0.34%	53
2018 Q1	$2.29M	Buy	50,058 +86	+0.2%	+$3.93K	0.37%	54
2017 Q4	$2.36M	Buy	49,972 +31,359	+168%	+$1.48M	0.39%	56
2017 Q3	$900K	Buy	+18,613	New	+$900K	0.2%	94