Vivaldi Capital Management’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.72M Sell
7,850
-329
-4% -$71.9K 0.26% 82
2025
Q1
$1.14M Buy
8,179
+130
+2% +$18.2K 0.18% 101
2024
Q4
$1.27M Buy
8,049
+997
+14% +$158K 0.2% 95
2024
Q3
$1.2M Sell
7,052
-157
-2% -$26.8K 0.35% 65
2024
Q2
$1.02M Buy
7,209
+237
+3% +$33.5K 0.29% 88
2024
Q1
$813K Sell
6,972
-12,264
-64% -$1.43M 0.24% 97
2023
Q4
$2.19M Buy
19,236
+11,523
+149% +$1.31M 0.66% 37
2023
Q3
$817K Buy
7,713
+144
+2% +$15.3K 0.27% 85
2023
Q2
$901K Buy
7,569
+212
+3% +$25.2K 0.28% 83
2023
Q1
$684K Sell
7,357
-533
-7% -$49.5K 0.21% 96
2022
Q4
$682K Buy
7,890
+4,465
+130% +$386K 0.17% 118
2022
Q3
$217K Buy
3,425
+91
+3% +$5.77K 0.06% 199
2022
Q2
$233K Buy
3,334
+260
+8% +$18.2K 0.06% 185
2022
Q1
$219K Buy
3,074
+21
+0.7% +$1.5K 0.06% 190
2021
Q4
$266K Buy
3,053
+11
+0.4% +$958 0.06% 176
2021
Q3
$265K Hold
3,042
0.06% 192
2021
Q2
$275K Sell
3,042
-87
-3% -$7.87K 0.06% 195
2021
Q1
$247K Buy
+3,129
New +$247K 0.05% 208