AFAS
Acorn Financial Advisory Services’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Sell |
1,279
-666
| -34% | -$146K | 0.05% | 161 |
|
|
2025
Q1 | $272K | Sell |
1,945
-1,317
| -40% | -$184K | 0.05% | 155 |
|
|
2024
Q4 | $544K | Buy |
3,262
+496
| +18% | +$82.6K | 0.09% | 107 |
|
|
2024
Q3 | $471K | Sell |
2,766
-35
| -1% | -$5.97K | 0.08% | 115 |
|
|
2024
Q2 | $395K | Buy |
2,801
+19
| +0.7% | +$2.68K | 0.07% | 123 |
|
|
2024
Q1 | $349K | Sell |
2,782
-595
| -18% | -$74.7K | 0.07% | 140 |
|
|
2023
Q4 | $355K | Buy |
3,377
+12
| +0.4% | +$1.26K | 0.06% | 181 |
|
|
2023
Q3 | $357K | Buy |
3,365
+100
| +3% | +$10.6K | 0.06% | 174 |
|
|
2023
Q2 | $389K | Sell |
3,265
-299
| -8% | -$35.6K | 0.07% | 165 |
|
|
2023
Q1 | $331K | Sell |
3,564
-106
| -3% | -$9.85K | 0.06% | 170 |
|
|
2022
Q4 | $300K | Buy |
3,670
+203
| +6% | +$16.6K | 0.06% | 168 |
|
|
2022
Q3 | $212K | Buy |
3,467
+100
| +3% | +$6.12K | 0.05% | 201 |
|
|
2022
Q2 | $235K | Buy |
3,367
+748
| +29% | +$52.2K | 0.06% | 189 |
|
|
2022
Q1 | $216K | Buy |
2,619
+230
| +10% | +$19K | 0.04% | 211 |
|
|
2021
Q4 | $209K | Buy |
2,389
+52
| +2% | +$4.55K | 0.04% | 208 |
|
|
2021
Q3 | $204K | Sell |
2,337
-338
| -13% | -$29.5K | 0.06% | 211 |
|
|
2021
Q2 | $208K | Buy |
+2,675
| New | +$208K | 0.06% | 226 |
|