Advantage Trust Company’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$368K Buy
1,682
+504
+43% +$110K 0.18% 43
2025
Q1
$165K Hold
1,178
0.1% 50
2024
Q4
$196K Sell
1,178
-504
-30% -$84K 0.12% 43
2024
Q3
$287K Hold
1,682
0.19% 33
2024
Q2
$237K Hold
1,682
0.17% 40
2024
Q1
$211K Hold
1,682
0.16% 40
2023
Q4
$177K Buy
+1,682
New +$177K 0.14% 44