AFG
Allegheny Financial Group’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
4,732
+34
| +0.7% | +$7.43K | 0.23% | 84 |
|
|
2025
Q1 | $657K | Buy |
4,698
+268
| +6% | +$37.5K | 0.17% | 110 |
|
|
2024
Q4 | $738K | Sell |
4,430
-343
| -7% | -$57.2K | 0.19% | 100 |
|
|
2024
Q3 | $813K | Buy |
4,773
+37
| +0.8% | +$6.3K | 0.2% | 100 |
|
|
2024
Q2 | $669K | Buy |
4,736
+9
| +0.2% | +$1.27K | 0.19% | 104 |
|
|
2024
Q1 | $594K | Sell |
4,727
-331
| -7% | -$41.6K | 0.18% | 104 |
|
|
2023
Q4 | $533K | Sell |
5,058
-271
| -5% | -$28.6K | 0.17% | 108 |
|
|
2023
Q3 | $564K | Buy |
5,329
+650
| +14% | +$68.9K | 0.21% | 91 |
|
|
2023
Q2 | $557K | Buy |
4,679
+181
| +4% | +$21.6K | 0.26% | 75 |
|
|
2023
Q1 | $418K | Buy |
4,498
+11
| +0.2% | +$1.02K | 0.17% | 113 |
|
|
2022
Q4 | $367K | Buy |
+4,487
| New | +$367K | 0.15% | 113 |
|
|
2022
Q3 | – | Sell |
-3,056
| Closed | -$214K | – | 173 |
|
|
2022
Q2 | $214K | Sell |
3,056
-298
| -9% | -$20.9K | 0.1% | 145 |
|
|
2022
Q1 | $277K | Buy |
3,354
+310
| +10% | +$25.6K | 0.12% | 124 |
|
|
2021
Q4 | $265K | Buy |
3,044
+5
| +0.2% | +$435 | 0.11% | 128 |
|
|
2021
Q3 | $265K | Sell |
3,039
-20
| -0.7% | -$1.74K | 0.12% | 115 |
|
|
2021
Q2 | $238K | Buy |
+3,059
| New | +$238K | 0.11% | 126 |
|