AMBIA
Allen Mooney & Barnes Investment Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $910K | Sell |
4,164
-849
| -17% | -$186K | 0.15% | 72 |
|
|
2025
Q1 | $701K | Sell |
5,013
-28
| -0.6% | -$3.92K | 0.11% | 83 |
|
|
2024
Q4 | $840K | Sell |
5,041
-264
| -5% | -$44K | 0.14% | 77 |
|
|
2024
Q3 | $904K | Sell |
5,305
-480
| -8% | -$81.8K | 0.15% | 76 |
|
|
2024
Q2 | $817K | Sell |
5,785
-302
| -5% | -$42.6K | 0.15% | 78 |
|
|
2024
Q1 | $750K | Buy |
6,087
+3
| +0% | +$370 | 0.14% | 79 |
|
|
2023
Q4 | $641K | Buy |
6,084
+897
| +17% | +$94.6K | 0.12% | 87 |
|
|
2023
Q3 | $549K | Buy |
5,187
+4
| +0.1% | +$424 | 0.12% | 83 |
|
|
2023
Q2 | $617K | Buy |
5,183
+1,944
| +60% | +$232K | 0.14% | 79 |
|
|
2023
Q1 | $301K | Sell |
3,239
-1
| -0% | -$93 | 0.07% | 111 |
|
|
2022
Q4 | $265K | Buy |
+3,240
| New | +$265K | 0.06% | 116 |
|
|
2022
Q3 | – | Sell |
-3,330
| Closed | -$233K | – | 139 |
|
|
2022
Q2 | $233K | Sell |
3,330
-124
| -4% | -$8.66K | 0.06% | 124 |
|
|
2022
Q1 | $286K | Buy |
+3,454
| New | +$286K | 0.06% | 126 |
|