Alpha Family Trust’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $883K | Buy |
4,040
+1,240
| +44% | +$271K | 0.44% | 42 |
|
2025
Q1 | $391K | Hold |
2,800
| – | – | 0.23% | 83 |
|
2024
Q4 | $467K | Hold |
2,800
| – | – | 0.26% | 60 |
|
2024
Q3 | $477K | Hold |
2,800
| – | – | 0.27% | 66 |
|
2024
Q2 | $395K | Hold |
2,800
| – | – | 0.23% | 73 |
|
2024
Q1 | $352K | Hold |
2,800
| – | – | 0.21% | 87 |
|
2023
Q4 | $295K | Hold |
2,800
| – | – | 0.2% | 96 |
|
2023
Q3 | $297K | Hold |
2,800
| – | – | 0.23% | 84 |
|
2023
Q2 | $333K | Hold |
2,800
| – | – | 0.23% | 71 |
|
2023
Q1 | $260K | Buy |
2,800
+200
| +8% | +$18.6K | 0.21% | 93 |
|
2022
Q4 | $213K | Buy |
+2,600
| New | +$213K | 0.19% | 108 |
|