Alpha Financial Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Buy |
2,164
+148
| +7% | +$32.4K | 0.34% | 48 |
|
|
2025
Q1 | $282K | Buy |
2,016
+61
| +3% | +$8.53K | 0.23% | 62 |
|
|
2024
Q4 | $326K | Buy |
+1,955
| New | +$326K | 0.26% | 50 |
|
|
2024
Q3 | – | Sell |
-1,954
| Closed | -$276K | – | 138 |
|
|
2024
Q2 | $276K | Buy |
1,954
+114
| +6% | +$16.1K | 0.24% | 51 |
|
|
2024
Q1 | $231K | Buy |
+1,840
| New | +$231K | 0.21% | 63 |
|
|
2023
Q3 | – | Sell |
-1,839
| Closed | -$219K | – | 89 |
|
|
2023
Q2 | $219K | Buy |
+1,839
| New | +$219K | 0.23% | 86 |
|