Barnes Pettey Financial Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Hold |
3,184
| – | – | 0.47% | 47 |
|
|
2025
Q1 | $445K | Hold |
3,184
| – | – | 0.35% | 56 |
|
|
2024
Q4 | $531K | Hold |
3,184
| – | – | 0.41% | 48 |
|
|
2024
Q3 | $543K | Hold |
3,184
| – | – | 0.43% | 45 |
|
|
2024
Q2 | $450K | Sell |
3,184
-227
| -7% | -$32.1K | 0.39% | 49 |
|
|
2024
Q1 | $428K | Sell |
3,411
-11
| -0.3% | -$1.38K | 0.37% | 53 |
|
|
2023
Q4 | $361K | Buy |
3,422
+800
| +31% | +$84.4K | 0.29% | 63 |
|
|
2023
Q3 | $278K | Sell |
2,622
-2
| -0.1% | -$212 | 0.26% | 71 |
|
|
2023
Q2 | $313K | Buy |
2,624
+158
| +6% | +$18.8K | 0.27% | 67 |
|
|
2023
Q1 | $229K | Buy |
+2,466
| New | +$229K | 0.22% | 93 |
|