Broadleaf 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 | $8.32M | Sell |
38,033
-207
| -0.5% | -$45.3K | 1.83% | 22 |
|
|
2025
Q1 | $5.35M | Sell |
38,240
-401
| -1% | -$56.1K | 1.4% | 24 |
|
|
2024
Q4 | $6.44M | Buy |
38,641
+36,641
| +1,832% | +$6.11M | 1.5% | 26 |
|
|
2024
Q3 | $341K | Hold |
2,000
| – | – | 0.08% | 65 |
|
|
2024
Q2 | $282K | Hold |
2,000
| – | – | 0.07% | 66 |
|
|
2024
Q1 | $251K | Hold |
2,000
| – | – | 0.06% | 74 |
|
|
2023
Q4 | $211K | Hold |
2,000
| – | – | 0.06% | 82 |
|
|
2023
Q3 | $212K | Hold |
2,000
| – | – | 0.07% | 69 |
|
|
2023
Q2 | $238K | Buy |
+2,000
| New | +$238K | 0.08% | 68 |
|