Cahill 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 | $664K | Sell |
3,036
-49
| -2% | -$10.7K | 0.08% | 144 |
|
2025
Q1 | $431K | Buy |
3,085
+54
| +2% | +$7.55K | 0.06% | 180 |
|
2024
Q4 | $505K | Sell |
3,031
-585
| -16% | -$97.5K | 0.07% | 161 |
|
2024
Q3 | $616K | Buy |
3,616
+342
| +10% | +$58.3K | 0.08% | 144 |
|
2024
Q2 | $462K | Sell |
3,274
-300
| -8% | -$42.4K | 0.06% | 179 |
|
2024
Q1 | $449K | Buy |
3,574
+256
| +8% | +$32.2K | 0.06% | 180 |
|
2023
Q4 | $350K | Sell |
3,318
-431
| -11% | -$45.4K | 0.05% | 188 |
|
2023
Q3 | $397K | Sell |
3,749
-26
| -0.7% | -$2.75K | 0.07% | 175 |
|
2023
Q2 | $450K | Buy |
3,775
+15
| +0.4% | +$1.79K | 0.07% | 170 |
|
2023
Q1 | $349K | Sell |
3,760
-99
| -3% | -$9.2K | 0.06% | 176 |
|
2022
Q4 | $315K | Sell |
3,859
-2,385
| -38% | -$195K | 0.06% | 180 |
|
2022
Q3 | $381K | Sell |
6,244
-658
| -10% | -$40.2K | 0.08% | 166 |
|
2022
Q2 | $482K | Buy |
6,902
+2,113
| +44% | +$148K | 0.1% | 155 |
|
2022
Q1 | $396K | Sell |
4,789
-250
| -5% | -$20.7K | 0.07% | 172 |
|
2021
Q4 | $439K | Buy |
5,039
+203
| +4% | +$17.7K | 0.08% | 167 |
|
2021
Q3 | $421K | Buy |
4,836
+69
| +1% | +$6.01K | 0.09% | 162 |
|
2021
Q2 | $371K | Buy |
+4,767
| New | +$371K | 0.08% | 162 |
|