Carson Advisory’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
1,018
-455
| -31% | -$99.5K | 0.14% | 158 |
|
|
2025
Q1 | $206K | Sell |
1,473
-165
| -10% | -$23.1K | 0.14% | 155 |
|
|
2024
Q4 | $273K | Sell |
1,638
-30
| -2% | -$5K | 0.19% | 128 |
|
|
2024
Q3 | $284K | Sell |
1,668
-200
| -11% | -$34.1K | 0.18% | 133 |
|
|
2024
Q2 | $264K | Sell |
1,868
-107
| -5% | -$15.1K | 0.19% | 131 |
|
|
2024
Q1 | $248K | Hold |
1,975
| – | – | 0.17% | 135 |
|
|
2023
Q4 | $208K | Buy |
+1,975
| New | +$208K | 0.16% | 144 |
|
|
2023
Q1 | – | Sell |
-2,829
| Closed | -$231K | – | 155 |
|
|
2022
Q4 | $231K | Buy |
+2,829
| New | +$231K | 0.22% | 113 |
|