Catalyst 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 | $1.58M | Buy |
7,235
+431
| +6% | +$94.2K | 0.17% | 50 |
|
2025
Q1 | $951K | Buy |
6,804
+180
| +3% | +$25.2K | 0.18% | 68 |
|
2024
Q4 | $1.1M | Buy |
6,624
+316
| +5% | +$52.7K | 0.21% | 60 |
|
2024
Q3 | $1.07M | Buy |
6,308
+437
| +7% | +$74.5K | 0.21% | 61 |
|
2024
Q2 | $829K | Buy |
5,871
+477
| +9% | +$67.4K | 0.18% | 73 |
|
2024
Q1 | $640K | Buy |
5,394
+244
| +5% | +$29K | 0.16% | 83 |
|
2023
Q4 | $543K | Buy |
5,150
+114
| +2% | +$12K | 0.15% | 89 |
|
2023
Q3 | $533K | Buy |
5,036
+490
| +11% | +$51.9K | 0.17% | 84 |
|
2023
Q2 | $541K | Buy |
4,546
+602
| +15% | +$71.7K | 0.19% | 78 |
|
2023
Q1 | $366K | Buy |
3,944
+666
| +20% | +$61.9K | 0.16% | 102 |
|
2022
Q4 | $268K | Buy |
+3,278
| New | +$268K | 0.14% | 121 |
|