Cedar Brook Financial Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,756
| Closed | -$849K | – | 281 |
|
|
2024
Q1 | $849K | Sell |
6,756
-46
| -0.7% | -$5.78K | 0.17% | 142 |
|
|
2023
Q4 | $713K | Buy |
6,802
+2,247
| +49% | +$235K | 0.16% | 146 |
|
|
2023
Q3 | $482K | Buy |
4,555
+43
| +1% | +$4.56K | 0.13% | 179 |
|
|
2023
Q2 | $537K | Sell |
4,512
-21
| -0.5% | -$2.5K | 0.13% | 167 |
|
|
2023
Q1 | $421K | Buy |
4,533
+52
| +1% | +$4.83K | 0.11% | 203 |
|
|
2022
Q4 | $366K | Sell |
4,481
-347
| -7% | -$28.4K | 0.1% | 223 |
|
|
2022
Q3 | $295K | Buy |
+4,828
| New | +$295K | 0.09% | 246 |
|
|
2022
Q2 | – | Sell |
-2,847
| Closed | -$236K | – | 380 |
|
|
2022
Q1 | $236K | Sell |
2,847
-195
| -6% | -$16.2K | 0.06% | 323 |
|
|
2021
Q4 | $265K | Buy |
3,042
+524
| +21% | +$45.6K | 0.07% | 305 |
|
|
2021
Q3 | $219K | Buy |
+2,518
| New | +$219K | 0.07% | 312 |
|