Centurion Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $444K | Sell |
2,033
-213
| -9% | -$46.6K | 0.13% | 134 |
|
2025
Q1 | $374K | Hold |
2,246
| – | – | 0.12% | 129 |
|
2024
Q4 | $374K | Sell |
2,246
-68
| -3% | -$11.3K | 0.12% | 129 |
|
2024
Q3 | $394K | Buy |
+2,314
| New | +$394K | 0.13% | 121 |
|
2024
Q1 | $318K | Hold |
2,530
| – | – | 0.13% | 117 |
|
2023
Q4 | $267K | Buy |
2,530
+31
| +1% | +$3.27K | 0.11% | 133 |
|
2023
Q3 | $265K | Sell |
2,499
-278
| -10% | -$29.4K | 0.13% | 112 |
|
2023
Q2 | $331K | Hold |
2,777
| – | – | 0.16% | 101 |
|
2023
Q1 | $258K | Sell |
2,777
-101
| -4% | -$9.39K | 0.13% | 118 |
|
2022
Q4 | $235K | Buy |
+2,878
| New | +$235K | 0.13% | 130 |
|