Clarity Wealth 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 | $1M | Sell |
4,580
-53
| -1% | -$11.6K | 0.25% | 46 |
|
|
2025
Q1 | $648K | Sell |
4,633
-26
| -0.6% | -$3.64K | 0.18% | 50 |
|
|
2024
Q4 | $776K | Buy |
4,659
+174
| +4% | +$29K | 0.21% | 47 |
|
|
2024
Q3 | $764K | Buy |
4,485
+204
| +5% | +$34.8K | 0.22% | 42 |
|
|
2024
Q2 | $605K | Buy |
4,281
+116
| +3% | +$16.4K | 0.2% | 48 |
|
|
2024
Q1 | $523K | Buy |
4,165
+130
| +3% | +$16.3K | 0.18% | 50 |
|
|
2023
Q4 | $425K | Buy |
4,035
+1
| +0% | +$105 | 0.16% | 56 |
|
|
2023
Q3 | $427K | Buy |
4,034
+28
| +0.7% | +$2.97K | 0.19% | 46 |
|
|
2023
Q2 | $477K | Sell |
4,006
-32
| -0.8% | -$3.81K | 0.21% | 44 |
|
|
2023
Q1 | $375K | Buy |
4,038
+61
| +2% | +$5.67K | 0.19% | 48 |
|
|
2022
Q4 | $325K | Buy |
3,977
+190
| +5% | +$15.5K | 0.19% | 48 |
|
|
2022
Q3 | $231K | Sell |
3,787
-35
| -0.9% | -$2.14K | 0.14% | 56 |
|
|
2022
Q2 | $267K | Buy |
3,822
+22
| +0.6% | +$1.54K | 0.15% | 55 |
|
|
2022
Q1 | $314K | Buy |
3,800
+353
| +10% | +$29.2K | 0.15% | 52 |
|
|
2021
Q4 | $300K | Sell |
3,447
-11
| -0.3% | -$957 | 0.14% | 52 |
|
|
2021
Q3 | $301K | Sell |
3,458
-30
| -0.9% | -$2.61K | 0.15% | 55 |
|
|
2021
Q2 | $271K | Sell |
3,488
-16
| -0.5% | -$1.24K | 0.14% | 52 |
|
|
2021
Q1 | $245K | Hold |
3,504
| – | – | 0.14% | 52 |
|
|
2020
Q4 | $226K | Sell |
3,504
-5
| -0.1% | -$322 | 0.14% | 55 |
|
|
2020
Q3 | $209K | Sell |
3,509
-700
| -17% | -$41.7K | 0.15% | 57 |
|
|
2020
Q2 | $232K | Hold |
4,209
| – | – | 0.18% | 59 |
|
|
2020
Q1 | $203K | Hold |
4,209
| – | – | 0.21% | 56 |
|
|
2019
Q4 | $222K | Buy |
+4,209
| New | +$222K | 0.19% | 62 |
|