Clearstead Trust’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $342K | Sell |
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|
2025
Q2 | $411K | Buy |
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|
2025
Q1 | $65.7K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.36K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $33.7K | Hold |
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|
2023
Q4 | $28.3K | Sell |
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|
2023
Q3 | $41.6K | Hold |
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|
2023
Q2 | $46.8K | Hold |
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|
2023
Q1 | $36.5K | Hold |
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|
2022
Q4 | $32K | Hold |
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|
2022
Q3 | $24K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $9K | Buy |
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