C1AG
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Client 1st Advisory Group’s Oracle ORCL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$385K Buy
1,763
+40
+2% +$8.75K 0.14% 81
2025
Q1
$241K Hold
1,723
0.09% 114
2024
Q4
$287K Buy
1,723
+250
+17% +$41.7K 0.11% 101
2024
Q3
$251K Hold
1,473
0.1% 109
2024
Q2
$208K Buy
+1,473
New +$208K 0.09% 113