Colton Groome Financial 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 | $766K | Buy |
3,503
+496
| +16% | +$108K | 0.26% | 62 |
|
|
2025
Q1 | $423K | Hold |
3,007
| – | – | 0.16% | 80 |
|
|
2024
Q4 | $501K | Buy |
3,007
+527
| +21% | +$87.8K | 0.19% | 68 |
|
|
2024
Q3 | $423K | Sell |
2,480
-75
| -3% | -$12.8K | 0.16% | 85 |
|
|
2024
Q2 | $361K | Sell |
2,555
-100
| -4% | -$14.1K | 0.14% | 84 |
|
|
2024
Q1 | $333K | Sell |
2,655
-50
| -2% | -$6.28K | 0.13% | 88 |
|
|
2023
Q4 | $285K | Sell |
2,705
-75
| -3% | -$7.91K | 0.12% | 96 |
|
|
2023
Q3 | $294K | Sell |
2,780
-80
| -3% | -$8.47K | 0.15% | 92 |
|
|
2023
Q2 | $341K | Hold |
2,860
| – | – | 0.16% | 87 |
|
|
2023
Q1 | $266K | Sell |
2,860
-670
| -19% | -$62.3K | 0.13% | 107 |
|
|
2022
Q4 | $289K | Hold |
3,530
| – | – | 0.14% | 103 |
|
|
2022
Q3 | $216K | Hold |
3,530
| – | – | 0.11% | 109 |
|
|
2022
Q2 | $247K | Buy |
3,530
+90
| +3% | +$6.3K | 0.12% | 90 |
|
|
2022
Q1 | $285K | Buy |
+3,440
| New | +$285K | 0.13% | 87 |
|