CFS
Coordinated Financial Services’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Sell |
1,812
-94
| -5% | -$20.6K | 0.27% | 101 |
|
|
2025
Q1 | $266K | Buy |
1,906
+1
| +0.1% | +$140 | 0.2% | 121 |
|
|
2024
Q4 | $317K | Buy |
+1,905
| New | +$317K | 0.25% | 107 |
|
|
2024
Q2 | $290K | Sell |
2,052
-99
| -5% | -$14K | 0.25% | 99 |
|
|
2024
Q1 | $270K | Buy |
+2,151
| New | +$270K | 0.24% | 102 |
|