Cornerstone Planning Group’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$215K Buy
840
+111
+15% +$28.4K 0.04% 82
2025
Q1
$95.8K Buy
729
+313
+75% +$41.1K 0.02% 146
2024
Q4
$65.9K Buy
416
+19
+5% +$3.01K 0.02% 152
2024
Q3
$68.8K Buy
397
+20
+5% +$3.47K 0.02% 150
2024
Q2
$48.2K Buy
377
+25
+7% +$3.2K 0.01% 203
2024
Q1
$40.7K Sell
352
-23
-6% -$2.66K 0.01% 197
2023
Q4
$39.5K Buy
375
+33
+10% +$3.48K 0.01% 215
2023
Q3
$36.2K Buy
342
+317
+1,268% +$33.6K 0.01% 216
2023
Q2
$2.98K Buy
+25
New +$2.98K ﹤0.01% 1058
2022
Q4
$27.9K Buy
+325
New +$27.9K 0.01% 362