CWS 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 | $323K | Sell |
1,479
-227
| -13% | -$49.6K | 0.09% | 106 |
|
|
2025
Q1 | $238K | Buy |
1,706
+500
| +41% | +$69.9K | 0.08% | 120 |
|
|
2024
Q4 | $201K | Buy |
+1,206
| New | +$201K | 0.07% | 124 |
|
|
2024
Q1 | – | Sell |
-3,622
| Closed | -$382K | – | 137 |
|
|
2023
Q4 | $382K | Sell |
3,622
-858
| -19% | -$90.5K | 0.14% | 107 |
|
|
2023
Q3 | $475K | Sell |
4,480
-254
| -5% | -$26.9K | 0.19% | 82 |
|
|
2023
Q2 | $564K | Sell |
4,734
-1,517
| -24% | -$181K | 0.21% | 71 |
|
|
2023
Q1 | $581K | Buy |
6,251
+568
| +10% | +$52.8K | 0.23% | 71 |
|
|
2022
Q4 | $399K | Sell |
5,683
-354
| -6% | -$24.9K | 0.17% | 90 |
|
|
2022
Q3 | $369K | Buy |
6,037
+16
| +0.3% | +$978 | 0.18% | 93 |
|
|
2022
Q2 | $421K | Buy |
6,021
+27
| +0.5% | +$1.89K | 0.19% | 89 |
|
|
2022
Q1 | $496K | Sell |
5,994
-2
| -0% | -$165 | 0.19% | 84 |
|
|
2021
Q4 | $523K | Buy |
+5,996
| New | +$523K | 0.18% | 78 |
|
|
2021
Q2 | $442K | Hold |
5,683
| – | – | 0.18% | 87 |
|
|
2021
Q1 | $399K | Hold |
5,683
| – | – | 0.17% | 90 |
|
|
2020
Q4 | $368K | Sell |
5,683
-12
| -0.2% | -$777 | 0.21% | 86 |
|
|
2020
Q3 | $340K | Hold |
5,695
| – | – | 0.23% | 86 |
|
|
2020
Q2 | $315K | Buy |
+5,695
| New | +$315K | 0.23% | 91 |
|