Defined Financial Planning’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Sell
885
-899
-50% -$211K 0.18% 67
2025
Q1
$253K Buy
1,784
+194
+12% +$27.5K 0.26% 68
2024
Q4
$265K Buy
+1,590
New +$265K 0.28% 58