DHJJ 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 | $461K | Buy |
2,109
+367
| +21% | +$80.2K | 0.17% | 105 |
|
|
2025
Q1 | $244K | Hold |
1,742
| – | – | 0.1% | 144 |
|
|
2024
Q4 | $290K | Hold |
1,742
| – | – | 0.11% | 128 |
|
|
2024
Q3 | $297K | Hold |
1,742
| – | – | 0.12% | 124 |
|
|
2024
Q2 | $246K | Hold |
1,742
| – | – | 0.1% | 136 |
|
|
2024
Q1 | $219K | Sell |
1,742
-2
| -0.1% | -$251 | 0.1% | 135 |
|
|
2023
Q4 | $184K | Hold |
1,744
| – | – | 0.09% | 141 |
|
|
2023
Q3 | $185K | Hold |
1,744
| – | – | 0.09% | 133 |
|
|
2023
Q2 | $208K | Buy |
+1,744
| New | +$208K | 0.11% | 133 |
|