Dogwood Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
5,019
-3,860
| -43% | -$905K | 0.57% | 38 |
|
|
2025
Q1 | $1.24M | Buy |
8,879
+868
| +11% | +$121K | 0.65% | 37 |
|
|
2024
Q4 | $1.34M | Buy |
8,011
+179
| +2% | +$29.8K | 0.71% | 38 |
|
|
2024
Q3 | $1.33M | Buy |
7,832
+317
| +4% | +$54K | 0.77% | 35 |
|
|
2024
Q2 | $1.06M | Buy |
7,515
+661
| +10% | +$93.3K | 0.65% | 35 |
|
|
2024
Q1 | $861K | Buy |
6,854
+514
| +8% | +$64.6K | 0.58% | 36 |
|
|
2023
Q4 | $668K | Buy |
+6,340
| New | +$668K | 0.52% | 37 |
|