Elser 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
Q1
Sell
-4,537
Closed -$756K 99
2024
Q4
$756K Buy
+4,537
New +$756K 0.05% 46
2024
Q3
Sell
-4,423
Closed -$625K 95
2024
Q2
$625K Buy
+4,423
New +$625K 0.1% 45