Ethos Financial Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
8,394
+3,911
| +87% | +$855K | 0.16% | 126 |
|
|
2025
Q1 | $747K | Hold |
4,483
| – | – | 0.07% | 179 |
|
|
2024
Q4 | $747K | Buy |
4,483
+1,113
| +33% | +$185K | 0.1% | 123 |
|
|
2024
Q3 | $574K | Sell |
3,370
-120
| -3% | -$20.4K | 0.09% | 120 |
|
|
2024
Q2 | $493K | Sell |
3,490
-3,486
| -50% | -$492K | 0.09% | 138 |
|
|
2024
Q1 | $876K | Buy |
6,976
+2,502
| +56% | +$314K | 0.17% | 89 |
|
|
2023
Q4 | $472K | Buy |
4,474
+591
| +15% | +$62.4K | 0.1% | 142 |
|
|
2023
Q3 | $411K | Buy |
+3,883
| New | +$411K | 0.11% | 107 |
|