Everhart 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 | $2.74M | Sell |
12,535
-532
| -4% | -$116K | 0.32% | 44 |
|
|
2025
Q1 | $1.83M | Buy |
13,067
+274
| +2% | +$38.3K | 0.25% | 52 |
|
|
2024
Q4 | $2.13M | Buy |
12,793
+605
| +5% | +$101K | 0.44% | 42 |
|
|
2024
Q3 | $2.08M | Buy |
12,188
+1,330
| +12% | +$227K | 0.46% | 41 |
|
|
2024
Q2 | $1.53M | Buy |
10,858
+1,483
| +16% | +$209K | 0.4% | 44 |
|
|
2024
Q1 | $1.18M | Buy |
9,375
+2,212
| +31% | +$278K | 0.34% | 54 |
|
|
2023
Q4 | $755K | Buy |
7,163
+96
| +1% | +$10.1K | 0.27% | 74 |
|
|
2023
Q3 | $749K | Buy |
7,067
+472
| +7% | +$50K | 0.32% | 67 |
|
|
2023
Q2 | $785K | Buy |
6,595
+471
| +8% | +$56.1K | 0.32% | 66 |
|
|
2023
Q1 | $569K | Buy |
6,124
+1,532
| +33% | +$142K | 0.26% | 79 |
|
|
2022
Q4 | $375K | Sell |
4,592
-519
| -10% | -$42.4K | 0.19% | 100 |
|
|
2022
Q3 | $313K | Sell |
5,111
-2
| -0% | -$122 | 0.17% | 121 |
|
|
2022
Q2 | $357K | Buy |
5,113
+219
| +4% | +$15.3K | 0.22% | 107 |
|
|
2022
Q1 | $405K | Buy |
4,894
+835
| +21% | +$69.1K | 0.23% | 87 |
|
|
2021
Q4 | $354K | Buy |
4,059
+108
| +3% | +$9.42K | 0.21% | 85 |
|
|
2021
Q3 | $344K | Sell |
3,951
-274
| -6% | -$23.9K | 0.24% | 75 |
|
|
2021
Q2 | $329K | Buy |
+4,225
| New | +$329K | 0.23% | 70 |
|