Fi3 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
$432K Buy
1,976
+70
+4% +$15.3K 0.16% 63
2025
Q1
$266K Sell
1,906
-73
-4% -$10.2K 0.11% 90
2024
Q4
$330K Buy
1,979
+30
+2% +$5K 0.12% 72
2024
Q3
$332K Buy
1,949
+256
+15% +$43.6K 0.13% 62
2024
Q2
$239K Buy
+1,693
New +$239K 0.11% 69