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 |
|