Fiduciary Alliance’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Sell |
11,776
-1,329
| -10% | -$291K | 0.19% | 118 |
|
|
2025
Q1 | $1.83M | Sell |
13,105
-24,923
| -66% | -$3.48M | 0.18% | 115 |
|
|
2024
Q4 | $6.34M | Buy |
38,028
+22,238
| +141% | +$3.71M | 0.64% | 42 |
|
|
2024
Q3 | $2.69M | Buy |
+15,790
| New | +$2.69M | 0.36% | 71 |
|
|
2023
Q3 | – | Sell |
-487
| Closed | -$58K | – | 687 |
|
|
2023
Q2 | $58K | Buy |
+487
| New | +$58K | 0.01% | 289 |
|
|
2023
Q1 | – | Sell |
-222
| Closed | -$18.2K | – | 624 |
|
|
2022
Q4 | $18.2K | Buy |
+222
| New | +$18.2K | ﹤0.01% | 325 |
|