Financial Advisory Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.82M | Sell |
26,610
-626
| -2% | -$137K | 1.83% | 13 |
|
|
2025
Q1 | $3.81M | Sell |
27,236
-610
| -2% | -$85.3K | 1.27% | 29 |
|
|
2024
Q4 | $4.64M | Sell |
27,846
-723
| -3% | -$120K | 1.54% | 17 |
|
|
2024
Q3 | $4.87M | Sell |
28,569
-885
| -3% | -$151K | 1.62% | 14 |
|
|
2024
Q2 | $4.16M | Sell |
29,454
-518
| -2% | -$73.1K | 1.56% | 18 |
|
|
2024
Q1 | $3.76M | Buy |
+29,972
| New | +$3.76M | 1.45% | 26 |
|