Financial Symmetry’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288K Buy
+1,317
New +$288K 0.15% 39
2025
Q1
Sell
-1,317
Closed -$219K 52
2024
Q4
$219K Hold
1,317
0.15% 40
2024
Q3
$224K Buy
+1,317
New +$224K 0.16% 41