Financial Synergies Wealth Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-328
| Closed | -$41.1K | – | 335 |
|
|
2024
Q1 | $41.1K | Buy |
328
+162
| +98% | +$20.3K | 0.01% | 143 |
|
|
2023
Q4 | $13.6K | Hold |
166
| – | – | ﹤0.01% | 166 |
|
|
2023
Q3 | $17.6K | Sell |
166
-27
| -14% | -$2.86K | ﹤0.01% | 186 |
|
|
2023
Q2 | $23K | Sell |
193
-105
| -35% | -$12.5K | ﹤0.01% | 154 |
|
|
2023
Q1 | $27.7K | Buy |
298
+132
| +80% | +$12.3K | ﹤0.01% | 149 |
|
|
2022
Q4 | $13.6K | Buy |
166
+141
| +564% | +$11.5K | ﹤0.01% | 166 |
|
|
2022
Q3 | $1.53K | Hold |
25
| – | – | ﹤0.01% | 243 |
|
|
2022
Q2 | $1.75K | Buy |
+25
| New | +$1.75K | ﹤0.01% | 251 |
|