Focus Financial Network’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.33M Sell
10,676
-454
-4% -$99.3K 0.09% 174
2025
Q1
$1.56M Buy
11,130
+332
+3% +$46.4K 0.06% 216
2024
Q4
$1.8M Buy
10,798
+287
+3% +$47.8K 0.07% 193
2024
Q3
$1.79M Buy
10,511
+221
+2% +$37.7K 0.07% 201
2024
Q2
$1.43M Buy
10,290
+1,835
+22% +$256K 0.06% 215
2024
Q1
$981K Sell
8,455
-15,321
-64% -$1.78M 0.05% 262
2023
Q4
$2.51M Buy
23,776
+15,278
+180% +$1.61M 0.09% 180
2023
Q3
$900K Buy
8,498
+40
+0.5% +$4.24K 0.05% 255
2023
Q2
$1.01M Buy
8,458
+4
+0% +$476 0.06% 236
2023
Q1
$786K Sell
8,454
-9
-0.1% -$836 0.05% 274
2022
Q4
$692K Buy
8,463
+18
+0.2% +$1.47K 0.06% 232
2022
Q3
$516K Buy
8,445
+5
+0.1% +$305 0.04% 275
2022
Q2
$590K Sell
8,440
-225
-3% -$15.7K 0.05% 261
2022
Q1
$717K Sell
8,665
-8,842
-51% -$731K 0.05% 247
2021
Q4
$1.53M Buy
17,507
+924
+6% +$80.6K 0.22% 101
2021
Q3
$1.44M Hold
16,583
0.19% 123
2021
Q2
$1.29M Sell
16,583
-310
-2% -$24.1K 0.17% 134
2021
Q1
$1.19M Buy
16,893
+8,854
+110% +$621K 0.14% 143
2020
Q4
$520K Sell
8,039
-1,767
-18% -$114K 0.05% 263
2020
Q3
$585K Buy
9,806
+286
+3% +$17.1K 0.05% 243
2020
Q2
$526K Sell
9,520
-536
-5% -$29.6K 0.06% 237
2020
Q1
$486K Sell
10,056
-105
-1% -$5.08K 0.07% 223
2019
Q4
$538K Buy
10,161
+4
+0% +$212 0.07% 234
2019
Q3
$559K Sell
10,157
-85
-0.8% -$4.68K 0.08% 205
2019
Q2
$583K Sell
10,242
-1,233
-11% -$70.2K 0.09% 200
2019
Q1
$616K Buy
+11,475
New +$616K 0.1% 180