Focus Partners Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.1M | Buy |
334,413
+12,580
| +4% | +$2.75M | 0.16% | 137 |
|
|
2025
Q1 | $45M | Sell |
321,833
-4,426
| -1% | -$619K | 0.11% | 178 |
|
|
2024
Q4 | $54.4M | Buy |
326,259
+39,254
| +14% | +$6.54M | 0.14% | 148 |
|
|
2024
Q3 | $48.9M | Buy |
287,005
+669
| +0.2% | +$114K | 0.16% | 140 |
|
|
2024
Q2 | $40.4M | Buy |
286,336
+15,690
| +6% | +$2.22M | 0.14% | 157 |
|
|
2024
Q1 | $34M | Buy |
270,646
+46,969
| +21% | +$5.9M | 0.28% | 89 |
|
|
2023
Q4 | $23.6M | Buy |
+223,677
| New | +$23.6M | 0.31% | 90 |
|