Fortis Capital Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Sell |
1,864
-4,184
| -69% | -$915K | 0.07% | 175 |
|
|
2025
Q1 | $846K | Sell |
6,048
-4,320
| -42% | -$604K | 0.17% | 105 |
|
|
2024
Q4 | $1.46M | Buy |
10,368
+2,885
| +39% | +$408K | 0.5% | 39 |
|
|
2024
Q3 | $1.28M | Sell |
7,483
-2,037
| -21% | -$347K | 0.43% | 47 |
|
|
2024
Q2 | $1.34M | Buy |
+9,520
| New | +$1.34M | 0.49% | 38 |
|