Fortis Group Advisors’s Oracle ORCL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.6K Hold
108
﹤0.01% 278
2025
Q1
$15.1K Sell
108
-105
-49% -$14.7K ﹤0.01% 273
2024
Q4
$35.5K Hold
213
0.01% 230
2024
Q3
$36.3K Hold
213
0.01% 220
2024
Q2
$30.1K Hold
213
0.01% 226
2024
Q1
$26.8K Sell
213
-213
-50% -$26.8K ﹤0.01% 251
2023
Q4
$44.9K Buy
426
+213
+100% +$22.5K 0.01% 179
2023
Q3
$22.6K Buy
+213
New +$22.6K 0.01% 177
2020
Q3
$12K Buy
+213
New +$12K ﹤0.01% 274