FFA
Fragasso Financial Advisors’s Oracle ORCL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.07M | Sell |
18,622
-491
| -3% | -$107K | 0.27% | 39 |
|
2025
Q1 | $2.67M | Sell |
19,113
-9,911
| -34% | -$1.39M | 0.2% | 61 |
|
2024
Q4 | $4.84M | Sell |
29,024
-5,917
| -17% | -$986K | 0.37% | 34 |
|
2024
Q3 | $5.95M | Buy |
34,941
+874
| +3% | +$149K | 0.46% | 33 |
|
2024
Q2 | $4.81M | Buy |
34,067
+171
| +0.5% | +$24.1K | 0.4% | 39 |
|
2024
Q1 | $4.26M | Buy |
33,896
+2,600
| +8% | +$327K | 0.36% | 55 |
|
2023
Q4 | $3.3M | Buy |
31,296
+1,417
| +5% | +$149K | 0.3% | 63 |
|
2023
Q3 | $3.16M | Buy |
29,879
+4,000
| +15% | +$424K | 0.33% | 54 |
|
2023
Q2 | $3.08M | Buy |
+25,879
| New | +$3.08M | 0.33% | 57 |
|
2020
Q2 | – | Sell |
-4,531
| Closed | -$219K | – | 122 |
|
2020
Q1 | $219K | Buy |
+4,531
| New | +$219K | 0.05% | 114 |
|
2014
Q2 | – | Sell |
-2,868
| Closed | -$117K | – | 72 |
|
2014
Q1 | $117K | Buy |
+2,868
| New | +$117K | 0.12% | 63 |
|