Freedman Financial Associates’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,291
| Closed | -$277K | – | 311 |
|
|
2022
Q1 | $277K | Buy |
3,291
+176
| +6% | +$14.8K | 0.19% | 60 |
|
|
2021
Q4 | $272K | Buy |
3,115
+2,183
| +234% | +$191K | 0.19% | 56 |
|
|
2021
Q3 | $81K | Hold |
932
| – | – | 0.06% | 135 |
|
|
2021
Q2 | $73K | Hold |
932
| – | – | 0.06% | 147 |
|
|
2021
Q1 | $65K | Hold |
932
| – | – | 0.05% | 161 |
|
|
2020
Q4 | $60K | Buy |
+932
| New | +$60K | 0.05% | 158 |
|