GFPC
Global Financial Private Client’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
7,725
+211
| +3% | +$46.1K | 0.63% | 42 |
|
|
2025
Q1 | $1.05M | Buy |
7,514
+64
| +0.9% | +$8.95K | 0.4% | 66 |
|
|
2024
Q4 | $1.24M | Buy |
7,450
+24
| +0.3% | +$4K | 0.47% | 55 |
|
|
2024
Q3 | $1.27M | Sell |
7,426
-7,462
| -50% | -$1.27M | 0.49% | 49 |
|
|
2024
Q2 | $2.1M | Sell |
14,888
-9
| -0.1% | -$1.27K | 0.88% | 21 |
|
|
2024
Q1 | $1.87M | Buy |
14,897
+285
| +2% | +$35.8K | 0.8% | 23 |
|
|
2023
Q4 | $1.54M | Buy |
14,612
+716
| +5% | +$75.5K | 0.72% | 29 |
|
|
2023
Q3 | $1.48M | Buy |
13,896
+3,496
| +34% | +$373K | 0.77% | 27 |
|
|
2023
Q2 | $1.22M | Buy |
10,400
+3,658
| +54% | +$429K | 0.6% | 42 |
|
|
2023
Q1 | $633K | Buy |
6,742
+184
| +3% | +$17.3K | 0.33% | 73 |
|
|
2022
Q4 | $536K | Hold |
6,558
| – | – | 0.3% | 82 |
|
|
2022
Q3 | $414K | Hold |
6,558
| – | – | 0.24% | 98 |
|
|
2022
Q2 | $465K | Buy |
6,558
+1,905
| +41% | +$135K | 0.26% | 86 |
|
|
2022
Q1 | $382K | Buy |
4,653
+500
| +12% | +$41K | 0.18% | 107 |
|
|
2021
Q4 | $362K | Sell |
4,153
-2,198
| -35% | -$192K | 0.18% | 111 |
|
|
2021
Q3 | $570K | Buy |
6,351
+3,300
| +108% | +$296K | 0.29% | 88 |
|
|
2021
Q2 | $243K | Hold |
3,051
| – | – | 0.14% | 122 |
|
|
2021
Q1 | $219K | Sell |
3,051
-895
| -23% | -$64.3K | 0.16% | 107 |
|
|
2020
Q4 | $255K | Sell |
3,946
-121
| -3% | -$7.83K | 0.2% | 88 |
|
|
2020
Q3 | $243K | Hold |
4,067
| – | – | 0.21% | 85 |
|
|
2020
Q2 | $226K | Hold |
4,067
| – | – | 0.2% | 98 |
|
|
2020
Q1 | $198K | Sell |
4,067
-80
| -2% | -$3.9K | 0.21% | 99 |
|
|
2019
Q4 | $220K | Buy |
+4,147
| New | +$220K | 0.18% | 106 |
|